Microsoft customer survey templates

You can specify the values as per your requirement. If you want to associate a survey invitation and response to an entity, you can either add the RegardingID and RegardingEntityName columns to the CSV file and enter the information or download the advanced CSV template.

In the Import contacts panel, expand the Advance options section, and then select Download advanced template. After the file is uploaded successfully, a preview of the imported contacts is displayed in the Import contacts panel. If the imported recipient already exists as a contact in Dataverse, and you want to update the contact information as per the CSV file, select Update the contact information if imported recipient already exists as a contact in CDS.

The survey link is added to your email message by default. You can configure your email message to include a link that allows a respondent to unsubscribe from the survey.

By default, the unsubscribe link is added to all email message templates. You can use variables to personalize your survey's email subject and email message—for example, you can add the respondent's first name to the email subject and the email message. A placeholder is added at the cursor location. The first name of the respondent is automatically inserted when the email is sent. All variables created in a survey are displayed in the Personalized variables list.

To create a new variable, select New variable from the Personalized variables list. If default values haven't been defined for survey variables, nothing is displayed for the variables. For more information about creating variables and providing values for them, see Personalize a survey. If you have added a Choice single answer , Rating star or smiley symbol , or Net Promoter Score question as the first question in your survey, you can embed it in your email message.

The question is embedded at the cursor's location and the email message is adjusted accordingly. When a respondent selects an option to answer the question, the whole survey is opened in a web browser and the respondent can continue with completing the survey. If you've created a multilingual survey, you can use survey variables to set the default locale for displaying the survey. To set the default locale, open the Personalization panel, and then specify a value for the locale variable.

The value must be a language code, for example en or fr. You can use an email template—a preformatted email message—to quickly create and send email messages. If you create a survey from the blank template, Default Template is selected for use in an email message. If you've created a project from one of the out-of-the-box templates, the corresponding email template is selected by default.

Projects, email templates, and satisfaction metrics are primarily based out of Microsoft DataVerse. Refreshing data on Dataverse environment with another will break Customer Voice projects and surveys on the refreshed environment.

In the Create new template dialog box, enter a name for the template, and then select Add. Select either the current project or any other project, and then select the survey from which you want to import an email template. If you've been transitioned from Forms Pro, your email templates from Forms Pro are migrated as personal templates in Dynamics Customer Voice. You can then import the required templates in your surveys.

Select the default survey title, and then enter a title for your survey. You can also enter an optional description for it. In the survey designer, select Add new to view question types that can be added to your survey. You can also select More question types , and choose a question type. More information on available question types: Available question types. To change the order of questions in the survey, select a question, and then select the up arrow or down arrow on the right side of each question to move it up or down.

To copy a question, select it, and then select Copy question. To delete a question, select it, and then select Delete question. By default, every question in a survey is visible to respondents.

You can choose to hide a question by default, and then show it based on logic that you define by creating a branching rule. To hide a question from being displayed in a survey, select the question, and then turn off the Visible toggle. By default, a question doesn't have to be answered by respondents.

You can share your survey with multiple people in your organization so they can collaborate on the structure and layout of the survey. Sharing your survey shares the complete project, so the experience and behavior is the same as that of sharing a project. To share a survey, open the survey, and select Share on the toolbar at the top of the page.

Continue by adding co-owners as you would while sharing a project. More information: Share a project. Create a project Create a survey Manage projects. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Please rate your experience Yes No. Any additional feedback? Note You can move a survey from one project to another project only if both the source and target projects have the same owners.

If a project has only one survey and you move the survey to a different project, the source project is deleted after the survey is successfully moved. Note If you aren't the owner of any other project, the project list isn't displayed and the Move button is disabled. Submit and view feedback for This product This page.

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