Survey Variables

Survey Variables

Overview

The following article contains some of the more common variables that can be used in a Survey.

${ formatDate( surveyInformation.date.value, ‘L HH:mm’, ‘en’ ) } Replace date with the field name that contains the date to be formatted

  • Will format a date as January 1, 2020 13:55

${agentInformation.firstName}

  • Contains the first name of the agent that is currently handling this workitem.

${agentInformation.lastName}

  • Contains the last name of the agent that is currently handling this workitem.

${surveyInformation.FieldName.value} Replace FieldName with the name that was provided to the field.

  • Contains the value that was entered in the survey for the field replaced by FieldName.

${workitemInformation.type}

  • Contains the type of the current workitem.
  • Some of the values are:
  • ‘InboundCall’
  • ‘OutboundCall’
  • ‘InboundSMS’
  • ‘OutboundSMS’
  • ‘Email’
  • ‘Chat’

${workitemInformation.campaign.name}

  • Contains the name if the current campaign.

${workitemInformation.to}

  • Contains the dialed number.
  • If placing an outbound call, this would contain the number the system or agent called.
  • If receiving an inbound call, this would contain the number the customer dialed to enter the system.

${workitemInformation.from}

  • Contains the caller ID.
  • If placing an outbound call, this would contain the caller ID from the campaign.
  • If receiving an inbound call, this would contain the customer’s caller ID.

${leadInformation.name}

  • When using Predictive/Progressive/QB, this variable will contains the data that is stored in the field called name from the uploaded list.

${leadInformation.firstName}

  • When using Predictive/Progressive/QB, this variable will contains the data that is stored in the field called firstName from the uploaded list.

${leadInformation.lastName}

  • When using Predictive/Progressive/QB, this variable will contains the data that is stored in the field called lastName from the uploaded list.

surveyInformation.multiselect.value.indexOf(‘value of multiselectoption’) Replace ‘value of multiselectoption’ with the value to compare with.

  • If the result of the comparison is: > -1, then the value you are checking against is the selected value.
  • The following example is based on the user selecting from a list of values that are colours from a multi-select component:
  • To check if the user selected the colour ‘Red’, the following condition would be applied:
  • surveyInformation.multiselect.value.indexOf(‘Red’) > -1

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.