Configure Feedback Template
Feedback Templates will be filled in by users to complete their Claim for credit(s). These can be as simple or complex as required, a minimum of one field is required for end-users to claim credits.
Creating Feedback Template
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Go to the Settings Tab from the desired program
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Click Edit at the bottom of the page
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Locate the Feedback section, and click Create next to Feedback Template
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Select Add Field
- Add as many fields for the information to be collected as wished to
- Select View all field types, for more options and detailed descriptions of their use
- Select Save to commit the template configuration
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Alternatively, you can also Import a Feedback Template from another program. Instead of Create click **Import,**search the program you are importing from by name, and click Copy
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(Optional) Use Users → This feature allows you to match a list of users to corresponding Feedback Templates each should fill out. Toggle this option if you would like to control which Template each Claimer fills in
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Items Label→ This will be the label attached to each claim
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Claim Label→ This will be the text added to the button that allows users to make a Claim in your program
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(Optional) Speaker Template→ Speaker Templates can be used to collect feedback on specific speakers who lead sessions
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Select the Save button at the end of the page
Edit Feedback Template
- From the Settings Tab, click Edit at the bottom of the page
- Go to the Feedback section and click Edit next to Feedback Template
- From the pop-up window, click Edit again to start updating/adding or removing fields
- Click Saveat the bottom of the pop-up window
- Then Save again, at the bottom of the main settings page