How to: Set Up Profile Questionnaires
You can set up profile questionnaires that you want to use when entering information about your contacts' profiles. Within each questionnaire, you can set up the different questions you intend to ask your contacts.
You can also run the questionnaire to answer some of the questions based on contact, customer, or vendor data automatically.
To set up a profile questionnaire
In the Search box, enter Questionnaire Setup, and then choose the related link. The Profile Questionnaire window opens.
On the Home tab, in the New group, choose New.
Fill in the Code and other fields on the line.
To add questions, on the Home tab, in the Process group, choose Edit Questionnaire Setup. The Profile Questionnaire Setup window opens.
On the first empty line, in the Type field, choose Question and type your question in the Description field. Fill in the other fields on this line.
On the next empty line, in the Type field, choose Answer and type your answer in the Description field.
In the Priority field, select the priority. In the From Value and To Value fields, define a point range. Contacts that receive points within the defined range will get the answer.
Repeat these steps to enter all the questions and answers within the profile questionnaire.
After you have created a questionnaire, you need to create contact ratings to classify your contacts. You can also set up questions that are rated automatically based on information in the contact card. For more information, see The Automatic Classification of Contacts.
Note
If you enter a question that is automatically answered, choose Line, and then choose Question Details, to enter the criteria to automatically answer the question.
See Also
Tasks
How to: Enter Contact Profiles
Concepts
The Automatic Classification of Contacts