Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 20 Next »

Once you have installed the app, you are able to create Fabulous Surveys for your Jira instance.

Any user working with the plugin for the first time must "allow access" from the plugin to the Jira instance

Configuration

Basically, the plugin provides several layers of configurations:

let's look at each of them.

Global surveys SMTP configuration

By default, the plugin uses our native SMTP server to send survey emails. There are some limitations, in that case, recipients achieve emails from the next address: support@together4apps.com

If you would like to change this address or use your native SMTP server, you can configure this by the next path:

Go to: Apps (top navigation menu) → Manage your apps → Global surveys SMTP configuration (left side menu)

Please note

In the information section declared which SMTP configuration is used for all campaigns by default, Please check the message 'Used default…' (support@together4apps.com) or 'Used custom…’ (your SMTP config) this configuration might be overridden directly inside the campaign SMTP configuration.

If you delete your custom SMTP configuration, the plugin switches to using the native one.

If you deleted or changed the Global SMTP configuration for the existed campaign, it anyway will be used on the campaign configuration layer, until you change this. Please follow the campaign configuration section to get more details.

Campaigns Settings

A campaign might be created only within the scope of some project. You might have several campaigns per project. This interface is available only for site admins who have access to the ‘project settings’ section.
Go to: <Your project> → Project Settings (left menu) → Campaigns Settings (left menu)

You can configure Survey Campaigns or View Permissions in the scope of the corresponding tab.

Survey Campaigns

To create a new campaign click the button ‘Create campaign' and provide a unique name for the campaign and click 'Create':

In the campaigns table, you can modify a status (active/disabled), and edit or delete a campaign.

To make the campaign active/disabled just press it status button.

To edit the default campaign configuration click the Edit button:

Email

Field

Value

Description

Recipient

Reporter (default)

Assignee

Custom

The email recipient will be taken from reporter, assignee or Users for survey custom field type.

Rating type

Stars (default)

Smiles

Numbers

Link

Rating type will be used as part of the email body instead of mask @@ratingType@@

Rating size

From 5 (default) to 10

Applied only for: stars, smiles or numbers

Rating size will be used together with selected rating type as part of the email body instead of mask @@ratingType@@

Rating color

Black, Blue, Coral, Cyan,Deep Pink, Green, Red (default), White, Yellow

Applied only for: stars, smiles or numbers

Rating color will be used together with selected rating type as part of the email body instead of mask @@ratingType@@

Email subject

Text: default value →

Leave your job satisfaction at @@issueKey@@

The subject of the survey email. Also, the next masks might be applied inside:
@@person@@ @@issueKey@@ @@issueSummary@@ @@issueAssignee@@ @@issueReporter@@ @@issueType@@ @@projectKey@@ @@issueCreated@@ @@issueUpdated@@ @@issueStatus@@ @@issueDescription@@
To get more please check the applicable mask type section

Email body

HTML: default value ->

Dear @@person@@,
    <br>
    <br>
    We have completed work on the issue @@issueLink@@,
    <br>
    please rate our service.
    <br>
    <br>    
    @@ratingType@@
    <br>
    <br>
    <p style="color:red; font-weight:bold;">
    Please don't reply to this email
    </p>

APPLICABLE MASK TYPES

Mask

Description

@@person@@

Name of the email recipient (for the custom recipient without Jira name will be used xxx prefix of the email (e.g: xxx@mail.com)

@@issueKey@@

Issue key

@@issueSummary@@

Issue summary

@@issueAssignee@@

Issue assignee (display name)

@@issueReporter@@

Issue reporter (display name)

@@issueType@@

Issue type

@@projectKey@@

Project key

@@issueCreated@@

Issue created date in the format mmmm dS, yyyy, h:MM:ss TT Z

@@issueUpdated@@

Issue updated date in the format mmmm dS, yyyy, h:MM:ss TT Z

@@issueStatus@@

Issue status

@@issueDescription@@

Issue description

@@issueLink@@

Issue link (displayed as issue key)

@@ratingType@@

Dispalyed as a sum of the fields Rating type + Rating color + Rating size.

Survey
SMTP
Trigger
Periodicity

View Permissions

\uD83D\uDCCB Get more about using

Find different ways how to use our solution in the using section

  • No labels

0 Comments

You are not logged in. Any changes you make will be marked as anonymous. You may want to Log In if you already have an account.