Configure Walk-up Experience surveys

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Define surveys so that requesters can provide feedback on their satisfaction with the service quality received at a location.

    Before you begin

    Role required: admin or sn_csm_walkup.walkup_admin

    About this task

    Creating a new customer satisfaction survey requires that you first define a new survey and then use the Survey Designer to design, configure, and make it available to users.

    Procedure

    1. To view and use a base-system predefined survey in the Walk-up Experience application, navigate to CSM Walk-up Experience > Administration > Surveys.
      The Assessment Metric Types list opens displaying the available walk-up surveys.
    2. To modify an existing walk-up survey, click the survey name, otherwise navigate to Survey > View Surveys and click New to define a new survey if none of the base-system surveys are optimal for your walk-up location.
    3. To modify or complete the form, refer to modify a survey definition.