Create a survey

Last update: 2023-10-02
  • Topics:
  • Surveys
    View more on this topic
  • Created for:
  • Beginner
    User

Learn how to create a survey in Adobe Campaign Classic.

 Transcript

Welcome to a Adobe campaign. In this video, we’ll be learning the key steps to create a survey. To create a new survey, go to the campaigns or profiles and targets tab, click on the web application’s menu, and click on the create button above the list of forms that already exist. Select a template that you want to proceed with. In this example, we’ll be selecting the new survey template. Give it a name.

And a description if required and click on save.

A survey must contain at least the following three components. A page, a storage box and an end page. To build a chart, click on the edit form of the survey. To create a page, select the V5 compatibility page, drag it and drop it to the middle of the section. Then, select the storage object and place it on the output transition of the page. Finally, select an end object and place it on the end of the output transition of the storage box, and this is the diagram that you obtain. Now, we will be how to insert fields or input fields into a page. For this, double-click on the page, select the first icon in the toolbar which is the field creation wizard. To create an entry field for the user name to be stored in the matching field of a recipient’s profile, select editor-discipient, page that appears once you’ve selected next. Now, we will select the field for data storage in the database. For example, the last name field, we click on finish to confirm the field creation. So modify the label.

Click on OK. Now, we create a question. To create a question, right-click the last element in the tree and select the question field. We can enter the label of the question and insert the answer fields as a sub-branch of the question. Let’s name the question your email format. To do this, the note linked to the question must be selected when you create the answer field, as follows. Now, we can add a drop-down list by right-clicking as shown, and under selection controls, select a combo box. You can select the database field. In this case, it is the email format. Click on finish and OK. In the general tab, we can click the initialize the list of values from the database link, and the value of tables is entered automatically. Click on OK. To close the editor and save, to save the changes. Once that is done, you can preview the page that you have created. This is what it will ideally look like. Another interesting feature of Adobe Cambion is the storage box, which lets you save the user responses in the database. For this, we must select a reconciliation key to identify the profiles already in the database. For this, double-click on the storage and select the field that will be used as a reconciliation key when the data is stored. For example, if a profile is saved in the database, here we are taking the last name to be the reconciliation key. Then, once this is selected, click on OK. Then click save. For users to be able to access the HTML pages, the application must be made available. It must no longer be at the editing stage but in production. To put a survey in production, we must publish this. For this, from the Edit menu where you were originally present, go to the Dashboard option and select the Publish option. Click Start to launch publication and then close the wizard once it is completed. As we can see here, the status of the survey changes to online and we are provided with a URL to share with those from whom we need to collect information.

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