October 13, 2015

Create Survey

How to add a custom survey to BadgerScan

 

Any web-based survey may be launched from the Contact Detail page of any BadgerScan contact, as shown below.

Launch_Survey

Benefits of launching a survey from BadgerScan:

  • Automatically pre-populate fields in your survey such as First Name, Last Name and Email with contact data collected on BadgerScan.
  • Consolidate contact data collected by multiple team members.
  • Provides an immediate backup of contact data collected by BadgerScan.
  • Allows your team to comply with the new General Data Protection Regulation (GDPR) by creating an opt-in form with signature collection.

 

You have the option to launch a survey that is either:

  1. Hosted by a third party, such as JotForm,  Google Forms or Survey Monkey, or
  2. Custom built and hosted on your own web server (In other words, your company has it’s own survey written by a web developer.)

Instructions for implementing these options are detailed below.

Option 1:  Create a JotForm survey (includes e-signature for GDPR)

JotForm is a good online survey service to use if you:

  1. Would like to collect an Opt-In signature for GDPR compliance,
  2. Would like to automatically integrate your collected data with a CRM such as SalesForce, and/or
  3. Appreciate 24/7 customer support availability.

Note that there is a small fee to use this service if you expect to collect more than 100 survey responses in a month. The fees range from $19-$99 for a month, and the subscription can be cancelled anytime. A $39 fee allows for 10,000 responses.

  • From a computer (mobile devices may not have required options), create or log into your account at jotform.com.
  • Select the My Forms menu option then select Create Form.
  • Select Blank Form, create a title and the form building interface will be displayed.
  • Decide if you want a single page form or multi page with each question on a single page. You will most likely want a single page, especially if you will be creating an Opt-In form. By creating a single page form, you still have the option to break up questions over multiple pages, such as one page for a new contact to fill in, and another page with internal questions for a company representative to complete. To ensure the form is set to the single page mode, select the Settings tab from the orange menu bar at the top of the page, then Show More Options, then choose All Questions in One Page under Form Layout.
  • Begin adding your desired Form Elements to you survey under the Build tab. You will find several e-signature widgets available under the Widgets tab.
  • Include contact information such as Name, Email, and Address which will be automatically filled in by BadgerScan. This is the complete list of Contact Data Keys that may be sent from BadgerScan to your survey form to pre-populate the form fields when the survey is launched:

    Contact Data Keys

    1. id : unique numeric ID for each contact
    2. firstName
    3. lastName
    4. title
    5. favorite : favorite level from 0 to 3 (yellow = 1, red = 3)
    6. email
    7. officePhone
    8. cellPhone
    9. fax
    10. org : organization affiliation
    11. displayAddress: formatted address
    12. street
    13. city
    14. region
    15. zip
    16. country
    17. event : name of the event where Badge scanned
    18. lat : GPS latitude at scan time
    19. long : GPS longitude at scan time
    20. scanPlace : location at Badge scan time
    21. scanTime : date and time Badge scanned
    22. notes : notes saved with contact (launch survey after collecting notes)
    23. summary : a summary statement of interests provided by the contact
    24. twitter : twitter screen name
    25. linkedin : LinkedIn public profile URL
    26. url : website provided by contact
  • When you have completed adding all of your desired form elements, move to the Settings tab. Decide if you would like to send emails of form submissions, and if you would like to include any 3rd party integrations such as SalesForce, DropBox and Google Drive. Any form submissions would be automatically and immediately sent to these 3rd parties.
  • Next is a slightly tricky step, and the step that is vital for ensuring the data scanned from badges is automatically collected in your form. You need to use a JotForm Plugin App to enable Field Pre-population. 
    • Click on the JotForm logo at the top left of the page to return to the home page and main menu.
    • Select Plugins then Apps from the menu.
    • In the Search box search for Field Prepopulator.
    • Click on the Field Prepopulator app and select Add to Form.
    • You will see a Form Picker with a list of all the forms that you have created. Select the form you would like to Pre-populate and press Continue.
    • Now you will enter the Contact Data Keys exactly as listed above into the corresponding form fields. Any field entries that EXACTLY match a Contact Data Key will be replaced with actual attendee data by BadgerScan when the form is launched. JotForm will provide a warning for if the data provided does not math what is expected, but it will not prevent you from continuing, so you can ignore warnings here.
    • When you have completed filling in data keys, select Generate URL.
    • Copy the Full URL, and email it to any devices that will be used for collecting leads with BadgerScan. DO NOT use the Shortened URL as it will not allow BadgerScan to replace data keys with actual attendee data.
  • Open the email on your device and copy the URL to the form in BadgerScan found under Settings -> Survey as shown here.Survey_URL_placement
  • Press the Add survey button.
  • An option to Launch Survey will now appear on your Contact Details page for each contact you collect using BadgerScan.

Option 2:  Create a Google Form survey (no fees even for high volume responses)

    • From a computer (mobile devices may not have required options), create or log into your account at drive.google.com.
    • Select New then  Google Forms.

Screen Shot 2015-10-13 at 12.16.20 PM

    • In the Form Settings box, un-check  Require xxxx login to view this form, if this option exists.

   Screen Shot 2015-10-13 at 11.58.49 AM          Screen Shot 2015-10-13 at 11.59.48 AM

    • Create a Title and select the default theme.
    • Create questions to ask new contacts.
    • First name, last name and/or email address, or any of the Contact Data Keys, listed below, collected with BadgerScan can be used to pre-populate select fields in the survey form. See the instructions below the Contact Data Keys list to implement this pre-population.

Contact Data Keys

  1. id : unique numeric ID for each contact
  2. firstName
  3. lastName
  4. title
  5. favorite : favorite level from 0 to 3 (yellow = 1, red = 3)
  6. email
  7. officePhone
  8. cellPhone
  9. fax
  10. org : organization affiliation
  11. displayAddress: formatted address
  12. street
  13. city
  14. region
  15. zip
  16. country
  17. event : name of the event where Badge scanned
  18. lat : GPS latitude at scan time
  19. long : GPS longitude at scan time
  20. scanPlace : location at Badge scan time
  21. scanTime : date and time Badge scanned
  22. notes : notes saved with contact (launch survey after collecting notes)
  23. summary : a summary statement of interests provided by the contact
  24. twitter : twitter screen name
  25. linkedin : LinkedIn public profile URL
  26. url : website provided by contact
    • To pre-populate survey fields, you must add a form question for each Contact Data Key you wish to store with survey submissions. For example, to add the email address of each person you survey to their response form: (1) create a new question, (2) set the question title to Email, for example, (3) verify that the Question Type is set to Text, (4) press the Done button. Repeat these steps for each type of data you are interested in pre-populating.

Screen Shot 2015-10-13 at 1.09.53 PM

    • When you have added a question for each of the data types you intend to pre-populate, return to the top of the page and select the Responses (0) menu item.

Screen Shot 2015-10-13 at 12.06.35 PM

    • From the Responses menu, select Get pre-filled URL.

Screen Shot 2015-10-13 at 12.07.03 PM

    • In the form that appears, you will see the questions that you have created. Any answers that you provide here will be automatically filled in when you launch the form in the future. Any answers that you provide in this form that exactly match a key from the Contact Data Key table above act as variable placeholders and will be replaced with the information collected from the new contact that you are surveying.
    • Continuing with the email example above, for the question titled Email, fill in the answer with the Data Key email.

Complete the form using Data Keys entered exactly as they appear in the Data Key table above.

Screen Shot 2015-10-13 at 12.08.10 PM

      • Press the Submit button.

 

    • A URL will appear in the box titled Share the link to this form with your pre-filled responses. Copy the link and send it to an email account available on your mobile device.
        • A sample survey URL may look like this:
        • https://docs.google.com/forms/d/1f55PwkMaqCYrMQtTQpRZd_wRCrvqNLL5hWwLC6OUhnY/viewform?entry.2077779490=firstName&entry.1310589987=lastName&entry.1936262050=email

       

      • DO NOT shorten the URL with bitly, goo.gl, tinyurl, ow.ly or any other tool. This URL must be entered into BadgerScan exactly as it is provided.

Screen Shot 2015-10-13 at 12.08.45 PM

  • Open the email on your device and copy the URL to the form in BadgerScan found under Settings -> Survey as shown here.

Survey_URL_placement

    • Press the Add survey button.
    • An option to Launch Survey will now appear on your Contact Details page for each contact you collect using BadgerScan.

 

Option 3: Create a Survey Monkey survey

    • Create or log into your account at surveymonkey.com.
    • Select Create Survey.
    • Design your survey. On the Collect Responses tab, choose a Web Link Collector.
    • When the web link is displayed, change the Responses Per Computer option to Allow multiple responses per computer.
    • Enter the Web Link URL into BadgerScan. From the BadgerScan menu, select Settings then Survey.  Enter the URL and press Submit. (Tip: If you create the Form on a computer, you can email the URL to yourself and use the copy and paste feature on your mobile device to avoid typing errors.)
    • BadgerScan can automatically submit a custom variable with each survey response.  It would be a good idea to use a unique identifier, such as an email address as the custom variable. Then the data from Survey Monkey and the data from BadgerScan can be merged later in Excel or by using a database. To allow BadgerScan to automatically attach the email address of the contact that you are surveying to the survey submission, add the following text to the end of the Survey Monkey URL:

?c=email

    • What comes after the “=” should match the BadgerScan data key that you would like to have added to the survey automatically. In this example, we use the “email” data key.
    • An example of the full URL that you would enter into BadgerScan is: https://www.surveymonkey.com/s/HSYWN2M?c=email

Option 4:  Link to a custom survey on your own web server

If you create your own survey on your own website, the survey can be launched from BadgerScan by entering the survey URL into the app. Your web developer can include any desired CRM integrations as well as signature collection for Opt-In forms.

Additionally, contact information collected by BadgerScan can be sent to your survey via the URL.  The list of Contact Data Keys above shows all the data that can be collected. If you provide a URL to enter into BadgerScan that contains a Contact Data Key, the key will be replaced with the actual contact data when it is launched from BadgerScan.  So a URL that is entered into BadgerScan like this:

http://www.yourcompany/survey?var1=email&var2=firstName

will be launched from BadgerScan like this:

http://www.yourcompany/survey?var1=amber@badgescan.org&var2=Amber

From there you can collect the information in your webpage and store it into your own database.