Importance of Data Piping in Creating Surveys (1)
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A STEP BY STEP INSIGHT<br />
Given below is the basic flow <strong>of</strong> creat<strong>in</strong>g surveys us<strong>in</strong>g the data<br />
pip<strong>in</strong>g feature.<br />
● CRM adm<strong>in</strong> can create survey forms by us<strong>in</strong>g data pip<strong>in</strong>g.<br />
● As a part <strong>of</strong> data pip<strong>in</strong>g, CRM fields are mapped along with<br />
questions <strong>in</strong>cluded <strong>in</strong> the survey form.<br />
● You can send the l<strong>in</strong>k <strong>of</strong> the survey via email.<br />
● Customers click on the survey and update their<br />
<strong>in</strong>formation.<br />
● Customers can see all the <strong>in</strong>formation <strong>in</strong> the survey which<br />
is pre-filled and is mapped by CRM adm<strong>in</strong> from the<br />
records.<br />
● Customers can fill the survey, make the necessary changes<br />
and submit the survey.<br />
● New <strong>in</strong>formation provided by customers gets<br />
automatically updated <strong>in</strong> different CRM modules.<br />
● Adm<strong>in</strong> <strong>of</strong> CRM can view survey reports and get all the new<br />
<strong>in</strong>formation and data entered by customers.<br />
● Thereafter, they can resend survey to a particular<br />
customer and request him/her to fill the survey aga<strong>in</strong> if<br />
the need be.<br />
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