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Survey + Testimonial Addon Documentation

Getting Started


Getting Started

Installation / Upgrading

Installing the Survey Addon is very simple. The following steps will guide you through the process:
  1. Unzip the contents of the zip file to a folder on to your computer
  2. Upload the contents into the WHMCS directory
  3. Verify Client Area Template Directory [iurl=#Client Area Templates]Client Area Templates[/iurl]
  4. Continue with [iurl=#Initial Setup]Initial Setup[/iurl]

Client Area Templates

The Survey + Testimonial Addon comes with three client area templates to integrate into the default WHMCS templates.

These templates can be found within the /templates directory and come with the following,
If you are using a custom template (not listed above) you will need to copy the contents of one of these directories into your own template directory.

You can find out what template you are using under Setup > General Settings

Initial Setup

Once all the files have been uploaded on the server follow the following instructions to get the module activated for use.
  1. From within the WHMCS admin panel click Setup > Addon Modules
  2. Activate the module titled Survey Builder
  3. Scroll down to the settings titled Survey Builder and edit the following settings
    • Access Control: Ticket what administrator roles you wish to have access to the addon
  4. Click the Save Changes button


Within the addon there are a few settings that can be changed for customisability, these settings are as follows along with a brief description of what they do.

Email Templates

The email templates allow you to customise the messages that go out to your customers when they are enrolled in a survey.

You can create and assign a custom email template for each survey you create, we provide a template named "Default" to get you started.

WHMCS' Merge Fields will function as normal within our addon along with the following custom tags which will function in our addon.


Creating a Survey

It is quick and simple to create a survey in this addon, in just 3 steps you will have a fully configured survey.
  1. Step 1, the first step is to set the criteria of when the survey will be sent to the clients, this can be based on the following settings.
    • Client Related: This will allow you to enrol a user based on conditions such as how long they have been registered or how many active products they have
    • Product/Service Related: This will enrol a user based on selected products or services they have purchased
    Email Template: [iurl=#Email Templates]More information in Email Templates section[/iurl]

  2. Step 2, this step allows you to configure custom text which will be shown on the survey.
    • Survey Title: This is the title of the survey and will be shown as the page title in the client area
    • Introduction Text: This will be shown before the client undergoes the survey, you may wish to include information about the survey here
      (such as how long it will take or any prizes you offer for completing the survey)
    • Completion Text: This will be shown once the client has completed the survey, you may wish to thank them here

  3. Step 3, heres the fun part, creating the actual survey itself. You can create multiple questions and multiple pages to separate your survey into sections.
    • Question: Self-explanatory but this the question you wish to ask in the survey
    • Question Type: There are 6 types of questions you can ask, such as pre-defined options, custom inputs, star ratings or testimonials
    • Possible Answers: Only for the "Multiple Choice" options, this allows you to set the possible options the user can select
    • Number of Stars: Only for the "Star Rating" option, this allows you to set the number of stars you wish to be displayed
    • Required Field: Whether this question requires to be answered or can be left blank


You can view a report for your survey as soon as they first piece of feedback has been received.

Simply click on the graph icon from the module home screen and the report will be created.

Graphs are shown for each question (with the exception of testimonials) based on the graph type set in the [iurl=#Settings]Settings[/iurl], you can switch between chart types for each question using the chart changer located at the top right just above the graph.
Your preferred chart type for that individual question will then be updated for when you revisit the report.

For custom input questions such as "Short Comment" or "Long Comment" the most common keywords will be detected and presented within the chart.
These also come with a "More Detail" button where you can view the latest comments in full.



To use the built in testimonial system you need to use the "Testimonial" question type when creating a survey, more information in the [iurl=#Creating a Survey]Creating a Survey[/iurl] section.

When a new testimonial has been received you will see the notification icon appear on the "Testimonial" button within the module.

Pending Testimonials:
From here testimonials can be edited to correct formatting/spelling corrections and published to your site or ignored.

Manage Testimonials:
Here you can update testimonials or remote them from your site.

This page shows you 2 ways you can incorporate the testimonials into your site.
  1. Client Area Testimonial Page: This is a prebuilt client area page, you simply need to add a link from your site
  2. XML / JSON API: This is an API where you can fetch the testimonials in a XML or JSON format and provides more advance features such as pagination or showing only testimonials from selected surveys (can be used to show testimonials for each product)

If you use our XML / JSON API then we would love to see your implantation, so send us a link!