Magento Survey Extension User Guide

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1 Magento Survey Extension User Guide Page 1

2 Table of Contents To Access Plugin, Activate API Key... 3 Create Questions... 5 Manage Survey... 6 Assign Question to Survey... 7 Reveal Survey In Three Ways Manage Survey Response Page 2

3 To Access Plugin, Activate API Key 1) Get Activation Key After placing order, first you have to login and check your order list Go to under downloadable products Then you will get the list in the following format If your payment status is pending then you have to make payment first then you will get the API key. 2) Use Activation Key Upload the app directory from Zip file of Magento Polling Extension. a) Clear Magento Cache and Indexing. b) Go to System Configuration Survey Management key authentication will get below screen Put API Key here and click on verify button to verify the provided API key. Page 3

4 After verification of API key, you will get survey menu. Page 4

5 Create Questions To create a new question for your survey please go to Survey > Manage Question Click on add new button. Click here for add new question. Enable or Disable your question at Front-end. Add title for your question. To create a answer for your question click on answers button., If Question Type is of Text Box or Text Area then don t assign Answers to that Question Click here to add new option for your question Click here to add answers. Add your answer title Page 5

6 Manage Survey To create surveys please go to Survey > manage Survey and click on add new item. Add survey title. Click here to assign question to your survey. Manage your survey on front end. Page 6

7 Assign Question to Survey To assign question navigate to survey > manage survey > select survey > question. Step-1 Step-2 To load all the questions press Reset Filter. And assign questions to the created survey Page 7

8 Survey Configuration To configuration your survey please Navigate to survey > settings > Survey Options Step-1 Survey Management options 1. Main heading for survey 2. Redirection page url after survey submission by customer. 3. Select Survey to show under survey stats dashboard. Survey Management based upon location 1. Select country to show survey of particular country customer only Page 8

9 Survey Management on checkout page 1. Select Survey to show on checkout success page 2. If you want to show survey on checkout success page then enable it Targeting Surveys 1. Select Survey to show on provided pages url 2. Enter urls of the pages with comma (,) on which you want to show above selected survey Example Page 9

10 Reveal Survey In Three Ways Way 1... Show Survey on Checkout Success Page 1. In Menu Section of magento admin Go to Survey Settings Survey Management on Checkout Page to show Survey on checkout success page 2. Select Survey On Checkout Success Page 3. Show Survey On Checkout Success Page Set it to enable if you want to show survey on checkout success page Way 2... Show Survey on Provided Page Urls 1. In Menu Section of magento admin Go to Survey Settings Targeting Survey to show on provided pages urls 2. Select Survey to show on provided pages urls 3. Enter urls of the pages with comma (,) on which you want to show above selected survey Example Way 3... Show Survey Anywhere On The Site 1. Use the below short code to show survey on cms pages by providing survey id, <p>{{block type="survey/index" survey_id="1" template="survey/survey.phtml"}}</p> You can get survey id for particular survey by Go to Survey Manage Survey. Page 10

11 Manage Survey Response To check your stats Navigate to survey > Customer Responses To Get Customer Responses for particular Survey, Select survey and then click on submit button. Page 11

12 For more queries and assistance contact us or Thank You Page 12

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