You can create ratings for your contacts to be displayed on the contact card. You can use existing questions and answers and combine them with new questions and answers to form the basis of your rating. Each answer in the rating is given a number of points and, depending on the range you set up for the categories, the rating system will group your contact in the categories you have defined.
There are two methods for creating ratings of your contacts. You can either use the Create Rating wizard or you can set it up manually.
To create contact ratings using a wizard
In the Search box, enter Questionnaires , and then choose the related link.
Select the relevant questionnaire, and on the Home tab, in the Process group, choose Edit Questionnaire Setup.
On the Actions tab, in the Functions group, choose Create Rating.
To create contact ratings manually
In the Search box, enter Questionnaires, and then choose the related link.
Select an existing profile questionnaire.
On the Home tab, in the Process group, choose Edit Questionnaire Setup.
In the Profile Questionnaire Setup window that opens, choose the Type field, select Question, and then type your question in the Description field.
On the next empty line, choose the Type field, select Answer, and then type your answer in the Description field.
In the Priority field, choose the field to select the priority you give the answer.
Insert values in the From Value and To Value fields. Contacts that receive points within the defined range will get the answer.
Repeat the steps to enter more answers to be included in the rating question.
With the cursor on the question line, on the Navigate tab, in the Line group, choose Question Details.
On the Classification FastTab in the Profile Question Details window, select the Auto Contact Classification check box.
In the Contact Class. Field field, select the Rating option.
Fill in the Min. % Questions Answered field. The default is 0.
This specifies the number of questions in percentage that must be answered for this rating to be calculated.
On the Actions tab, in the Page group, choose Answer Points. Enter the points you want to give each answer listed in the Answer Points window.
If you want to get an overview of the points you have given each answer, on the Navigate tab, in the Points group, select List to open the Answer Points List window.
To run an update, return to the Profile Questionnaire Setup window. On the Actions tab, in the Functions group, choose Update Classification.
In the Profile Questionnaire Setup window, the number of contacts that meets this criteria is displayed in the No. of Contacts field, as well as on the Contact Card of each contact.
 Tip |
|---|
For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |