You need to have access as an admin to create a Survey Questionnaire. If you have the admin access, you can create it by:
Click the Settings icon in the navigation sidebar menu.
It will open a new tab, displaying the survey questionnaire interface.
Click the "+" button to create a new survey questionnaire.
Provide a title for your survey questionnaire.
Select the desired basic inputs for your survey questionnaire by clicking on them.
Modify the labels of the fields to match the specific questions you want to ask.
Toggle the switch button "Required" if you want to make certain fields mandatory for respondents.
Rearrange the order of the question fields by dragging them up or down as needed.
Click on the eye icon to preview how the survey questionnaire will appear to respondents.
Once you are satisfied with your survey questionnaire, tick the checkbox labeled "publish" to make it available. It will be visible on your organization's landing page and in the ticket create modal survey list.
Note:
If a field is marked as "connected," or has been labeled with a specific label, it will be automatically filled into the client profile when the ticket is converted into a case. However, if it's not, it will be not filled into the client profile.
The survey questionnaire will automatically save any updates you've made.
Following these steps will help you create a comprehensive survey questionnaire. If you have any further questions or require assistance, please reach out to our support team.