A pre-chat survey is a form that the visitor must complete before they can start chatting.
You can add any number of form fields. For each field you can set the Prompt Text, Field Type and Validation Rules.
When a visitor starts a chat they will first have to complete the pre-chat survey. The results of the survey are shown to the operator who takes that chat request. The results are also stored in the WhosOn database.
Each monitored site can have it's own pre & post chat surveys.
To setup a pre-chat survey, select the monitored site, then open the Site Properties. Select the Visitor Chat tab, then select the Surveys tab.
Click the Enable Pre-Chat Survey option to enable the pre-chat survey.
Click the Add Field button to add a new field.
Each field must be given a Name.
Enter the Prompt Text that the visitor will see. This text can contain HTML tags.
You can ask for a Built-In Field or a Custom Field. A built-in field automatically maps to one of the following visitor contact fields that are stored against the visitor contact record: Visitor Name, Company, Email Address, Telephone, Fax, Street, City, Country, ZIP/Post Code, Web Address.
For custom fields you can define the Field Type (Text, Number, Date, Time or Boolean), the Max Length, Edit Mask, Max Lines and if it is a password entry.
The Attributes tab enables you to set additional attributes for the field:
You can specify a Default value that will be assigned to the field if the visitor does not enter anything.
The Case option enables you to change the Case of the field value.
The Validate option enables you to apply validation against the field value:
Cannot Be Blank Or Zero - the visitor must enter something.
Must Be In The Numeric Range - for number fields the value must be in the specified range.
Must Be A Valid Email Address - you can specify that the field will only accept a valid email address.
Must Be In List - you can specify a list of possible values that are allowed. Separate the choices with a | character.
Click OK to save the field.
You can then add more fields. Use the Up and Down buttons to change the order that fields appear on the form.
As soon as you save the Site Properties the survey will become active for new chat sessions.
When you receive a chat session the chat window in the WhosOn Client will contain a Pre-Chat Survey tab:
Click this to view the survey values completed by the visitor.
You can also view the pre-chat survey when viewing old chat sessions.