One of the most powerful ways to attract new customers is to let them see how your current customers feel about you. Using this Customer Reference custom form and workflow, your sales force and employee base can easily submit new and relevant references. You can update the forms product drop down menus with your products which will allow you to get a quick bird's eye view of which products are being used and where you can focus efforts for future sales revenue. The workflow associated with the form is very simple yet gives a reviewer the ability to accept or reject incoming entries so you can leverage the good things that customers are sharing with you that you may want to share with others.
Figure 1: Customer Reference Form
Figure 2: Customer Reference Workflow
This is one of our most practical forms. Businesses are often faced with the problem of finding a way to communicate their value to their partners, current customers and even their potential customers. This Vibe form and workflow allows you to automate this process. In this form and workflow we have created a sample form to be used gathering information about your customers and how they are using your products. If it doesn't fit the needs of your business, check our articles for more information to help you make adjustments to the form and workflow.
The workflow can be designed for reviews by as many individuals as necessary. Marketing (or whoever is in charge of managing references within your organization) can play a very central role in this process. You need to edit the workflow to provide the necessary notifications and access controls so that each step of the process clearly indicates what action is to be taken and by whom.Special Deployment Instructions:
Before you begin with the normal Deployment Instructions, please note the following:
This form will not work unless you first prepare to create custom .jsp files: First, locate the existing .jsp files. From your server, go to -- ssf -- WEB-INF -- jsp -- custom_jsp. After you're here, create a folder named custom. This is where you will house all of your own custom .jsp files. Move the .jsp files from the .zip file to this new folder. You must then completely delete the .jsp files from the .zip file. You are now ready to proceed with the normal deployment instructions. Feel free to take a look at the code for these simple .jsp files after you begin. I'll admit they might seem lengthy but you would be amazed how quickly it goes with cut and paste.
To view a working example of this form visit The Sandbox on Public Access.
|File Name||Size||Last Updated||Version||Deployment Time|
|7.29 KB||04/23/2013||Vibe 3.1, 3.2, 3.3||20 minutes to 2 hours|
|14.0 KB||04/23/2013||Vibe 3.1, 3.2, 3.3||20 minutes|