Same page condition examples...

Here are a couple of examples illustrating the new same page condition functionality.

The first example shows a simple "recommend" survey. When first clicked, the survey shows one standard "Would you recommend us..." question.

Then, depending upon their answer additional text is displayed with an essay question asking for more details.


The second example shows a call script that would typically be initiated from your CRM or CATI system.

Information personalizing the call would be passed in to the script and based on the answers to the questions, additional questions are displayed on the page and the agent is taken through only the questions that they should be answering.

For example, the questions change according to the customer's/prospect's interest and the agent is only prompted to capture a new email address if the email address is incorrect.

Same page conditions are now live....

Clicktools now provides the ability to execute powerful and complex conditions on the same page, showing content as required.

Watch out for more examples on the blog soon.

Putting smiley faces in to questions....

As you probably know, Clicktools allows you to enter custom html in to content. One particularly useful result of this is the ability to include images in to question options, as shown in the example below.

To do this, you simply insert some simple html in to the questions options using an IMG tag. An example is shown below:

<img src="http://www.clicktools.com/dashboard/org/sfdemo/images/exc.png"><span style="color:white">A</span>

A

This displays a broad smiley face (as for the leftmost option) and will pass a value of 'A' in to your CRM. The 'A', whilst a part of the question is actually displayed in the same color as the background so the respondent does not see this letter. This code can be used in other options with different images and values to pass in to your CRM.

For more information on the IMG tag and other html look at http://www.w3schools.com

Clicktools needs UK Java Developers...

Clicktools is looking for a Senior Application Developer to join our Poole (UK) based development team.

We are looking for a dynamic, self motivated and energetic person who craves to be constantly challenged, has a passion for development and works well in a team based environment.

You will be a developer with 5+ years of commercial experience in Java based web application development. You will be comfortable with all tiers of the application from SQL through application, to browser UI.

To apply for this position, please email javadeveloper@clicktools.com with covering letter and CV/resume. No agencies please.

Job opportunity description:

• Development of new application functionality.
• Maintenance and enhancement of existing functionality.

Job requirements:

• Legally entitled to work in UK
• Minimum of 5 years experience in a senior web based development role.
• OOP and software design ability; should be able to create designs and write code that meets specified architectural objectives.
• Hard core Java development experience with broad skills in technologies such as J2SDK/J2EE, Servlets, and JDBC with skills to quickly learn and apply new technologies.
• Excellent knowledge of browser technologies; HTML, Javascript & CSS.
• Working knowledge of Javascript UI libraries such as JQuery.
• Unix/Linux experience.
• Good communication skills.

Package:

• Salary £40-£45 dependent upon experience
• Contributory stake holder pension
• 25 days holiday per year + birthday
• Participation in employee share scheme.
• Cycle to work scheme.
• Child-care voucher scheme.

To apply for this position, please email javadeveloper@clicktools.com with covering letter and CV/resume. No agencies please.

Document upload with Salesforce

Clicktools now contains a document upload capability. When passing this in to Salesforce CRM there are several options for you to consider. Depending upon the type of field, Clicktools will automatically pass across a link to the document or physically transfer the document in to Clicktools.

1. Store a link to the document in a field

Links to documents can be stored in Text, Essay or URL fields. If your organization has set Document Access to 'Public' then anyone will be able to click on the link and see the document. If Document Access is set to 'Private' then the document will only be visible to Clicktools users. 

Any clicks on this link will count againt your Clicktools document download allowance and the document must remain in Clicktools for the link to be valid.

2. Store the document as an Attachment

To physically transfer the document, map the Document question to the Body [Base64] field in an Attachment. You must also populate the  Filename and the Parent ID. 

As a suggestion, ask the recipient to describe what they are sending you and use this as the Filename or use a Fixed Value depending on the type of information you are collecting on your form/script. E.g. Use 'screengrab' to describe collection in a web2case form or 'Resume' to link to a job application. 

The ParentID should be the object that wil own the Document. This may be a Case, Account, Contact or any object (standard or custom) that you have linked Notes and Attachments to in your Salesforce Setup.

3. Store the document as a 'Document' 

Documents in Salesforce are intended to provide a document store for internal users so this option is most likely to be used in a form that will allow non-Salesforce users to pass documents in to Salesforce. A form could offer a list of folders and pass the document in to Salesforce. 

In this example, you must also provide a Document Name (probably provided by the recipient) and the folder name. You should also capture a description - again best provided by the recipient.

If options 2 or 3 are chosen the physical document is transferred so the Public/Private settings in Clicktools are not applied. The document will count against your document allocation in Salesforce.

Spring 2010 update...

The last additions to the Spring release will be included in Clicktools over the next couple of weeks:

Available now:

Document upload

A new question type is included enabling you to collect documents as part of a script/survey. Common examples include collecting screengrabs as part of a web2case form or resume/CV collection for job application forms. Document uploaded is free of charge but is subject to a fair user policy.

Note: Each user is limited to a maximum of 5GB storage (~10,000 documents of 500KB) and 10GB download (~20,000 downloads) per year. Please contact Clicktools to discuss pricing if you require additional capability. If any user/organization exceeds this fair use policy they will be contacted and asked to reduce/limit usage. Continuing to exceed this policy will result in either charges or withdrawal of the feature. Clicktools reserves the right to charge for this feature in future.

Improved support for right to left languages/scripts

Customers wishing to deploy surveys in Arabic, Farsi, Hebrew and Urdu will be pleased to hear that Clicktools now automatically right aligns content and controls (buttons) to more effectively support right to left scripts.

Available in week beginning 19 April: 

Same page conditions

Clicktools contains a very powerful condition capability with conditions implemented on a page-by-page basis. Now, you can also define conditions against questions to reveal content on the same page. 

Example applications include call scripts where questions and instructions are shown/hidden as the agent answers questions or simplification of one page forms/surveys with lots of variable content. As a guide, page breaks should still be used to separate different 'sections' of questions.

More examples will be posted on the blog in due course. Further details can also be found in the release notes at www.clicktools.com/documents/spring_2010_update.pdf