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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Tracking survey responses
Microsoft Dynamics CRM (Archived)

Tracking survey responses

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Posted on by kl25 20

I am new to MS CRM, and am wondering what the best way might be to track survey responses.  My organization conducts multiple surveys each year, and we track the responses for each survey for each "Account" or "Contact."  We would like to be able to tack this information over time (e.g., years) to run reports on survey participation rates and generate mailing lists based on participation.

 Is the a preferable way or area within MS CRM to track something like this?

 Thanks in advance for any ideas.

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  • Yaniv Arditi Profile Picture
    Yaniv Arditi 3,990 on at
    Re: Tracking survey responses

    Hi,

    In order to launch surveys and track customer's responses, you can use the Campaign/Quick Campaign entity to represent a survey (together with the the Marketing List entity) and the related Campaign response entity to represent a survey response.  

    The Campaign/Quick Campaign entity allows you to create a survey email activity which you can then send to a Marketing List. Use the Campaign Response entity to document email responses for the Survey.
    If you are using the Microsoft Dynamics CRM Outlook Client you can set it to automatically track Campaign response email into the CRM and relate it to the right Campaign/Quick Campaign using a tracking token.

    Once you have Campaign responses, you can query it to generate a new Marketing List.

    Yaniv Arditi

  • hnaparst Profile Picture
    hnaparst 130 on at
    Re: Re: Tracking survey responses

    Are there some instructions about how to do this?  I tried to do this, but it is very confusing.
    We are developing a new product and have given it out to a test group, and we would
    like them to fill out a survey and collate responses.

     Regards,

    Harold Naparst

  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at
    Re: Re: Re: Tracking survey responses

    Hi Harold, the Microsoft Dynamics CRM 4.0 User's Guide describes how to use campaign responses.

    http://www.microsoft.com/downloads/details.aspx?familyid=0DB4D487-1BAA-4619-9BC5-074D73C3997D&displaylang=en

    However, since surveys are not a standard feature of Microsoft Dynamics CRM 4.0, you won't find anything specific in the user's guide. What Yaniv was decribing was a creative way of extending the use of campaign responses to meet your requirements.

    However, you'll need to do a fair bit of customisation to make this useful. For example, send your customers an email invitation to complete an online survey.

    Your best bet might be to look at a CRM add-on such as ExactTarget (www.exacttarget.com) or Q&Alogix (http://www.softbridgeinc.com/ProductsQAlogixCRM.aspx).

    Regards, Neil

  • hnaparst Profile Picture
    hnaparst 130 on at
    Tracking survey responses

    One can safely say that the CRM Users Guide is useless.  Not one example or
    walkthrough in 500 pages.  Just a lot of minute instructions about what key to press with
    no idea of what the goal of the procedure was.  I am just getting started with CRM,
    and I really wonder if this is a system that people can use, if the user manual is so
    obscure.

    Exact Target doesn't have a downloadable trial and doesn't really show what the
    product does, how it works, how much it costs, or really any information at all.
    Q&A logix was even more obscure.

    I get email surveys all the time, and I wonder what technology they use....

  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at
    Re: Tracking survey responses

    Hi Harald, if the User's Guide isn't your thing, then the official courseware for the Microsoft Dynamics CRM 4.0 Applications training course is much better and has lots of examples. It's available from official Microsoft training course providers, but most Microsoft Dynamics CRM 4.0 books are just as good - try amazon.com.

    ExactTarget is an enterprise email broadcast software as a service, so there is nothing to download, but you're right - they don't offer free trials. Similar services often have a free trial and are much less expensive (such as ConstantContact), but they don't integrate with your CRM system.

    I'm hoping some of the online survey providers, such as ClickTools, offer an integration with Microsoft CRM, but I'm not aware of any that do at the moment. Perhaps if I had the cash, I'd commission an ISV to build one!

     Regards, Neil

  • hnaparst Profile Picture
    hnaparst 130 on at
    Re: Re: Tracking survey responses

    Just use SurveyMethods.com. 

  • dshulmistra Profile Picture
    dshulmistra 125 on at
    Re: Re: Re: Tracking survey responses

    how would you integrate surveymethods.com back into ms crm so you can evaluate the data? 

    please bear in mind i'm not a progammer.  

    thanks!
    dale

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