Training evaluations and inquiries

Back office staff members can initiate evaluation sheets of external contacts using the Web Client after a training and view or evaluate the sheets in the marketing action or in the appointment.

Answers - as opposed to the responses when using an external email marketing solution - are not visible in the serial emails but always only in the main case (event of the Training, Webinar, … type) or in the source activity (appointment) of the serial emails.

The requirements for using the Web Client as the frontend for filling in the questionnaire must be met (see Using the Web Client as the frontend). The questionnaire has the following properties:

• Anonymous
• Non-modal
• Registration type = once
• The questionnaire has a start, end, and fallback page, because it is filled in by an external person using the Web Client.
• In the save userexit, depending on the use case, an appointment attendee status or the case status can be set automatically.
• The questionnaire is released (according to the PSA_QST_STA_QUE variable).
• The questionnaire is assigned to the marketing action.

To a marketing action of the "Webinar"type, a questionnaire is associated, and to a marketing operation of the "Train­ing" type, several training dates with users can be assigned.

With the business cases, the back office creates an email based on a special serial email template (exam­ple template in the standard: series emails with questionnaire URL). The serial email function is accessible using the activity assistant. The standard emails include a hyperlink with which the recipient can open the questionnaire in the Web Client. This link includes the application set for the autologin, the URL of the Web Portal, the login user-ID (guest user), and the questionnaires themselves.

After pressing Send, the questionnaire selection appears and is preset with the released question­naires in the marketing action. The back office selects the desired questionnaire and confirms a security query. The training attendee receives the email, opens the questionnaire using the hyperlink in the web portal, and fills it in. When finished - according to the questionnaire specification -, anonymous or personalized answer records are written to the answer table, and can be viewed in the marketing action and in the contact. The attendee status in the marketing action is automatically set by the Save-user­exit of the questionnaire.

If the training evaluation is to be captured by the back office (evaluations are available as a hard copy), a select function can be provided to open the questionnaire in the external contact list of the marketing action.