Use Case 3 - Using the Work from Home Template (12 min)
Completion requirements
01 Introduction
In this use-case demo, we will learn how to build a Web Survey using a template.
As is the case with other TITAN products, your Web Survey License includes a bank of professional templates. Produced by TITAN UX experts, templates provide a professional yet flexible design you can adjust to meet your needs while saving precious time. You can easily reword the template’s text. and reorder the slides, customize elements, and match your company’s branding.
As is the case with other TITAN products, your Web Survey License includes a bank of professional templates. Produced by TITAN UX experts, templates provide a professional yet flexible design you can adjust to meet your needs while saving precious time. You can easily reword the template’s text. and reorder the slides, customize elements, and match your company’s branding.
02 Select the Work from Home Template
1. Open a new Titan Project, select Titan Survey, and then Web Survey. Under the Template section, select the Work From Home template.
2. Select a theme, name your project and you are ready to start customizing your Work from Home Survey.
2. Select a theme, name your project and you are ready to start customizing your Work from Home Survey.
03 Styling
1. Now that you have created the survey, start by customizing its look and feel to match your brand. Start by selecting the styling icon, navigating to the Web Survey drop-down, and setting the font type and color as well as the background color for your survey.
2. You can also update the survey logo to match your company’s brand by clicking the logo box and choosing an image from your library, selecting an image from Salesforce, or pasting an image URL and then selecting Apply.
2. You can also update the survey logo to match your company’s brand by clicking the logo box and choosing an image from your library, selecting an image from Salesforce, or pasting an image URL and then selecting Apply.
04 Survey Settings
1. Next, you can configure survey settings by visiting Project settings > Survey > Survey Navigation gear icon and enabling the End Now button and the Start Now button. This enables submitters to end the survey at any point or start from the beginning.
2. In the same place, you can choose to disable the Enable Again button so that employees can only take this survey once.
3. You have the ability to configure your survey to push answers to Salesforce after each slide. Do so by visiting Project settings > Survey > Push Options gear icon> select “Push answers every slide”. Then click Apply.
4. You can also change the progress display to numeric values by following Project settings > Survey> Progress Options gear icon> select Numeric.
5. Choose to rename slides to make it easier to navigate and build your survey. This can be done by clicking the slide manager>slide kebab menu> Rename. Do this for all slides you wish to rename.
2. In the same place, you can choose to disable the Enable Again button so that employees can only take this survey once.
3. You have the ability to configure your survey to push answers to Salesforce after each slide. Do so by visiting Project settings > Survey > Push Options gear icon> select “Push answers every slide”. Then click Apply.
4. You can also change the progress display to numeric values by following Project settings > Survey> Progress Options gear icon> select Numeric.
5. Choose to rename slides to make it easier to navigate and build your survey. This can be done by clicking the slide manager>slide kebab menu> Rename. Do this for all slides you wish to rename.
05 First Slide
1. Perform custom actions on all your slides. For example, on your first slide, you can update labels in the Content section on the right of the screen.
2. Choose to add an additional mandatory question to this slide by clicking the Add Question button > Input > Text and clicking Insert.
3. Add question text to this new question in the Content panel on the right of the screen. You can delete the description given that the question is already clear. Then make this question mandatory by clicking the Text field and visiting Interactivity > checking Mandatory. An asterisk will appear next to the mandatory question.
2. Choose to add an additional mandatory question to this slide by clicking the Add Question button > Input > Text and clicking Insert.
3. Add question text to this new question in the Content panel on the right of the screen. You can delete the description given that the question is already clear. Then make this question mandatory by clicking the Text field and visiting Interactivity > checking Mandatory. An asterisk will appear next to the mandatory question.
06 Second Slide
1. Navigate to the second slide. You can choose to set the maximum character length for this question’s answer by visiting Content > Maximum Length. Also under content, you can update Placeholder text.
2. Under Interactivity, you can choose to disallow paste to prevent employees from copying and pasting from external locations. Also under Interactivity, enable the clear icon to allow the submitters to clear their input easily.
2. Under Interactivity, you can choose to disallow paste to prevent employees from copying and pasting from external locations. Also under Interactivity, enable the clear icon to allow the submitters to clear their input easily.
07 Third Slide
1. In your third slide, opt to make the question mandatory by checking the Mandatory option under Interactivity. In the same place, you can also choose to hide the asterisk which usually pops up for mandatory questions.
2. Under content, you can add a User Tip so the respondent knows they can select all applicable equipment.
3. Finally, you can opt to activate shuffling under the Interactivity panel so all respondents see options in a different order.
2. Under content, you can add a User Tip so the respondent knows they can select all applicable equipment.
3. Finally, you can opt to activate shuffling under the Interactivity panel so all respondents see options in a different order.
08 Fourth Slide
1. You can make your fourth slide stand out from other slides using the Customize Styles menu. Visit Project > Style > Configure.
2. In the Customize Styles menu, you can edit a number of styling options for instance you can increase the padding around the question and answers, or add a border to the question.
2. In the Customize Styles menu, you can edit a number of styling options for instance you can increase the padding around the question and answers, or add a border to the question.
09 Fifth Slide
1. You can choose to customize slide 5 through editing its styling and content. Click Yes/No to open settings and visit Content > Type drop-down > select Smiley Face/ Sad Face in place of Yes/No responses.
2. Also under Content, you can change the titles of this Yes/No question type.
3. You can opt to change the color and font of the icons by visiting Survey styling > Element drop-down.
2. Also under Content, you can change the titles of this Yes/No question type.
3. You can opt to change the color and font of the icons by visiting Survey styling > Element drop-down.
10 Finish Slide
1. Choose your desired layout for your Finish slide from the menu on the right.
11 Preview
1. Choose to preview the survey before publishing it by clicking the Preview button on the top right of the screen and then clicking Launch site.
2. To change the device type and preview in mobile, edit the survey URL by replacing device=lg with device=ss.
2. To change the device type and preview in mobile, edit the survey URL by replacing device=lg with device=ss.
12 Distribution
1. Now that your survey is ready, you can choose your distribution method. To do so click Publish and select your Distribution method. Below, the Report is selected.
2. Under Config set Salesforce Report and Object from the drop-downs.
3. In this instance, choose to select the Email method and then the Custom Email option. Here you can add a Subject and body to the email being sent.
4. After clicking next, you can choose to send a test email by configuring test email fields and selecting Send Test Email.
5. Schedule a distribution date to send at a scheduled time and then press Click to Send.
2. Under Config set Salesforce Report and Object from the drop-downs.
3. In this instance, choose to select the Email method and then the Custom Email option. Here you can add a Subject and body to the email being sent.
4. After clicking next, you can choose to send a test email by configuring test email fields and selecting Send Test Email.
5. Schedule a distribution date to send at a scheduled time and then press Click to Send.