Survey Rocket For SugarCRM
The Only Survey
Automation Module For
SugarCRM
Survey Rocket - a SugarCRM Survey Module is an ultimate solution to make your business more customer-centric. Now, ask all the questions that you have been meaning to and view the answers graphically for quick decision making. All the advanced survey automation features, net promoter score, survey templates, and more in a single tool.
Take a 30 Days Test Drive
Take our product for a test drive and increase customer engagement rate effortlessly! Ready to install package for your SugarCRM or SuiteCRM. Start your free trial now!
Features That Bring Results
Data Piping
Survey Rocket’s Data Piping feature lets you fetch & pre-fill various data fields from the CRM data, along with allowing your respondents to update their data. Moreover, updated & gathered data can be added to the CRM database easily. View More
Skip Logic
Send smart surveys with skip logic feature which creates a custom path varying on the basis of the respondent’s answer. Make your surveys more accurate and customer-centric and achieve higher response rates. View More
Net Promoter Score
Analyze your customer base by sending a net promoter survey and determine who are your detractors, passives, and promoters. Build an effective strategy & convert all your customers into your business promoters. View More
Automated Surveys
Create a meticulous survey workflow by applying conditions and defining actions with SugarCRM survey module to streamline your survey conducting process. Leverage the automation features to gather efficient & quality data. View More
Advanced Statistical Reports
Get detailed statistical reports with actionable data which will help you make sense of the data. Our reports will have variance, average, etc. of the data providing a fuller picture for swift decision making. View More
Survey Templates
Get started in a matter of minutes with our survey templates. No need to spend hours and resources to come up with the right questions for your target audience. Send well-crafted surveys today with our SugarCRM survey module. View More
Transform SugarCRM Into A Functioning Survey Tool
Survey Designing
Out with the plain boring surveys, in with the more interactive and personalized surveys. With our SugarCRM survey module, you can customize the welcome & thank you pages and choose from attractive themes to create a brand identity of your surveys. Other effective survey designing features in our SugarCRM survey plugin are branding, email templates, dynamic survey backgrounds, survey previews, etc. Our tool comes with a set of pre-built questionnaires which are ready to use.
Survey Automation
Say goodbye to Manual Surveys and enter the world of evolved surveys with advanced features of survey automation. Create a full-fledged survey workflow with conditions and actions. The conditions set by you will trigger the survey and based on the respondents’ reply the right survey will be sent. Other automation features include data piping, skip logic, question & answer piping and survey scheduling that help you craft a smooth survey experience for your respondents.
Smart Survey Sending
How you ask your respondents to fill in the survey says a lot about your brand and indirectly, it decides your survey response rate as well. With our SugarCRM survey plugin, you get multiple platforms and ways to share your survey with the audience. You can email the survey link, create shareable surveys to reach a bigger audience, add open shareable polls, etc. Survey Rocket comes with a feature of automated reminder emails which basically sends an email to your customer asking them to take the survey, in case they missed it.
Analytics & Reporting
Creating, designing & sending surveys is on one hand and analyzing the survey data is on other. Our survey dashboard provides you with the required data like response rate, send status, survey status, etc. With Survey Rocket you get 5 different types of reports to measure the success of your survey. Status report for an overview of response rate & trends, question wise reports & individual reports to understand the group psychology and individual preferences, comparison reports to compare multiple survey data and cross tab reports to provide an intersectional view of data.
Points to Note
- Users have to create separate Email-template for each targeted modules (Accounts, Contacts, Leads, Prospects) to send email Survey to the targeted customers.
- Few minutes delay is possible with the Immediate Send survey feature.
- Even after sending the survey the user can edit it up till the responder opens/views the survey.
- Professional Edition: 7.6.* to 11.0
Enterprise Edition: 7.6.* to 13.0 (Sell, Serve)
Our Latest Blog
Change Log
Enhancements
- Provided Compatibility to SugarCRM 13.0
Enhancements
- Provided Compatibility to SugarCRM 12.3
Enhancements
- Provided Compatibility to SugarCRM 12.2
Enhancements
- Provided Compatibility to SugarCRM 12.1
- Security Enhancements
- Unsubscribe from survey without opting out email address
- SugarCRM BPM compatibility to send survey
- SugarCRM Dark mode compatibility
Enhancements
- Provided Compatibility to SugarCRM 12
Enhancements
- Provided Compatibility to SugarCRM 11.3
Enhancements
- Provided Compatibility to SugarCRM 11.2
Enhancements
- Provided Compatibility to SugarCRM 11.1
Enhancements
- Provided Compatibility to SugarCRM 11
- Bugfix in report exporting.
Enhancements
- Provided Compatibility to SugarCRM 10.3
Enhancements
- Provided Compatibility to SugarCRM 10.2
- Bugfix regarding the dynamic label in the product.
Enhancements
- Bugfix for sending QR code through the mail.
- Change the survey URL to the entry point URL.
Enhancements
- Provided Compatibility to SugarCRM v10.1
Enhancements
- Bug Fix: Data Piping - Fixed data piping for Multi choice fields and Date/Datetime fields.
Enhancements
- Provided Compatibility to SugarCRM v10.0
Enhancements
- Send Surveys through WhatsApp messenger and SMS using Twilio service.
- Send QR Code instead of Survey Link through Email.
- Bug Fix: Data Piping - Fixed data piping for Dropdown, Radio Button and Multi Select custom fields.
Enhancements
- Provide Compatibility to SugarCRM v9.3(Sell, Serve).
Enhancements
- Added clone question feature.
- Added take survey functionality that allow users to take surveys on behalf of the customer by using take survey functionality
- Added survey comparison reports
- Added cross tab reports
- Added survey overview dashboard
- Added editable surveys functionality that allows user to edit the survey even if the survey has been sent
- Added Question and Answer Piping functionality that allows the user to pipe respondent’s selected answer in other question as a part of question or as answer by
- Added ‘Allow Redundant Answer’ functionality that allows user to re-submit the survey from the same IP
- Upgraded the detail view which now has more information similar to edit view
- Added functionality to reset answer in survey submission form for particular question type (Scale, Rating, Emojis, Net Promoter Score, Matrix[radio -button], Radio Button)
- Added functionality that allows users to view their survey in different themes in survey Preview form
Enhancements
- Provide support for SugarCRM 9.1
Enhancements
- Bug Fixes
Enhancements
- Export Question Wise Report In PDF, CSV and Image (This option is only for graphical data) formats.
- Added Get Shareable Link Button In List View of the Survey Module.
- Get user submission history in individual report.
- Provided support for Sugar 9.
Enhancements
- Allow user to restrict attachment file size and file extension in attachment question type.
- View charts and data table in question wise report in max length view.
- In Question Wise Report, view data in different chart types available.
- In Question Wise and Individual Report, filter data using global filters.
- View trend report of the submissions in Status and Question Wise Report.
- Get statistics of the submitted data in Question Wise Report.
- View charts and data table in question wise report in max length view.
Survey Rocket Ultimate
Survey Rocket Pro & Basic
Enhancements
- SugarCRM 8.3 Compatibility
Enhancements
- Addition of NPS and Emoji Question types
- Users can upload images as options in radio button and checkbox question type.
- Users can track time spent by an individual on survey.
- Addition of Emoji question type.
- Users can upload images as options in radio button and checkbox question type.
Survey Rocket Ultimate
Survey Rocket Pro & Basic
Enhancements
- Fixed design related issues in mobile and web.
- Fixed Datetime question type validation issue from Survey Form.
- UI changes for SMTP Settings.
- Fixed Numeric and Decimal Text field validation issue from Survey Form.
- Fixed Survey Report Issue: In Survey question wise report, issue with mismatched survey submission count and answered/skipped count on submitting survey without attempting question was resolved.
- Fix Rating Question report Issue: Resolved extra star that was being shown in rating question report.
- Fix Datetime issue on survey form submission.
Enhancements
- Sugar 8 Compatibility
Enhancements
- GDPR based surveys templates
- Privacy consent checkbox
- Automated survey reminder for pending submissions
- Survey automation enhancements
- Option to download survey Form as PDF / Word
- Option to automate survey based on Date Trigger
- Addition of new question types: Boolean, Attachment, Rich Textbox and other advanced components
- Survey theme background image support
- Survey footer with dynamic content
- Compatibility with PHP 7.1
- Bugfixes
Enhancements
- Data-Piping
- Poll within survey module
- Multi Language Support for Survey
- Open ended survey
Enhancements
- Added scoring feature in surveys.
- Added skip logic functionality.
- Added SMTP setting feature for sending surveys.
- Added “Survey Automation” and “Survey Transactions” module.
Enhancements
- Added attractive themes for survey.
- Added pre-defined survey templates.
- Added new question types: Matrix, Date & time, Scale, Video and Picture.
- Added “Advance settings” for configuring questions while building the Survey.
- Added charts for question-wise report.
- Added daily trend chart for survey submissions in status report.
Enhancements
- Resolved issue for big data.
- Bug fixing in reporting
- Fixing Survey with Special issue.
Enhancements
- Resolved issue of multiple rating type question in one Survey.
Enhancements
- Send Survey using Scheduler
- Minor Bug Fix
Enhancements
- Removed custom .htaccess file.
- Resolve Admin module files overwrite issue.
- Moved the scheduler to Ext to prevent file overwrite of _AddJobsHere.php.
Enhancements
- Added Rating question type.
- Add Thanks mail.
- Design changes in Individual Report and add Search functionality.
Enhancements
- Added Pagination in Survey Reports and Detail view.
- Added logo extension validation in survey creation.
- Corrected percentage calculation in Question level.
- Survey Rocket is Released.
General FAQs
Yes, as it is a subscription based plan, you can have the upgraded version as and when released.
Technical FAQs
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