CIS 111: Amend or Copy Existing Online Forms

Duration:	One Day
Attendees:	Maximum two people.
Pre-requisites:	A basic knowledge of html for simple online forms is recommended. For forms requiring a more creative flair, a comprehensive understanding of html and css is required. Recommend CIS 102 training
Where:	On site at your premises or at Simplicity Training Centre Auckland
Cost:	On Site Australia or NZ $2,400 per person minimum 2, At Simplicity Training Centre $1,600 per person minimum 2, Webex $2,400 per person minimum 2
What you can expect to learn:	Copy or amend an existing online form. Develop an understanding of data fields and entities to ensure survey fields are mapped and data/information is collected correctly. Extract and preview survey answer data. Load new records from online form data collection. Test and check data mapping and data collection.

Includes:

Form
- Copy Online Form
- url branch names
- Overview of Layout and presentation: where to amend default options, eg, form width, background images, font size/colour/face, form alignment, banners; submit/next buttons
- Overview of Page types – where to amend landing or default page, survey page(s), thank you or exit page, pre-start and promotion end pages
- Survey Relationships: If more than one entity, eg person/organisation, how to create relationship
- Saving data/answers between multiple surveys
  When to save and when not to save
Survey Setup: Overview of mapping fields to data base, saving answers to tables, prospect data collection vs updating existing data
- Assigning data types, eg, text, Boolean, single pick lists, multi pick lists, drop down lists
  - Adding question items
  - Mapping Survey Answer and Entity fields at question level verses question item level
- Where to amend:
  - Layout out/formatting of questions
  - Input validation
  - Sensitive data
  - Name integration
  - Address integration (if subscribed to RightAddress)
  - Captcha mechanism
  - Entry restrictions (de-duping)
  - Promotion code validation
- Page types – landing or default page, survey page(s), thank you or exit page, pre-start and promotion end pages
- Label (unique) codes and security fields to control entry in to surveys
- Survey Relationships: defining relationships to ensure entities linked in database
- Saving data/answers between multiple surveys
  When to save and when not to save
Data Loading: loading prospect records collected from Online Form entry into the database
Publishing survey answer views: how to preview answers
Testing Recommendations
Customer Interaction Studio
- CIS102 training is recommended.
- Set up Campaign for survey relationship to provide reporting benefits
- Preview and/or export survey answers
- Setup Email campaign to test Specified Entity Mapping in survey
Campaign report: view basic campaign analysis report