Configure Feedback Template
Feedback Templates are used by users to complete their claim for credit(s). These templates can be as simple or as complex as needed, but a minimum of one field is required for users to submit a claim.
Creating a Feedback Template
- Go to the Settings tab of the desired program.
- Click Edit at the bottom of the page.
- Locate the Feedback section and click Create next to Feedback Template.
- Click Add Field to begin configuring the template.
Field Configuration Options
- Add as many fields as needed for the information to be collected.
- Click View all field types for more options and detailed descriptions of their use.
- Click Save to finalize the template configuration.
Importing an Existing Feedback Template
Instead of creating a new template, you can import one from another program.
- Click Import instead of Create.
- Search for the program you are importing from by name.
- Click Copy to import the template.
Additional Configuration Options
- Use Users → Enable this to assign specific users to corresponding Feedback Templates.
- Items Label → This label will be attached to each claim.
- Claim Label → The text displayed on the button users click to submit a claim.
- (Optional) Speaker Template → Use this to collect feedback on specific speakers leading sessions.
Click Save at the bottom of the page to apply changes.
Editing a Feedback Template
- Go to the Settings tab and click Edit at the bottom of the page.
- Locate the Feedback section and click Edit next to Feedback Template.
- In the pop-up window, click Edit to update, add, or remove fields.
- Click Save at the bottom of the pop-up window.
- Click Save again at the bottom of the main settings page.
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