Summary


The ability to create conditional cascading survey questions has been added to Perenso.

This feature will allow users to create a path of questions that can be triggered by answers, whereas Standard survey questions are ideal for creating standalone lines of questioning.


Cascading survey questions are useful when wanting to ask specific questions dependent on the previous answer.



Creating Cascading Survey Questions



  1. Log into Web Administrator and navigate to Diary > Call Types.

  2. Click on Work Items for the Call Type you wish to add cascading surveys to.

  3. Select the Store Check the cascading surveys will be seen in.

  4. Click Add Cascading Survey Question in the desired date set.

  5. Enter a Description and set survey question up as normal.

    NOTE: If you choose that the question must be answered in a call, the whole survey path must be answered before the user will be able to leave the work item.

  6. Click Add Question to start adding questions.

  7. Enter Question and answer types/answers and click Done when you are finished with the first round of survey questions.

  8. Add all the questions in the path.

  9. By default, answers will be directed to the next question, to change this, click on Next Question and choose the path for all your answers.

  10. Make sure to Save Changes to save the cascading survey question.