Manage Cisco Webex Support Session Forms in Cisco Webex Control Hub

The feedback request forms that Webex Support utilizes can be modified at the discretion of the site administrators.

Forms for Webex Supported Sessions

Site managers have the ability to have Webex Support ask users for the following information both before and after sessions:

• Pre-Session questionnaires are available for consumers to fill out prior to participating in sessions in order to submit their contact information or to ask questions.
• Post-Session feedback forms that clients can fill out on their way out of sessions to provide feedback regarding the quality of the service.

Modify the Items on the Pre-Session and Post-Session Forms According to Your Needs

1.  From the customer view at https://admin.webex.com, navigate to the Services menu and pick Sites from the Meeting menu subheading.
2. click the Webex site whose settings you want to edit, and then click the Configure Site option.
3. Select Forms from the menu located under Webex Support.
4.  Determine whether you want to personalize the Pre-Session or Post-Session form and click the corresponding button.
5. First, check the box in the first column for each item that you want to appear on the form. Then, check the box in the second column for each item that you want to require participants to complete.
6. Click the “Add New” button to add a new component to the form.
7. Follow these steps to install a text box that allows users to enter information:

• • Choose the text box option.
  • Choose the Multi-line option if you want to make a text box that contains more than one line of text.
  • Enter the name that is displayed next to the box where it says “Text box label.”
  • In the box labeled Width, enter the width that you want each line to be.
  • Select the Save option.

8. Follow these steps to provide a check box that users may use to choose one or more of the available options:

• • Check the boxes that apply.
  • Enter any text you like at the Group label spot; it will show up before the selections.
  • In the box labeled “Check box,” type the name that will appear next to each available choice for users to select.
  • Selecting Selected from the drop-down list will make it appear as though a particular choice has been chosen.
  • Steps c and d need to be repeated for each additional choice that needs to be provided on the form. To add more options, pick the drop-down menu labeled Add, and then choose the desired amount of additional options.
  • Select the Save option.

9. To add a checkbox that allows users to choose just one of several available options:

• Click the buttons labeled Options.
• Enter any text you like at the Group label spot; it will show up before the selections.
• In the Choice field, enter the name that will appear next to each available selection for consumers to make.
• To make one of the options the default choice, use the drop-down menu labeled “Default choice” to select the option you want to make the default for.
•  Need to be repeated for each additional choice that needs to be provided on the form. To add more options, pick the drop-down menu labeled Add, and then choose the desired amount of additional options.
• Select the Save option.

10. To incorporate a drop-down menu into your website, from which customers can pick a single available option:

• Choose from the drop-down menu.
• Enter any text you like at the Group label spot; it will show up before the selections.
• In the Choice field, enter the name that will appear next to each available selection for consumers to make.
• To make one of the options the default choice, use the drop-down menu labeled “Default choice” to select the option you want to make the default for.
• Need to be repeated for each additional choice that needs to be provided on the form. To add more options, pick the drop-down menu labeled Add, and then choose the desired amount of additional options.
• Select the Save option.

11. From the page of the specified form, use these steps to rearrange the items on the list so that they appear in a different order:

• Click Change Order.
• After selecting the item that should be moved, use the arrows to move it either up or down.
• Select the Save option.

12. Click the Save button once you are back on the page of the form.

Include the Pre-Session Registration Form

Follow these steps to generate HTML code that you can employ to embed the Pre-Session form into a web page or create a button that links to it.

Users have the ability to display the Pre-Session form by clicking one of several different sorts of buttons, which site administrators have the option to pick.

1.  From the customer view at https://admin.webex.com, navigate to the Services menu and pick Sites from the Meeting menu subheading.
2.  Select the Webex site whose settings you want to edit, and then click the Configure Site button.
3.  Select Forms from the menu located under Webex Support.
4. Choose Pre-Session from the drop-down menu, and then navigate to the Embed Form tab.
5. Choose any one of the following options:

• In order to generate the HTML code for the Pre-Session form, embed the form into any one of the web pages that the site administrator has created.
• You can generate the HTML code for a link to the Pre-Session form by including a button that links to the form on any of the web pages that the site administrator maintains.

6. In the section labeled “Default Buttons,” choose the type of button you want to create before continuing.

7. Make sure Generate HTML is selected to see the HTML code displayed in the text box.

8. Choose the Preview option to display the Pre-Session form or the button that was selected.

9. First click the Go Back button, then the Save button.

• A support session number is always included in the Pre-Session form, which Webex Support generates automatically for each support session. You will not be able to delete this number from the form.
• The information that is collected in a Pre-Session or Post-Session form is written down and saved in the log of the support session. The data can be viewed in a log by administrators of the site, and they can export it into a file that can be opened in a database application or a spreadsheet program.