How to Create a Customer Survey Question in CRM

Overview:

This article provides the step-by-step process on how to create a survey question in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In Xvantage CRM, go to Extensions and select Customer Survey Question.

6. By default, the Active Customer Survey Questions view will be displayed.

7. Click New on the command bar to create a new survey question record.

8. Complete the required fields as follows:

   • Name – Enter the customer survey question title.

   • Category – Select the related Customer Survey.

   • Type – Choose the appropriate question format based on the type of input needed:

     • Text – Allows users to enter free-form responses.

     • Radio Button – Allows users to select one option from multiple choices.

     • Checkboxes – Allows users to select multiple options from a list.

     • Boolean – A simple yes/no checkbox.

     • Dropdown – Allows selection of one option from a dropdown list.

     • Numeric – For number-only responses.

   • Text – Enter the exact question you want users to see.

   • Answer Mask –Use a semicolon (;) and hashtag (#) to list possible answers (e.g., Yes;No#Maybe). Leave blank for open-ended or unique responses.

9. Once all details are filled in, click Save & Close.