Mango Survey Template Setup

Overview

This article will go over the process to create a Mango Survey template within RMA.

Process

Adding a New Survey

Navigate to Modules> Mango Surveys> Mango Survey.

The following window will appear with any current Surveys you have created.

Select the Paper with the green plus sign to add a new survey.

A default template will then appear with a Header to start your Survey.

Highlight the line you wish to edit and you will notice a Properties section to the right of your window.

This is where you will edit the selected lines information.

Code: A ten-character identification code for your survey to show in the handheldName: The name of your survey Filters: This displays the customer base that you would like to have access to this survey Shown Level: Select your filter criteria for who will have access to this survey on the handheld. (Level): (ALL) The level displays who has access to your survey Customer Type Filter: Filter by customer type Handheld Class Filter: Filter by handheld class. Route Filter: Filter by route. Show Until Completed: Select true or false to show this survey until it has been completed on the handheld.Valid Date Range: Select a date range that you would like for the survey to be available. From : Start date of your survey. To: End date of your survey.Disclaimer: Fill in this portion with a disclaimer that you would like to appear before your survey begins. Notes: An internal note on this survey. Variables: Options Require Signature: Select this option if you want a signature to be required for this survey. Required Survey: Select this option if you want this survey to be required for all customers who fit the filtered criteria. Show After Quick Sale Screen: Select this option if you would like the survey screen to show after you have completed servicing your customers on the quick sale screen.

To start the first questionnaire section, you will right click on the header and select "Insert New as Child".

Insert New as Child: Creates a new indented sub section directly below the current section highlighted.Insert New Below: Creates a new section directly below the current section highlighted.

This will create a sub section below the header.

In the example, I have set this line to Item Type: Category Header. This will be the title of my first section of questions.

Right click on the line and select "Insert New as Child".

This will create the next section for your "Delivery" questions.

Input a question and then use the Properties section to setup how you want the question to display under the Item Type field.

Yes / No: A simple Yes/No answer. Numeric Value: A number will be entered. Text: Something will be typed in. List: A list of items to choose from can be added. Matrix: Allows you to select a "star" rating for multiple criteria.Category / Heading: A defined heading will be used. Signature Box: This will allow you to enter a signature for this survey.Autocomplete Search: Allows you to search a table and fill in additional fields that you set on the autocomplete section.

Once all questions are created for this section, you will then want to highlight the header of that section and click "Insert New Below".

This will create a new section below the last question.

Continue through this process until all sections and questions are filled out.

When you have finished creating your survey, you can use the Preview button to view how your survey will appear on the handhelds.

The window will display like below:

If you need to delete any lines, just highlight the line, right click and select delete.

Follow the prompt to remove the line.

To finalize your survey you will select the green check mark at the bottom of the screen.

This will then save your Survey to the templates window.

Adding Pictures to Surveys

When creating your survey, you have various options for configuring how each question will appear. To add a question that requires a photo as an answer, follow these steps:

Select the question you want to configure.
On the right side of the Mango Surveys screen, locate the design configuration section labeled "Item Type."
Click the dropdown menu under "Item Type" to choose the desired answer format.
Select "Photo" as the response type.
Save your changes to apply this configuration.

Now, your survey question will prompt respondents to answer by uploading a photo.

If you would like more information on how this works on the handheld, please visit this Knowledgebase Article:

Mango Survey Template Setup

Adding Pictures to Surveys

How to Add Pictures to Mango Survey on the Handheld (MOM)