Introduction
It's important to consider the purpose and end goal when you create a new survey in Microsoft Dynamics 365 Customer Voice. Considering the questions and branding is crucial, but you also need to think about the end distribution method as well, such as evaluating how you will share the survey with people and determining who needs to complete it. Surveys that are sent to specific individuals can be personalized if you know who the respondents will be, but you can also send surveys to collect feedback from unknown anonymous people by embedding it into a website. With this approach, the visitor is still part of the website experience, can complete the survey, and then proceed to navigate through the rest of the website, without needing to go back and forth between the survey and the website.
Many reasons to embed a Dynamics 365 Customer Voice survey into a website include:
Lead capture - Add a survey to a website to capture new leads. Consider using a survey on a webpage about a new product or service that an organization offers. Embed a survey to capture simple information such as name, email, and phone number, which the business development team can use to progress the new lead through to either qualify or disqualify, as appropriate.
Support requests - Depending on the nature of the website or the support levels that an organization offers, a survey could be a mechanism for raising new cases or asking for assistance. When a website visitor answers a few embedded questions on a webpage, a support team member is immediately notified and can quickly provide support and solve the issue for that person.
Registrations - Promote upcoming events or webinars on a webpage by providing an embedded form that allows visitors to register. By using Microsoft Power Automate, you can use survey responses as a trigger to create a registration record and notify the marketing and events teams.
Product launch - Use a pop-up window or button to display a form where visitors can ask questions about specific products on a new launch website. Providing a mechanism for website visitors to ask questions without leaving the webpage helps keep them engaged.
Job application - A Dynamics 365 Customer Voice survey should never be used to capture personal and/or sensitive data. However, it could be used for the initial stages of a job application. An embedded application on the webpage can describe details of the job posting and ask for basic details from interested applicants.
Basic contact form - Embed a Dynamics 365 Customer Voice survey onto a webpage or provide access to it from a button at the bottom of the screen. This approach gives site visitors a quick way to contact an organization to ask questions, provide feedback, or request information.