Survey Editor

Survey Editor

Overview

Overview

The survey editor section is where you define the customer or agent survey using drag & drop in order to add the different components to the WYSIWYG layout. Those components range from the simple text component to a more sofisticated REST action button to access outside functionality.

The Editor

The survey editor comprise of the WYSIWYG layout on the left side and the components control panels on the right side. The components control panels consist of 3 section:

  • Component Properties
  • The properties panel give you access to the commun properties that define a component such as the font size, label, margin, etc. and some specific ones such as the endpoint to a REST call. You have access to that panel by selecting a component in the survey or by adding a new one.
  • Components
  • The components panel present the available components in 3 sections. Panels, Inputs or Actions.
  • Settings
  • This panel give you access to some options to control the survey presentation.
  • Show Guide (Show guide border of components or not)
  • Show All Panels (Show all panels or jsut the current one)
  • Show Header (Obsolete and will be removed. Use the header component to present a header)
  • Show Footer (Obsolete and will be removed. Use the footer component to present a footer)
  • Show Tabs (Obsolete and will be removed. This flag is to show or hide the tabs in the survey allowing you to move to different section of the survey. Use the move to panel and / or the header or footer page control.)
  • Show Bottom Pgae Control (Obsolete and will be removed. Use the header component to present the page control)

Panels

This panel section contains the layout components that will be the canvas to other component. To start you need to add a panel to the WYSIWYG layout and that panel will be the first page of the survey. Panels that are added in the WYSIWYG layout will be pages that you can navigate to using the different page control. You can embeb different components within each other so you can add to a panel a header, panel and footer. Accessing the contextual menu will allow you do change the order of the pages / panels and allow you to add new ones or go to a specific one.

Footer

The footer component is located a the bottom of the page and allows you to navigate between the different pages of the survey with the previous and next action. You can also add other component for additional functionality.

Properties
  • Type - Type of footer, possible values are Footer with Controls and Plain Footer. Use Plain Footer if you want to add other components to the footer.
  • Margin - Margin to apply to the comnponent, standard CSS Margin.
  • Icon - Icon to use as the control, possible values Arrow, Cirlce Arrow, Simple, Thick Arrow, Triangle.
  • Button Size - Size of the control
  • Previous Action - Action to perform when using the back control, possible values are Back, Move to panel, Previous Page.
  • Previous Panel - Panel to go to when selecting previous. Only available with Previous Action of Move To Panel
  • Next Action - Action to perform when using the next control, possible values are Move to panel, Next Page
  • Next Panel - Panel to go to when selecting next. Only available with Next Action of Move To Panel
Header

The header component is located a the top of the page and allows you to navigate between the different pages of the survey with the previous and close action.

Properties
  • Show Previous - Flag to to show or not the Previous Control
  • Previous Action - Action to perform when using the back control, possible values are Back, Move to panel, Previous Page.
  • Previous Panel - Panel to go to when selecting previous. Only available with Previous Action of Move To Panel
  • Previous Icon - Icon to use as the control, possible values Arrow, Cirlce Arrow, Simple, Thick Arrow, Triangle.
  • Show Close - Flag to to show or not the Close Control
  • Close Panel - Panel to go to when selecting close.
  • Icon Size - Size of the control

Panel

Use a panel when the survey need to present components or actions. A panel will present the components in rows or columns layout.

Properties
  • Label - Name of the title that will appear on the top as the title and where a panel can be choosen. Leave empty if a title is not needed.
  • Label Alignment - Label alignment, possible value are Left, Center or Right.
  • Label Font Size - Size of the front
  • Description - Description that will be shown under the title of the panel.
  • Description Alignment - Description alignment, possible value are Left, Center or Right.
  • Description Font Size - Size of the front
  • Assistance - Question mark will appear on the right of the title to give additional insight on the panel.
  • Tab Label - Name that will appear where a panel can be choosen if no label was entered.
  • Panel alignment - Panel alignment, possible value are Justify, Left, Center or Right.
  • Vertical Alignment - Vertical alignment of the panel, possible values are Fit Content or Full.
  • Direction - Direction of the component in the layout, possible values are Column or Row.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
URL

Use a Url panel when the survey need to present a Url.

Properties
  • Label - Name of the title that will appear on the top as the title and where a panel can be choosen. Leave empty if a title is not needed.
  • Label Alignment - Label alignment, possible value are Left, Center or Right.
  • Label Font Size - Size of the front
  • Description - Description that will be shown under the title of the panel.
  • Description Alignment - Description alignment, possible value are Left, Center or Right.
  • Description Font Size - Size of the front
  • Assistance - Question mark will appear on the right of the title to give additional insight on the panel.
  • Tab Label - Name that will appear where a panel can be choosen if no label was entered.
  • Panel alignment - Panel alignment, possible value are Justify, Left, Center or Right.
  • Vertical Alignment - Vertical alignment of the panel, possible values are Fit Content or Full.
  • Direction - Direction of the component in the layout, possible values are Column or Row.
  • URL - URL to be presented in the panel. If the Url is not allowing to be viewed in an iFrame use the Reverse Proxy switch
  • Condition - Condition to witch the panel will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Use Reverse Proxy - Flag to use or not the reverse proxy to present the Url.
  • Properties - Key & Value pair that will be pass to the Url.
Waiting

Use a Waiting panel when the survey need to wait for an agent or present configured information from the worfklow. You can find the associated assistance on workflow here.

Properties
  • Label - Name of the title that will appear on the top as the title and where a panel can be choosen. Leave empty if a title is not needed.
  • Label Alignment - Label alignment, possible value are Left, Center or Right.
  • Label Font Size - Size of the front
  • Description - Description that will be shown under the title of the panel.
  • Description Alignment - Description alignment, possible value are Left, Center or Right.
  • Description Font Size - Size of the front
  • Assistance - Question mark will appear on the right of the title to give additional insight on the panel.
  • Tab Label - Name that will appear where a panel can be choosen if no label was entered.
  • Panel alignment - Panel alignment, possible value are Justify, Left, Center or Right.
  • Vertical Alignment - Vertical alignment of the panel, possible values are Fit Content or Full.
  • Direction - Direction of the component in the layout, possible values are Column or Row.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • On Agent Available - Action to be be executed when an agent becomes available. Currently only possible value is Move To Panel.
  • Panel - Panel to go to when an agent becomes available.
  • Timer - Duration in second to wait before executing the Move To Panel automatically. Can be use to present different information whuile waiting for tje enxt available agent.
  • Panel - Panel to go to when an agent becomes available.
  • Use Reverse Proxy - Flag to use or not the reverse proxy to present the Url.

Inputs

This section contains the different input components that will be added to panels to interact with the user of the survey. Those components cab be added to panel, header or footer.

Boolean

A boolean has one of two possible values, true or false.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance -Question mark will appear on the right of the label to give additional insight on the component.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Default value - Default value to be set when the survey intialized.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
Captcha

You can use reCAPTCHA in survey to protect your organization from spam and abuse.

reCAPTCHA is a free service that protects your site from spam and abuse. It uses advanced risk analysis techniques to tell humans and bots apart.

To use it you need to get a site key and configure it with it.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Side Key - reCAPTCHA side key that will be use to identify your organization.
Chat Panel

The survey can be use to create chat request into the system. Those chats can be directed to BOT or to agent depending on the configuration of the campaign they are assigned to. For information on campaign go here.

Properties
  • Vertical Alignment - Vertical alignment of the panel, possible values are Fit Content or Full.
  • Width -Width of the panel, standard CSS Width including the unit.
  • Margin -Margin to apply to the panel, standard CSS Margin including the unit.
  • On Terminate - Action to be be executed when the chat is terminated. Currently only possible value is Message, Move To Panel or None.
  • Terminate Message - Message to be presented when the chat terminates if the action Message has been selected in the On Terminate action.
  • End Panel - Panel to go to when the chat terminates if the action Move To Panel has been selected in the On Terminate action.
Date

Date / time component when the survey need to capture date / time.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Default value - Default value to be set when the survey intialized.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
Input

Input component when the survey need to capture information (text, number, etc.).

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Default value - Default value to be set when the survey intialized.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Mandatory Field - Flag to indicate to the user if a field is mandatory or not. A red asterix will be shown in the label and the user will be force to fill out the information in order to continue.
List

When a survey need to present a list of data. The items presented will be in the for of an icon on the left side followed with the data on the left. The data will have a title / name and a maximum of 3 additional rows. When the user select an item in the list, a red dot will appear on the left side to indicate the selection. That selection will be stored in a variable using the Data Variable name entered append with the work ‘Selected’. e.g. if the Data Variable is name appointments then the selected appointment will be stored in the variable name appointmentsSelected. That variable will be store in the survey and accessible once it is initialized.

Properties
  • Label - Name of the title that will appear on the top as the title and where a panel can be choosen. Leave empty if a title is not needed.
  • Label Alignment - Label alignment, possible value are Left, Center or Right.
  • Label Font Size - Size of the front
  • Description - Description that will be shown under the title of the panel.
  • Description Alignment - Description alignment, possible value are Left, Center or Right.
  • Description Font Size - Size of the front
  • Assistance - Question mark will appear on the right of the title to give additional insight on the panel.
  • Data Variable - Name of the variable holding the result set. The data must be an array of object for e.g. [ { id: , icon: , subject: , phone: , email: , date: }, {…}, …]
  • Icon Fieldname - Name of the icon field in the result set. e.g. icon
  • Icon - When an icon is not present in the result set you can chose one, possible values are API, Avatar, Bot, Briefcase, Bullseye, Calendar,Dollar, Email, Flag, Outbound, Phone
  • Name Fieldname - Name of the field in the result set to be presented as the name. e.g. subject. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Fieldname row 1 - Name of the field in the result set to be presented as the first row. e.g. subject. See above note regarding field name restrictions.
  • Fieldname row 2 - Name of the field in the result set to be presented as the second row. e.g. email. See above note regarding field name restrictions.
  • Fieldname row 3 - Name of the field in the result set to be presented as the third row. e.g. data. See above note regarding field name restrictions.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
Multi-Select

Present a list of possiible options to chose from and the user can select none, one or many. The options selected will be stored as an array in the variable configured.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Options - Possible options the user will be able to chose from. The label is presented to the user while the value will be available in the reports. For information on reports go here.
  • Default value - Default value to be set when the survey intialized.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Mandatory Field - Flag to indicate to the user if a field is mandatory or not. A red asterix will be shown in the label and the user will be force to fill out the information in order to continue.
Radio button

Present a list of possiible options to chose from and the user can select one. The option selected will be stored as a string in the variable configured corresponding to the value entered in the option.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Orientation - Indicte who the options will be presented, possible values are Horizontal or Vertical
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Fieldname -Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Options - Possible options the user will be able to chose from. The label is presented to the user while the value will be available in the reports. For information on reports go here.
  • Default value - Default value to be set when the survey intialized.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Mandatory Field - Flag to indicate to the user if a field is mandatory or not. A red asterix will be shown in the label and the user will be force to fill out the information in order to continue.
Rate

Present icons corresponding to the rateing the user select.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Items Number of items to chose from, possibel values are from 1 to 10.
  • Icon - Icon to use as rating symbole, possible values are Circle, Happy, Neutral, Sad, Square, Star
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin -Margin to apply to the panel, standard CSS Margin including the unit.
  • Default value - Default value to be set when the survey intialized.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Mandatory Field - Flag to indicate to the user if a field is mandatory or not. A red asterix will be shown in the label and the user will be force to fill out the information in order to continue.
Select

Present a list of possiible options to chose from and the user can select one. The option selected will be stored as a string in the variable configured corresponding to the value entered in the option.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Options - Possible options the user will be able to chose from. The label is presented to the user while the value will be available in the reports. For information on reports go here.
  • Default value - Default value to be set when the survey intialized.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Mandatory Field - Flag to indicate to the user if a field is mandatory or not. A red asterix will be shown in the label and the user will be force to fill out the information in order to continue.
Text

Present a text to the user. Can be use as a title, a message, etc…

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Width - Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Text Alignment -Text alignment, possible value are Left, Center or Right.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
Textarea

Multi-line Input component when the survey need to capture information.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Width -Width of the panel, standard CSS Width including the unit.
  • Margin - Margin to apply to the panel, standard CSS Margin including the unit.
  • Fieldname - Variable name that will be use to store or retrieve the value entered. This field must be unique and can’t be empty. Please note that field names cannot contain periods or commas (. or ,) or errors may occur.
  • Default value - Default value to be set when the survey intialized.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Mandatory Field - Flag to indicate to the user if a field is mandatory or not. A red asterix will be shown in the label and the user will be force to fill out the information in order to continue.

Actions

This section contains the different action components that will be added to panels to add functionalities to the survey. Those components cab be added to panel, header or footer and will take the form of a button.

Action

This action will execute a REST call and return the result to any Url. This action can have additional parameters pass and / or change the header of the call.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Type - REST API call type, possible values are Delete, Get, New Tab, New Window, Patch, Post. When New Tab or New Window are selected the Url will open a new browser tab or browser window following the security configured in the browser.
  • URL  - URL to execute the REST API call or open a new tab / window
  • Result Variable - When a REST Call is success the informatino return will be store in the variable defined
  • Properties - Key & Value pair that will be pass to the Url or in the REST Call.
  • Headers - Headers to be added for the HTTP Request Header
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Message, Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error - When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error - Action to be be executed on a unsuccessful completion of the action, possible values are Message, Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.


Availability

Check the availability of the agents in a specific queue or queues.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size -Size of the front
  • Text Font size -Size of the front presenting the result of the action
  • Assistance - Question mark will appear on the right of the label to give additional insight on the component.
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Queues - Configured queues in the system the survey need to check for availability of agents
  • Channel - Available channels in the system the survey need to check for availability of agents
Chat

When a chat functionality is needed in a survey it must be configured using this action. It will send a request to the system and based on the configuration of the campaign it will respond using a BOT or an agent. For information on campaign go here.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Campaign -Select the campaign you want the chat to be routed to
  • Name Field - Name of the field to be use as the name of the person requesting a chat, this name will be presented to the agent during the chat session.
  • Email Field - Name of the field to be use as the email of the person requesting a chat, this email will be use by the system to try to find a contact to this chat.
  • Properties to send as message -Field values to be sent along with the chat request to be use in the workflow or be presented to the agent.
  • Data Attached - Field values to be sent along with the chat request to be use in the workflow or be presented to the agent.
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error - When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error - Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.
Conference (Only available in the agent survey)

Action to conference the selected workitem call in conference from the agent survey.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size -Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition -Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel -Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error - When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error - Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.
Dial (Only available in the agent survey)

Action to dial a phone number from the agent survey.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition -Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Phone Field - Variable that will be use to dial
  • Campaign - Campaign that will be use to dial
  • Spoof ANI - Spoof the ANI
  • Conference on dial - Automatically conference the calls
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error - When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error - Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.

Email

Action to send an email from the survey.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • From - Email address to which the email will be sent
  • Subject - Subject of the email
  • Body - Body of the email
  • Campaign - Campaign that will be use to send the email
  • Data Attached - Field values to be sent along with the email to be use in the workflow.
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error -  When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error - Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.

Move To Panel

Action to move to a specific panel.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Set Variable - Automatically set vairable in the survey,
  • Panel - Panel to go to when the actiion will be executed.
SMS (Only available in the agent survey)

Action to send an SMS from the survey.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size - Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding - Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Campaign - Campaign that will be use to send the SMS
  • From - phone number that will be use as the sender of the SMS
  • Phone Field - Variable that will be use as the phone field to send the SMS
  • Data Attached - Field values to be sent along with the email to be use in the workflow.
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error -  When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error -  Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.
Transfer (Only available in the agent survey)

Action to transfer a workitem from the survey.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size -  Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding -  Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Transfer Type -Type of the transfer to execute, possible values are Reserve Agent (from a queue), Transfer to agent, Transfer to external number, Transfer to queue or Warm Transfer
  • Queues - Configured queues in the system the survey need to reserve an agent from, available when the Transfer Type is Reserve Agent.
  • User - Agent to transfer the workitem to, available when the Transfer Type is Transfer to agent.
  • Phone Field - Variable that will be use to transfer the workitem to, available when the Transfer Type is Transfer to external number.
  • Campaign - Campaign that will be use to transfer the workitem, , available when the Transfer Type is Transfer to external number.
  • Disposition - Disposition that will be use to terminate the call automatically.
  • Event Name - Free form field that will be inserted in the workitem events.
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error - When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error -  Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.
Web Callback

Action to do a Web Callback from the survey.

Properties
  • Label - Label if the component that will appear over the input area. Leave empty if a label is not needed.
  • Font size -  Size of the front
  • Height - Height of the button, standard CSS Width including the unit.
  • Width - Width of the button, standard CSS Width including the unit.
  • Padding -  Padding to apply to the button, standard CSS Margin including the unit.
  • Margin - Margin to apply to the button, standard CSS Margin including the unit.
  • Condition - Condition to witch this component will be presented. Those conditions are valid JavaScript condition and will be evaluated are run time.
  • Transfer Type -Type of the transfer to execute, possible values are Reserve Agent (from a queue), Transfer to agent, Transfer to external number, Transfer to queue or Warm Transfer
  • Queues - Configured queues in the system the survey need to reserve an agent from, available when the Transfer Type is Reserve Agent.
  • User - Agent to transfer the workitem to, available when the Transfer Type is Transfer to agent.
  • Phone Field - Variable that will be use to transfer the workitem to, available when the Transfer Type is Transfer to external number.
  • Campaign - Campaign that will be use to transfer the workitem, , available when the Transfer Type is Transfer to external number.
  • Disposition - Disposition that will be use to terminate the call automatically.
  • Event Name - Free form field that will be inserted in the workitem events.
  • Set Variables On Success - When a REST Call or Url open is sucessful, the system will automatically adjust the variable with the value defined here.
  • On Success - Action to be be executed on a successful completion of the action, possible values are Move to panel, None…
  • Success Message - Message to be presented on the bottom right corner when the action was successful if the action Message has been selected in the On Success action.
  • On Success Panel - Panel to go to when the action was successful if the action Move To Panel has been selected in the On Success action.
  • Set Variables On Error - When a REST Call or Url open is unsuccessful, the system will automatically adjust the variable with the value defined here.
  • On Error -  Action to be be executed on a unsuccessful completion of the action, possible values are Move to panel, None…
  • Error Message - Message to be presented on the bottom right corner when the action was unsuccessful if the action Message has been selected in the On Error action.
  • On Error Panel - Panel to go to when the action was unsuccessful if the action Move To Panel has been selected in the On Error action.


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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.