Creating survey using Microsoft forms pro is simple and easy , easier than VOC as per my opinion, one of the reason is it design limitation and a standard design for all. Normally there are 2 type of survey Personalized , Anonymous and 3rd not so famous partial anonymous. we will cover all of these Click here
Step 1 : Go to Formspro.microsoft.com or forms.office.com for accessing form pro portal or Dashboard or if yo don't have the subscription you can get from here. There will be 2 options
- New Survey
- New Quiz
Step 2 : We will start with creating a Survey , where We asking for feedback from customer once Case is resolved (most common scenario)
- 1st we will add 1 important variable that is case Number , this can number will be mapped with the recipient to to whom we will create invite for in Power platform.
Step 3 : Set Title of survey and Editing Theme and Design
- Title and Subtitle : This the gap i was referring , Title of survey will be visible to customer and this title will be name of your survey . ideally there should be an option to specify different Naming convention for creator for identification of survey
- We can change Theme i.e some Pre Define Colors and Background or select your own color or image
Step 4 : Adding Questions in the Forms pro Survey
- Adding Questions : You can divide the form in Sections and then there are 8 type of questions available or you can say 8 input type available for you to setup. and then there will be recommended templates available Microsoft AI.
- Most interesting is NPS Question (Net Promoter Score)Â I.E How likely are you to recommend us to a friend or colleague?
Step 5 : Add Branching Rule i.e if lest then 5 rating
- Adding Branching rule : We can apply branching rule on questions input i.e if rating selected less then 5 star , show one field provide reason.
Step 4 : Add Variable to Field Question i.e Case Number
- We can add variable created initially to any of the question example , created for “Case Number”
