There are two new menu items in SysManager > Activities > Item/Sales Lists that support the capability to do Marketing Surveys, Surveys and Questions for Surveys. Choosing the Surveys menu option allows the user to create new surveys or edit existing ones via the Survey Edit Form. The surveys are configured as described below, and then assigned to salespoint groups to be administered at the conclusion of a sale. Choosing the Questions for Surveys menu option allows the user to create the questions to be asked and responses, if applicable, for the surveys.

The Survey Edit Form consists of three tabs: General Info, Questions and salespoint Groups. On the General Info tab the user sets a description for the survey, set the number of questions to be asked when the survey is administered at the salespoint, set at what frequency the survey is administered at the salespoint (e.g., every third sale or every tenth sale, etc.) set whether the questions are asked sequentially with each survey or in random order and set whether or not to collect the zip/post code with the survey. Finally, there is an Inactive check box - leaving this box unchecked makes it so that the survey is an active survey, while checking the box is equivalent to "hiding" the survey and it is inactive or unavailable for use at salespoints.

The Questions tab of the Survey Edit Form displays a listing of all questions created using the Questions for Surveys menu option (described in detail below). The user moves questions from the All Questions list to the Questions for this Survey list in order to link the questions to that particular survey. The user has the option of creating additional questions on the fly from within this tab or editing an existing question using either the Add button or the Edit button respectively. The ordering of the questions can be adjusted from within the Questions for this Survey list using the slider button to the left of the question which allows the question to be moved up or down within the list.

The final tab of the Survey Edit Form, Salespoint Groups, allows the user to link the survey to salespoint groups. This is done by moving salespoint groups from the Available SP Groups list to the Assigned SP Groups list. Linking the survey to a salespoint group means that the survey is only available and able to be administered at salespoints within that group.

When the user selects the Questions for Surveys menu choice, they are taken to the Questions for Surveys Form where they can create new questions and their respective available response values if applicable, edit existing questions/responses, delete questions and duplicate a question along with its available responses, if applicable. To create a new survey question the user clicks on the New button and be taken to the Question Edit Form. The Question ID number is displayed in read-only format and is initially set to "0" until the question is saved where upon it is assigned a unique number. The text for the questions is entered into the Question Text field. There is a dropdown for the user to set the Response Type where they choose between the following: Currency, Date, Date/Time, Integer, Predefined Responses, Text, Time, True/False and Yes/No. The Response Type set determines the type of data entry field that are displayed in Sales when the survey is administered. Additional information is required if the user selects Integer or Predefined Responses from the dropdown - they need to set Min Value and Max Value using the corresponding text boxes that appear when selecting Integer. And they need to configure the various responses and their sort order in the section that displays when selecting Predefined Responses. There are buttons to Add, Edit, Delete and Hide/Unhide responses and there is also a check box that can be checked to Allow Other? responses other than those configured for the Predefined Responses. The sort order can also be configured for the Predefined Responses using the slider button to the left of the response which allows the response to be moved up or down within the list.

There is also a new security role that can be used to limit access to the Surveys and the Questions for Surveys. The new role is listed as SysManager > List > Surveys.