Configure permissions for Survey in Marketing Plus

Configure permissions for Survey in Marketing Plus

Hello everyone,
 
Earlier, while creating roles, you were able to give access to manage all surveys or just the surveys created by the user in the Survey module.


We've now added various permissions to manage and publish surveys in Marketing Plus to help you better manage your surveys. Here's the list of all the permissions that are available which can be configured while created a role.

Brand permissions: You can allow/read only/deny access to the following brand permissions:
  • Other user surveys: Access surveys created by other users
  • Tag management: Access and manage tags
  • Theme management: Set up custom theme operations
  • Image management: Manage uploaded images

Survey permissions: You can allow/read only/deny access to the following survey permissions:
  • Builder access: Access to the builder, settings, integrations, and launch operations
  • Basic survey operations: Access to surveys, themes, custom variables, settings, scoring, translating surveys, and more
  • Launch operations: Access to distribution, campaigns, buy responses, offline surveys, launch visibility, restrictions, passwords, and closed survey
  • Response actions: Access to integrations, trigger functions, trigger emails, and webhooks
  • Export operations: Access to invite reviewers, copy, export, and print
  • Share operations: Access to share surveys and reports
  • Transfer survey: Allows transferring of surveys to another user

Report access: Enable the toggle switch to grant access to reports.
You can allow/read only/deny access to the following permissions:
  • Basic report operations: Access to the summary of reports, filters, and custom reports
  • Individual responses: Access to individual responses and filters
  • Export operations: Access to scheduling reports, exporting, and printing
  • Share reports: Access to sharing summaries and individual reports
  • Delete response actions: Access to deleting individual or bulk responses using filters

The default roles in Marketing Plus such as Brand Admin, Brand Marketer, and Brand Member will have the updated permissions specified in the table below. Also, custom roles created with 'Manage all Surveys' permission earlier, will now have the permissions of a Brand Marketer. Likewise, roles created with 'Manage Surveys they Create' permission earlier, will now have the permissions of a Brand Member.
 
Features
Permissions
 
Brand Admin
Brand Marketer
Brand Member
Brand Permissions
Other user surveys
Allow
Allow
Deny
Tag management  
Allow
Allow
Read Only
Theme management
Allow
Allow
Read Only
Image management
Allow
Allow
Read Only
 
 
 
 
Survey Permissions
Builder Access
Enabled
Enabled
 Enabled
Basic survey operations
Allow
Allow
Allow
Launch operations
Allow
Allow
Allow
Response actions
Allow
Allow
Allow
Export operations
Allow
Allow
Allow
Share operations
Allow
Allow
Allow
Transfer Survey
Allow
Allow
Allow
 
 
 
 
Report Access
Enabled
Enabled
Enabled
Basic report operations
Allow
Allow
Allow
Individual reports
Allow
Allow
Allow
Export operations
Allow
Allow
Allow
Share reports
Allow
Allow
Allow
Delete response actions
Allow
Allow
Allow

 

Click here to learn more about creating roles in Marketing Plus.
 
We hope you found this useful. Try it out and let us know your feedback in the comments!

    • Recent Topics

    • Surpress Zoho warnings in Customer Portal

      I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • Send email to all contacts related to a module

      My use case: I have a module named products, the records of which contains a related list of contacts associated with subscribing to that product. In cases where i need to trigger emails manually to give specific unprecedented updates of that product,

    • Function #28: Automatically calculate Customer Loyalty points

      Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to

    • Custom Modules Support for Zoho Creator Integration

      The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to code

    • C# SDK net8.0 compatibility

      The NuGet packages seem to be targeting .net4.6.1 only. Are there any plans to target .net8.0, which is the current LTS version? Which package should I be using to interact with the API when targeting .net8.0, if any? If the SDK does not readily support

    • Notifications

      I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notification on the bell icon however with a delay from real time and without a sound,

    • Disable All

      I want to disable all the fields on the form when it loads.  I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City;  ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load.   On load = disable All Thank you for any help.  

    • Zoho Mail - CRM Widget

      When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRM

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • Feature request - export as video

      Export presentation as video. I think that it would be super useful for many users. Thanks

    • Display Company Logos in Pipeline View

      To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier

    • Attention: Scheduled Maintenance at US DC on Dec 19, 2024

      Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts

    • StatusIQ

      Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

    • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

      Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568

    • Cross module filtering is now supported in CRM

      Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access

    • Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"

      When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filter

    • Getting email status through api

      Refer to code below for getitng status of mail sent through CRM any modules. You can get the subject as a key in each response, so if you want to filter a specific email you just put an if condition for that. Note that the status will be given as a JSON

    • How to refresh/update module fields in

      Hi, I created a Workspace for CRM years ago. Since that time I've updated the layouts in several modules in CRM but Zoho Analytics displays the previous state fields only. How to refresh the module fields to reflect the actual state in Analytics? BR

    • Présentation d'une nouvelle fonctionnalité de webinar à la demande

      De nos jours, les gens s'attendent à un accès instantané aux informations et aux ressources, qu'il s'agisse de divertissement en continu ou d'apprentissage en ligne. Conscients de cette évolution, nous sommes ravis de vous présenter une nouvelle fonctionnalité

    • An accurate email totals report

      DOes anyone know how to create an email totals report that actually works? I am running the outlook integration and if I count the actual total number of emails that I sent last month, it is ten times higher than what zoho reports.

    • Settings - Time Display 12-hour vs 24-hour

      Hi All This is probably a question for developers as it only seems to be an issued on applications published from Developer account to client accounts. Usually a client would update how they want to view their time (12-hour vs 24-hour) in the Settings

    • AMP HTML in Email Templates on Zoho CRM?

      Hello Team! Is it possible to add AMP HTML features to the email tempalte in Zoho CRM? Im using an external service to create tempaltes and they provide me with AMP HTML features, or dynamic HTML modules. But when I try to add them to the Email template

    • Error : Bin Locations Provided are not valid

      1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on

    • [FREE LIVE WEBINAR] Maximize the impact of your marketing campaigns using a centralized Brand Studio

      Hey everyone, We're introducing a free live webinar on Zoho Marketing Plus entitled Maximize the impact of your marketing campaigns using a centralized Brand Studio. The main agenda of the webinar is to give you a complete overview of how Zoho Marketing

    • Trouble Creating Basic Chart for Accounts - past 6 months

      We run a sports performance gym, and I want to create a chart to track member growth, by month, over the last 6 months or so. We group members under the Accounts module (e.g. a family of 4 contacts has 1 billing account). Accounts are termed "Active"

    • Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?

      In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view

    • Sorting a list of record acquired from the zoho.crm.searchRecords function.

      This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains

    • Creating cadences Unable to save

      Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd

    • Tab order for custom phone fields.

      Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for

    • How Can i put a form in Zobot

      Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

    • Sales IQ needs to capture both first and last names

      Sales IQ chat only has one field for name. When this then syncs with Campaigns, the field populates the "last name" field in Campaigns. However most people fill in the "name" field of Sales IQ with either their full name or their Christian name. This

    • Export PDF from Zoho Books via API

      Hi, I'm trying to export a PDF of all the invoices from a customer in Zoho Books via API. I'm doing it this way: $url = 'https://books.zoho.com/api/v3/invoices/pdf?'; $token = "xxxxxxxxxxxxxxxxxxxxx"; $org_ID = "xxxxxxxx"; $invoice_ids = "6289710000XXXXXXXX,62897100000YYYYYYY"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url . 'authtoken=' . $token . '&organization_id=' . $org_ID . '&invoice_ids=' . $invoice_ids); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER,

    • is there a way to tag the form rule? so that the email workflow can be sent through zoho begin for that perticular response?

      I have a form rule; based on which the response like a program to be sent via begin workflow. How do i do that?

    • Zoho Writer page break in a merge repeating region always adds an unwanted blank page

      Hi I'm merging a Zoho CRM record to a Zoho Writer document with a repeating region to display subform records on their own page within the document. When I try to insert a page break in a repeating region, the resulting merge always adds an unwanted blank

    • Introducing bot filtering for accurate analytics

      Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

    • Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

      The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin

    • Zoho Mail POP & IMAP Server Details

      Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

    • Company domain with Zoho Mail as support email in Zoho Desk

      Hello, We are a Zoho One customer. We just converted to Zoho Mail from Google Workspace Mail yesterday. We have a domain name for our company. With Gmail, we were able to forward our info@company.com email to Zoho Desk. Customer would then be able to

    • Next Page