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:
Surveys Responses
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:
Field | Value | Description |
---|---|---|
Recipient | Reporter (default) Assignee Custom | The email recipient will be taken from reporter, assignee or |
Rating type | Stars (default) Smiles Numbers Link | Rating type will be used as part of the email body instead of mask |
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 |
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 |
Email subject | Text: default value → | The subject of the survey email. Also, the next masks might be applied inside: |
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 |
---|---|
| 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) |
| Issue key |
| Issue summary |
| Issue assignee (display name) |
| Issue reporter (display name) |
| Issue type |
| Project key |
| Issue created date in the format |
| Issue updated date in the format |
| Issue status |
| Issue description |
| Issue link (displayed as issue key) |
| Dispalyed as a sum of the fields Rating type + Rating color + Rating size. |
Survey
SMTP
Trigger
Periodicity
View Permissions
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