Launch numerous surveys on your site to thoroughly study customer demand and adjust your offer to the needs of the up-to-date market. Use various types of questions and survey layouts.

1. User Guide: Survey Page 1
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Survey
Magento Extension
User Guide
Official extension page: Survey

2. Page 2
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Table of contents:
User Guide: Survey
1. Survey Link Creation………………………………………………………………………………………………………..3
2. Survey Categories Creation…………………………………………………………………………………..……….….5
3. Survey Creation………………………………………………………………………………………………………..……..8
4. Questions Creation………………………………………………………………………………………………………….11
5. Manage Reports……………………………………………………………..…………………………………………….…15
6. Survey Settings………………………………………………………………………………………………………………..19
7. Frontend Examples………………………………………………………………………………………………………….20

3. Page 3
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1. Survey Link Creation
User Guide: Survey
To create a link to surveys please go to
CMS > Static Blocks and choose the
block where you want to place the link.
Click on the line with the necessary
block to insert the link.

4. User Guide: Survey Page 4
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Please click on the Show/Hide Editor
button and insert the following link in
HTML format <li class=”last”><a
href=”{{store
direct_url=”survey”}}”>Survey</a><
/li> Then save your settings.
1. Survey Link Creation
In our case we’ve inserted the link in a
footer static block.

5. User Guide: Survey Page 5
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To create a new category please go to
CMS > Survey > Manage Categories and
then click on the Add New Category
button.
2. Survey Categories Creation

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User Guide: Survey
Specify a SEO-friendly URL for
you category.
2. Survey Categories Creation
In case you’ve enabled the
survey only for registered
customers you can choose
customer groups to which the
survey will be available.
Here you can enter the text for
your category description.

7. User Guide: Survey Page 7
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2. Survey Categories Creation
You can specify meta
description and meta
keywords for each survey
category.

8. User Guide: Survey Page 8
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To create a survey please go to CMS >
Survey > Manage Surveys and click on
the Add New Survey button
3. Survey Creation

9. User Guide: Survey Page 9
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Specify a SEO -friendly URL
for your survey.
3. Survey Creation
Choose the category to add
the survey to.
Enable this option if you
want to place each survey
question on a new separate
page.
Set the date of survey start
and expiration.
In case you’ve enabled the
survey only for registered
customers you can choose
customer groups to which the
survey will be available.

10. Page 10
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Enter the text for a survey
final page. You can use
HTML here.
3. Survey Creation
User Guide: Survey
Specify meta keywords and
description for your survey.
Please specify description
for your survey here.

11. Page 11
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To create a new question
for your survey please go to
CMS > Survey > Manage
Questions and then click on
the Add New Question
button.
User Guide: Survey
4. Questions Creation

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4. Questions Creation
User Guide: Survey
Choose the question type:
Pick one - customer can select only
one option;
Pick many - two ore more options
can be selected;
Short answer - customer can enter
the answer in a text field;
Ranking - customer can specify ranks
for answer options;

13. User Guide: Survey Page 13
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4. Questions Creation
Choose the survey to add the question
to.
Specify position number
for each new question.
Here you can enter and edit
the text for your question. Click on the Add New
Option button to add as
many answer variants for
the question as you need.

14. User Guide: Survey Page 14
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For the Ranking question type you can choose
not only the answer option , but the rank as
well.
4. Questions Creation

15. User Guide: Survey Page 15
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To see the Reports list please
go to CMS > Survey > Reports
5. Manage Reports
To view the results in
diagram format please select
the survey name from the
drop-down and then click on
the View Results button.
To export the survey results
specify the survey name in the
Survey Name field and press
the button.

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User Guide: Survey
5. Manage Reports
After you click on the View
Results button you are
redirected to the Survey
Results page.
Click here to export your
results to PDF file.

17. User Guide: Survey Page 17
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5. Manage Reports
You can either view the report
as a chart or export it to PDF
file right from the Reports
grid.

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User Guide: Survey
5. Manage Reports
This is the way the report looks
like in a chart format in admin
panel.

19. User Guide: Survey Page 19
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6. Manage Reports
To find general Survey settings
please go to CMS > Survey >
Survey Settings
Choose the graphic type for your
poll results display: pie or bar.
Specify the font type for your pdf
result reports.
Set these option to “yes” if you
want customers to view survey
results and edit their answers.
Specify SEO-friendly survey
URL prefix.

20. User Guide: Survey Page 20
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6. Frontend Examples
Survey Categories

21. User Guide: Survey Page 21
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6. Frontend Examples
Surveys List

22. User Guide: Survey Page 22
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6. Frontend ExamplesSurvey Example with Pick one
and Short Answer questions

23. User Guide: Survey Page 23
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6. Frontend ExamplesSurvey Example with a Rank
question type

24. User Guide: Survey
Thank you!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
Your feedback is absolutely welcome!
Page 24
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