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OpenCrypt Surveys/Input Forms Add-On

The OpenCrypt Surveys/Input Forms add-on allows you to organise any number of surveys or forms that you may wish to run on your site. Surveys and Input Forms can be completely customised, using the majority of the fields available in a standard HTML form.


The Surveys system is broken down into three main parts: Forms/Surveys, Pages and Questions.

Forms/Surveys make up the completed survey, and consist of a number of pages of questions or inputs.

Pages are the individual pages of each survey/form, and contain the definitions of all of the questions for each page.

Questions are the specific fields on each page, and can be made up of any available HTML input type.

For the duration of this article, we will refer to Forms/Surveys as Forms for simplicity.


Forms

On the main page of the Forms Administration panel, you will be presented with an overview of any existing forms.

To view the form, and modify individual pages of the form, either click the form name, or select the radio button of the appropriate form and click the 'View Form' button.

To modify the main form details, such as the form name and description, select the radio button of the appropriate form and click the 'Modify Form' button.

To remove the form, select the radio button of the appropriate form and click the 'Remove Form' button.


To add a new Form, enter the following details:

Form Name: Enter a descriptive name for the Form here.

Description: Enter a description and/or welcome message for the form here, this will be shown to visitors on the first page of the form.

Thank You Title: Enter a title for the thank you/form complete page here, this will be displayed on the final page of the form.

Thank You Description: Enter a thank you message here, this will be displayed on the final page of the form.

Recipient Email: Allows you to send each individual completed survey to specified e-mail recipients, for example your marketing/sales department.

Points: Allows you to define how many (if any) points you wish to charge the user for completion of the form.

Survey End Date: Allows you to define a date after which the survey will be unavailable for others to complete.

Once you have completed the appropriate details, click the 'Add Form' button to be taken to the Pages configuration section.


Pages

Once you have selected to View a form, or after adding a new form, you will be presented with the Page management interface.

This contains a summary of the form details, the URL for site visitors to access the form, and options to View Results, Modify Form and Remove Form, these options perform the same functions as those in the Forms management section.

You will also be presented with an interface for managing each page of the form.

If you wish to modify the details of an existing page, simply click the 'Modify Page' link for the appropriate page.

If you wish to remove an existing page, simply click the 'Remove Page' link for the appropriate page.


To add a new page, enter the following details.

Page Header:Enter a descriptive title for the page here.

Description: Allows you to enter additional information, or a welcome message for the individual page.

Once you have completed the appropriate details, click the 'Add Page' button to create the page.


Questions

Once you have at least one page created for a form, you will have the option to manage the questions available on that page.

If you wish to modify any question already on a page, select the radio button for the appropriate question and click the 'Modify Question' button.

If you wish to remove any question already on a page, select the radio button for the appropriate question, and click the 'Remove Question' button.


To add a new question to a page, click the 'Add New Question' link for the appropriate page.

Question: Allows you to define the name or title for the question.

Description: Allows you to define a description for the question.

Field Type: Allows you to choose the input field type from the following: Textbox, Textarea, Checkbox, Radio and Drop-Menu

Input Max Length: Allows you to define a maximum input length for Textbox and Textarea fields.

Required: Allows you to choose whether the field must be completed or can be left blank.

Once you have entered the information above, click the 'Add Question' button.

If you have chosen Checkbox, Radio, or Drop-Menu, you will then be presented with an extra list of Fields, to allow you to define the options available, you may define up-to 10 values.

Once these options are set, click the 'Add Question' button again to create the question.


Viewing Results

To view results for any of the completed Forms, simply click the 'View Results' link next to the Form in the main page of the Forms Administration Panel, or while modifying the form.

The results page is broken down per individual completion of the form, with the oldest result first.

If you have the IP Location API enabled, you will see which country each completed submission has come from.

If you wish to search the results, you may search with full wildcard searching from the search panel at the top right of the interface, simply enter your search term and choose the field you wish to search on.


 
Article Details

Last Updated: 07 October 2009 05:22:16
Revision Number: 0
Article viewed 13445 times.
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