Designing the Feedback Form in ESS
Designing the Feedback Form in ESS
For collecting user feedback, a facility is provided to collect opinions from the users based on a trigger from Efecte Service Management. The trigger is an email generated as part of workflows defined and allows visual experience lowering the barriers for user acting upon it.
The solution in its entirety is explained in a separate document, but here you will have a brief overview of how to configure the functionality in Efecte Self-Service.
Note, all feedback other than text areas are sent to Efecte Service Management as numeric values.
Administrator View
When creating feedback forms in Efecte Self-Service, administrators have an array of tools at their disposal for an optimized user experience:
Key Elements
Form Elements (1.):
- Located on the right-hand side under the "Add" option.
- Header: Helps to structure the form. Does not integrate with external systems.
- Text Area: Allows for extended text input.
- Checkbox: Suitable for selections, like agreeing to terms.
- Rating: Uses a radio-button selection with a 1-4 scale. Conveys the numeric choice to integrations.
Labels (2.):
- These guide users with questions or headings.
- Multilingual support available depending on system configuration.
Code Mapping (3.):
- Ensure correct code correspondence between Efecte Self-Service and Efecte Service Management to capture feedback accurately.
Drag-and-Drop Functionality (4.):
- Easy repositioning of form elements.
- Visual cues provide element type, mandatory status, label, and attribute code.
Form Management Buttons (5.):
- Enable: Activates the form via URL.
- Disable: Deactivates form access.
- Publish Changes: Use when modifications are made to the form. Deactivates upon manual reversion.
- Discard Changes: Resets the form to its state from the last save.

End-User View
In this segment, the administrator's design choices translate to the user interface. However, it's crucial to recognize that display variations may exist across different browsers.

Feedback Form Essentials
Certain facets of feedback forms remain constant, but there's still a vast realm of customization:
Icon-to-Value Association: Rating icons have consistent numeric associations. The most positive icon, for instance, always equates to a rating of 1.
Tenant-specific URL: Feedback forms are displayed to users via a unique URL for each tenant (e.g., tenant.efectecloud.com). Included within this URL is an identifier, typically the Service Request (e.g., SR-000001) or Incident ID (e.g., INC-0000001).
Rating Icons Table: An illustrative table showcasing each smiley icon, its corresponding numeric rating, and any other relevant details could be beneficial for administrators and users alike.

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