Nextiva Contact Center: User Surveys

Article 000003523 · Updated Jun 10, 2024 · 1,860 views

User Surveys have multiple functionalities in Nextiva but are essentially canvases with form data. They are one of the most flexible objects in the application and can be used to design dynamic agent scripts, input Web Forms for a client page, or even to load and display information from external systems. 

 

User Surveys take a variety of inputs: form fields, sliders, raters, or radio buttons, and by applying a series of rules, they can execute actions, APIs, such as exchanging information with third-party systems, creating callbacks, initiating chats, and much more. 

 

Creating User Surveys 

Search for User Surveys in the options menu. Click Plus (+) and fill out the required information. Click Save. 

 

Information Tab

 

Field NameDescription
NameThe name of the user survey.  
DescriptionThe description of the user survey
Survey TypeThe type of survey. The current types of surveys within Nextiva are Icon and Full page.  
ThemesThe color theme for the survey. Click the list icon to see the full list of themes available. 
FontsThe font that the survey will be presented in. Click the Arrow icon to see the full list of fonts available. 
Entry PanelSelect the Survey panel that will be the starting panel when the survey is loaded. The survey requires at least one panel. 
Debug InformationSelect this toggle to debug information for the survey. 

Dimensions Tab

 

Field NameDescription
HeightA slider to set the height of the survey. 
WidthA slider to set the width of the survey.

User Survey Tab 

 

The User Survey Tab is where the survey is created and shows the entire User Survey once created. 

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