How to further enhance user surveys

We are looking to start sending out surveys to clients to gauge customer satisfaction. We will do this at the end of a project and we know the project name and client details.

I have created a smartsheet form that contains the survey questions, and the sheet does some high level analysis to measure and collate the responses.

If I send the client an email with the survey link they need to fill in the name and client details so we know what project the form is about.

If I was to populate the information and send an update request with this information in it, the format of the survey is not as nice as what it is on the form.

Is there a way to send an update request to someone with it looking like a smartsheet form?

How have others handled this?

Find more posts tagged with

survey

Update Requests

Accepted answers

Andrée Starå

https://community.smartsheet.com/discussion/141308/how-to-further-enhance-user-surveys

Hi,

I hope you're well and safe!

To add to Naeem's excellent advice/answer.

A combination of a Form and the URL-Query feature, which could include the client information and/or a unique ID, together with a so-called helper sheet that would be connected to the main sheet that would collect the answers using cross-sheet formulas.

Make sense?

More info:

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

All comments

Naeem Ejaz

Get some help from Employee Pulse Check template its pertaining to Surveys result management:

https://app.smartsheet.com/r/template-gallery/templates/20baa46b-fd68-4ffc-8b64-b666c0819c22/Employee-Pulse-Check?tg-locale=en_US

And also You can send the regular Smartsheet Form to the client.

Add a hidden field (like “Project ID” or “Client Name”) and manually populate it in the sheet after they submit.

Or have the form include a required field like “Select Your Project” using a dropdown.

Andrée Starå

https://community.smartsheet.com/discussion/141308/how-to-further-enhance-user-surveys

Make sense?

More info:

https://help.smartsheet.com/articles/2478871-url-query-string-form-default-values

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

AmandaHore

That is great - works very well, now to build the URL and helper columns!

Andrée Starå

https://community.smartsheet.com/discussion/comment/490907#Comment_490907

Excellent!

You're more than welcome!

✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer. I appreciate it, thank you! 🙏

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.