Requirement
The case records will have the details of the customer, home address and email, and other information. The organization would like to have a customer survey solution so that the business can send customer survey emails to customers from the case record.
Solution
The proposed solution will place a button in the case records named ‘Installation Survey’. The solution will send an email with the link to the survey. The survey will be developed using the custom record functionality of Netsuite(Online HTML form). The survey questions will be added as fields in the custom record. Customer, Home Address(Field Asset), and builder email can be populated to the survey form from the case record. Once the customer submitted the form the response will be added as list records in the custom record. Here the answers for each question will be added as a 5-star rating.
Technical
A custom record is created for the online survey form so that whenever the user submits the online form that will be recorded in Netsuite as a custom record named “Installation Survey”.
Email template
Hi,<p data-renderer-start-pos=”382″>Thank you for working with Eagle Point Solutions. Our Purpose is ‘To Make a Difference for our Customers.’</p>
<p data-renderer-start-pos=”492″>We appreciate your feedback on a recent installation that we completed for you.</p>
<p data-renderer-start-pos=”573″>Please take 2 minutes to complete the brief survey below and help us improve your experience with us in the future.<br /> <br /> Have a great week and thank you for your input.</p><br /><#assign para=”&customer=” +case.custevent_nx_customer.id+”&address=”+case.custevent_nx_case_asset.id+” &emailid=”+case.email+” &caseid=”+case.id> <#assign newurl=” https://5183969-sb1.extforms.netsuite.com/app/site/crm/externalcustrecordpage.nl?compid=5183969_SB1&formid=23&h=AAFdikaIf-mL_bLZnaf3KQmL-4gUBksmnvwRW_ZV2A2b-qp4KKk”+ para> <a href=”${newurl}”>Add FeedBack</a><br /> <br /> Thank You.
Online HTML Form
<!–
–>
Customer Survey
/* * {
font-size: 16px;
} */
#myText1 {
border: 0;
border-bottom: 2px solid black;
outline: 0;
}
#custrecord_jj_additional_comments {
border: 2px solid black;
width: 100%;
outline: 0;
font-size: 16px;
}
#custrecord_jj_builder_email {
border-top: 0px solid black;
border-left: 0px solid black;
border-right: 0px solid black;
border-bottom: 2px solid black;
font-size: 16px;
}
#custrecord_jj_customer_2 {
border-top: 0px solid black;
border-left: 0px solid black;
border-right: 0px solid black;
border-bottom: 2px solid black;
width: 69px;
font-size: 16px;
}
#custrecord_jj_home_address_2 {
border-top: 0px solid black;
border-left: 0px solid black;
border-right: 0px solid black;
border-bottom: 2px solid black;
font-size: 16px;
}
#emailid {
border-top: 0px solid black;
border-left: 0px solid black;
border-right: 0px solid black;
border-bottom: 2px solid black;
}
#cust {
border-top: 0px solid black;
border-left: 0px solid black;
border-right: 0px solid black;
border-bottom: 2px solid black;
}
#addr {
border-top: 0px solid black;
border-left: 0px solid black;
border-right: 0px solid black;
border-bottom: 2px solid black;
}
select:focus {
font-size: 16px;
}
/* Style the submit button */
input[type=submit] {
background-color: white;
color: black;
padding: 12px 20px;
border: 2px solid black;
border-radius: 5px;
cursor: pointer;
float: center;
}
/* .mainTableRow {
font-size: 16px;
} */
.qnumber {
vertical-align: top;
width: 7%;
/* font-size: 16px; */
}
.bodyfield {
display: inline;
}
/* rate1 */
.rate1 {
float: left;
height: 46px;
margin-top: 6px;
}
.rate1:not(:checked)>input {
position: absolute;
/* top: -9999px; */
z-index: -1;
opacity: 0;
font-size: 16px;
}
.rate1:not(:checked)>label {
float: right;
width: 1em;
overflow: hidden;
white-space: nowrap;
cursor: pointer;
font-size: 30px;
/* color: #ccc;*/
color: #27285C;
}
.rate1:not(:checked)>label:before {
content: ‘★ ‘;
}
.rate1>input:checked~label {
color: #ffc700;
}
.rate1:not(:checked)>label:hover,
.rate1:not(:checked)>label:hover~label {
color: #deb217;
}
.rate1>input:checked+label:hover,
.rate1>input:checked+label:hover~label,
.rate1>input:checked~label:hover,
.rate1>input:checked~label:hover~label,
.rate1>label:hover~input:checked~label {
color: #c59b08;
}
/* rate2 */
.rate2 {
float: left;
height: 46px;
margin-top: 6px;
}
.rate2:not(:checked)>input {
position: absolute;
/* top: -9999px; */
z-index: -1;
opacity: 0;
font-size: 16px;
}
.rate2:not(:checked)>label {
float: right;
width: 1em;
overflow: hidden;
white-space: nowrap;
cursor: pointer;
font-size: 30px;
/* color: #ccc;*/
color: #27285C;
}
.rate2:not(:checked)>label:before {
content: ‘★ ‘;
}
.rate2>input:checked~label {
color: #ffc700;
}
.rate2:not(:checked)>label:hover,
.rate2:not(:checked)>label:hover~label {
color: #deb217;
}
.rate2>input:checked+label:hover,
.rate2>input:checked+label:hover~label,
.rate2>input:checked~label:hover,
.rate2>input:checked~label:hover~label,
.rate2>label:hover~input:checked~label {
color: #c59b08;
}
/* rate3 */
.rate3 {
float: left;
height: 46px;
margin-top: 6px;
}
.rate3:not(:checked)>input {
position: absolute;
/* top: -9999px; */
z-index: -1;
opacity: 0;
font-size: 16px;
}
.rate3:not(:checked)>label {
float: right;
width: 1em;
overflow: hidden;
white-space: nowrap;
cursor: pointer;
font-size: 30px;
/* color: #ccc;*/
color: #27285C;
}
.rate3:not(:checked)>label:before {
content: ‘★ ‘;
}
.rate3>input:checked~label {
color: #ffc700;
}
.rate3:not(:checked)>label:hover,
.rate3:not(:checked)>label:hover~label {
color: #deb217;
}
.rate3>input:checked+label:hover,
.rate3>input:checked+label:hover~label,
.rate3>input:checked~label:hover,
.rate3>input:checked~label:hover~label,
.rate3>label:hover~input:checked~label {
color: #c59b08;
}
/* rate4 */
.rate4 {
float: left;
height: 46px;
margin-top: 6px;
}
.rate4:not(:checked)>input {
position: absolute;
/* top: -9999px; */
z-index: -1;
opacity: 0;
font-size: 16px;
}
.rate4:not(:checked)>label {
float: right;
width: 1em;
overflow: hidden;
white-space: nowrap;
cursor: pointer;
font-size: 30px;
/* color: #ccc;*/
color: #27285C;
}
.rate4:not(:checked)>label:before {
content: ‘★ ‘;
}
.rate4>input:checked~label {
color: #ffc700;
}
.rate4:not(:checked)>label:hover,
.rate4:not(:checked)>label:hover~label {
color: #deb217;
}
.rate4>input:checked+label:hover,
.rate4>input:checked+label:hover~label,
.rate4>input:checked~label:hover,
.rate4>input:checked~label:hover~label,
.rate4>label:hover~input:checked~label {
color: #c59b08;
}
/* rate5 */
.rate5 {
float: left;
height: 46px;
margin-top: 6px;
}
.rate5:not(:checked)>input {
position: absolute;
/* top: -9999px; */
z-index: -1;
opacity: 0;
font-size: 16px;
}
.rate5:not(:checked)>label {
float: right;
width: 1em;
overflow: hidden;
white-space: nowrap;
cursor: pointer;
font-size: 30px;
/* color: #ccc;*/
color: #27285C;
}
.rate5:not(:checked)>label:before {
content: ‘★ ‘;
}
.rate5>input:checked~label {
color: #ffc700;
}
.rate5:not(:checked)>label:hover,
.rate5:not(:checked)>label:hover~label {
color: #deb217;
}
.rate5>input:checked+label:hover,
.rate5>input:checked+label:hover~label,
.rate5>input:checked~label:hover,
.rate5>input:checked~label:hover~label,
.rate5>label:hover~input:checked~label {
color: #c59b08;
}
@media screen and (-webkit-min-device-pixel-ratio:0) {
select,
textarea,
input {
font-size: 16px;
}
}
@media screen and (max-width: 600px) {
.rate1:not(:checked)>label,
.rate2:not(:checked)>label,
.rate3:not(:checked)>label,
.rate4:not(:checked)>label,
.rate5:not(:checked)>label {
float: right;
width: 1em;
overflow: hidden;
white-space: nowrap;
cursor: pointer;
font-size: 22px;
/* color: #ccc;*/
color: #27285C;
}
.ratingText {
font-size: 12px;
width: 30%;
}
}
.rate1,
.rate2,
.rate3,
.rate4,
.rate5 {
width: max-content;
}
@media(min-width:768px) {
.main-table {
width: 600px;
}
}
@media(max-width:350px) {
.rate1,
.rate2,
.rate3,
.rate4,
.rate5 {
margin-top: 17px;
}
}
@media(max-width:316px) {
.defNot {
padding-top: 10px;
}
}
@media(min-width:330px) and (max-width:400px) {
.rate1,
.rate2,
.rate3,
.rate4,
.rate5 {
margin-left: -2px;
}
}
Please take just a couple of minutes to provide feedback on your recent flooring installation.
Thank you for your input:
Builder Email Address:
<!– –>
Customer:
<!– –>
Home Address:
<!– –>
Builder Satisfaction Survey
1.
I would recommend Eagle Point to another builder or coworker:
Definitely not
5 stars
4 stars
3 stars
2 stars
1 star
Definitely
2.
Eagle Point delivered products and services complete and on time:
Definitely not
5 stars
4 stars
3 stars
2 stars
1 star
Definitely
3.
Rate the quality of installation:
Disappointing
5 stars
4 stars
3 stars
2 stars
1 star
Exceptional
4.
Rate the quality of communication with the office:
Disappointing
5 stars
4 stars
3 stars
2 stars
1 star
Exceptional
5.
I was able to get the job scheduled when I wanted:
Disagree
5 stars
4 stars
3 stars
2 stars
1 star
Agree
6.
Additional Comments:
$(document).ready(function () {
setDefaultFields();
});
function setDefaultFields() {
const queryString = window.location.search;
console.log(queryString);
const urlParams = new URLSearchParams(queryString);
var customer = urlParams.get(‘customer’)
console.log(customer);
var address = urlParams.get(‘address’)
console.log(address);
const email = urlParams.get(’emailid’)
console.log(email);
const caseid = urlParams.get(‘caseid’)
console.log(caseid);
// if (address) {
// $(“#custrecord_jj_home_address_2”).val(address);
// $(“#addr”).text(address);
// }
if (email) {
$(“#custrecord_jj_builder_email”).val(email);
$(“#emailid”).text(email);
}
if (caseid) {
$(“#custrecord_jj_case”).val(caseid);
}
if (address) {
address = address.replace(/\D/g, ”);
console.log(address);
var obj1 = {};
$(“#custrecord_jj_home_address_2 option”).each(function (i, op) {
obj1[$(op).val()] = $(op).text();
});
console.log(obj1);
console.log(obj1[Number(address)]);
if (obj1[Number(address)]) {
$(“#custrecord_jj_home_address_2”).val(address);
$(“#addr”).text(obj1[Number(address)]);
}
}
if (customer) {
customer = customer.replace(/\D/g, ”);
var obj2 = {};
$(“#custrecord_jj_customer_2 option”).each(function (i, op) {
obj2[$(op).val()] = $(op).text();
});
if (obj2[Number(customer)]) {
$(“#custrecord_jj_customer_2”).val(customer);
$(“#cust”).text(obj2[Number(customer)]);
}
}
}
function retVal(myRadio) {
var name = myRadio.name;
var value = myRadio.value;
// alert(name + ” : ” + value)
switch (name) {
case “quest1”:
document.getElementById(“custrecord_jj_question_1”).value = value;
break;
case “quest2”:
document.getElementById(“custrecord_jj_question_2”).value = value;
break;
case “quest3”:
document.getElementById(“custrecord_jj_question_3”).value = value;
break;
case “quest4”:
document.getElementById(“custrecord_jj_question_4”).value = value;
break;
case “quest5”:
document.getElementById(“custrecord_jj_question_5”).value = value;
break;
default:
break;
}
}
