2.6. Easily add required applications according to business needs
2.6.1. Typical requirements
In the past, collecting customer opinions or holding events mainly depended on calling customers one by one, or notified them by text message or WeChat. On the one hand, it is a waste of time and telephone bills to make a phone call; on the other hand, it is impossible to conduct more in-depth and detailed investigations on customers, and the collected data is not standardized. Therefore, the company wants to adopt a new survey method, put the designed survey questionnaire on the portal website, and notify the customer to fill in the link address of the survey questionnaire through email, WeChat, etc., so that the content of the survey will be more abundant. In response to the surveys filled in by customers, further communication will be able to achieve goals.
2.6.2. Response plan
2.6.2.1. Adding and configuring the Survey application
Step 1: Open the SharePoint site, then click "Settings" - "Add Application".
Step 2: Add the desired application like Surveys and give it a name.
Step 3: Click "Questionnaire" in "Activity".
Step 4: Click "Settings" - "Add Questions", after adding all the questions to be investigated, click "Settings" - "Survey Settings".
Step 5: Click "List Name, Description and Navigation" - select "Allow Multiple Replies" - click "Save".
Step 6: Click "Permissions for this Survey" - Click "Stop Inheriting Permissions" - Click "Grant Permissions" - Enter the public account you want to access the "Survey" and the corresponding permissions - Click "Share".
Step 7: Share the link address of the investigator's questionnaire, login user name, and password.
Step 8: The surveyed personnel log in with the account and password - click "Respond to this survey" - fill in the questionnaire.
Step 9: The administrator clicks "Show all replies", and clicks an item in the list of all replies to view the specific reply content.
