This day has come! We are happy to announce v4.0 of Surveys for Jira – the most configurable and powerful survey app on the market – and it is stronger than ever.
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| Field | Description | ||
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| Email Subject | Enter an email subject that you want your end users to see in the survey email. | ||
| Survey Recipient | In most cases survey recipient would be the reporter of the ticket. In addition to that, our users also found it to be convenient to be able to select a different user or even send surveys to several recipients.
You can send surveys to:
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| Use project email for 'Reply To' | By default, the surveys are sent from Jira service account, and people cannot reply to the survey emails. You can opt to select the email from the project settings as a reply-to email for the surveys. | ||
| Email Body | Here you can design a body of your survey that the end user will receive. You can use the placeholder variables in order to personalize your email template. The placeholder values wrapped by "$$" signs will be populated by the information submitted in the ticket that triggers the survey. You can make your survey stand out by designing it in line with your company brand. Use Upload Resources and Insert Resources buttons to use your visual assets.
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| Survey Email Include | You can customize your survey emails to include either a survey rating scale or to display a link to your survey form. | ||
| Work With | Depending on how you want to shape your surveys you can choose to work with star rating or specify a yes/no question as the main survey question for the users. | ||
| Rating Elements | Some companies find it useful to work with a number scale as an alternative to a star scale. This is just a matter of preference but we made sure that you can use both a star system (like Amazon or Google) or a number system (like Booking). For the number scale we have also implemented an option to include a zero rating as some companies find it useful in their surveying processes. | ||
| Rates Count | You can choose to have a default 5 rating scale or decide to simplify it to less rating elements (3 - Good, 2 - Medium, 1 - Bad for instance) or have more granularity and change the rates count up till 10 for more sophisticated surveys.
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Questions
If a basic survey is limited to one survey question and one comment, custom survey enables you to add several custom questions to your survey and work with single/multiple choice questions and/or text fields.
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| Preview | Click this button to get a sense how your survey email might look like for a survey recipient. |
| Test survey | You can send an actual survey to test the complete flow. Once you click this button, a dialog form appears where you specify the following information:
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Form
Your users are notified about the surveys via email and then can open a survey form by clicking a rating scale or a link embedded in the email. Use the Form tab to configure your surveys once the users open a survey form from the email. This is the essence of the survey where you put all your survey questions.
| Field | Description |
|---|---|
Form | |
| Form body | Enter an introductory text for your survey. Use a WYSIWYG editor to build your own template. You can use CSS to give a branded look to your surveys - pumpkin rates for the Halloween time surveys, smileys for April 1, company logo or corporate background are just among the few ideas of what's possible. Click the </> button to upload your coded template. If you want to upload and reference images, use the Upload Resources and Insert Resources buttons. |
| Ask user for a comment | If you would like your users to submit a comment along with their star rating, select "Yes" for this option. You can set up your surveys to ask for the comment only if a negative rating is given. |
| Thank you message | Appreciate feedback your users provide with this message. It's shown to the user when they submit survey answers. |
| URL for expired surveys | For you to have accurate data there is no possibility to answer the survey again if it was answered already. If a person submits their feedback, goes to the email and tries to enter a survey again, they will be presented with a message and a link where they can submit more feedback or raise another ticket. Usually companies like to enter a URL for their Service Desk portal so that there is still connection with the users. |
Questions | |
| Question dialog | |
| Preview | |
Use the Questions section to add any custom questions to your survey. When inserting your own questions, select the type of question you'd like to create and supply the appropriate options.
You can also specify which questions are required to answer.
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Advanced Survey
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Advanced Survey
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The placeholders section contains two additional items that are not available on the Content tab.
Be sure to add both placeholders into your survey message.
- #Form — inputs a dynamic rating diagram
- #SdQuestion — inserts the questions created in the previous section
As user for a comment - If you would like your users to submit a comment along with their star rating, select "Yes" for the Ask user for comment? option. You can modify whether this comment should be visible in the original ticket or only saved in a survey report and accessible to the Administrator only.Additionally, you can select the </> html button if you want to upload your own coded template. If you want to upload and reference images, use the Upload Resources and Insert Resources buttons. In addition to these, you can use CSS to give a completely new look to your surveys - pumpkin rates for the Halloween time surveys, smileys forApril 1, company logo or corporate background are just among the few.
Trigger Point
On the Trigger Point tab, you can specify a condition that should trigger the email survey. This could be a change in the ticket status or a more complex JQL query.
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