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Surveys for Dynamics 365

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Surveys on Steroids

ClickDimensions makes it easy to create surveys with our drag-and-drop survey designer. Surveys can be emailed to leads, contacts and accounts, and even linked to case records. All of the data the visitor submits is linked to their CRM record.

Best of all ClickDimensions allows you to automate processes based on survey responses.

Simple Survey Creation Process

Create your questions, drag them onto a page, and make it look how you want by inserting branding graphics and more. Include rating scale, list, single-select (radio), multi-select (checkboxes), and text.

Create a custom confirmation message for the end of your survey, and distribute your survey to your leads, contacts or accounts. Surveys may also be posted as pages so they can be completed by anonymous visitors.

Simple & Flexible Skip Logic
Configurable skip logic allows you to skip past individual questions or pages of questions based on which responses the respondent chooses.

Screen grab of new survey question in ClickDimensions

Style Your Survey
Using the WYSIWYG editor, add graphics and content to style your survey and confirmation messages to have any look and feel you desire

Automate Processes Based on Survey Responses

When someone completes a survey, you can easily automate processes based on certain responses.

For example, if you ask the respondent to rate your service on a scale of 1 to 10, you can use a ClickDimensions campaign automation to trigger a wide variety of actions including notifying an account manager of low ratings or sending follow up emails that correspond to different ratings.

Survey logic diagram in ClickDimensions