Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/IntegratingFunct/CLMSurveys.htm

## Executing Surveys from CLM

* Object Model

Surveys allow end users to collect relevant information from HCPs and others. To eliminate the need to navigate away from a CLM presentation to complete a survey, end users can execute a survey directly from the media player while displaying CLM content. The survey displays in an overlay on top of the media player, allowing users to easily return to the CLM presentation.

**Who can use this feature?**

* Business Admin Users - Browser
* [Create and publish surveys for CLM](#Publish)
* PromoMats/MedComms Admin Users - Browser
* [Create surveys in PromoMats/MedComms](#Creating)
* End Users - iPad
* [Use surveys in CLM](#Using)
* Users do not require an additional license

### Configuring Surveys in CLM for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) and [Configuring Surveys](../../../Surveys/SurveysInitalConfig.htm) are complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Navigate to **Objects > CLM Presentation** (clm\_presentation\_\_v).
5. Grant Edit field permission to the **enable\_survey\_overlay\_\_v** and **survey\_\_v** fields on the clm\_presentation\_\_v object.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)PromoMats/MedComms Admin Users](#)

To configure this feature:

1. Navigate to **Admin > Configuration > Document Fields > Multichannel Presentation** in PromoMats/MedComms.
2. Ensure the **crm\_survey\_v** and **crm\_enable\_survey\_overlay\_v** fields are active and added to the document type.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring CLM as Object Model](../ConfiguringCLM/CLMBasicConfig.htm) and [Configuring Surveys](../../../Surveys/SurveysInitalConfig.htm) are complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Navigate to **Objects > CLM Presentation** (clm\_presentation\_\_v).
5. Grant the Read field permission to the **enable\_survey\_overlay\_\_v** and **survey\_\_v** fields on the clm\_presentation\_\_v object.
6. Navigate to **Admin > Configuration > Objects > CLM Presentation** (clm\_presentation\_\_v) **> Layouts**.
7. Select the appropriate layout.
8. Add the **enable\_survey\_overlay\_\_v** and **survey\_\_v** fields to the clm\_presentation\_\_v object layout.
9. Navigate to **Business Admin > Objects > CLM Presentations** (clm\_presentation\_\_v).
10. Navigate to the appropriate **clm\_presentation\_\_v** records.
11. Select **Edit**.
12. Select the **enable\_survey\_overlay\_\_v** checkbox.
13. Select **Save**.

### Creating and Publishing Surveys for CLM as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

Business admins can manually create surveys and associate them with CLM presentations. When creating a survey for CLM:

* Ensure CLM is selected for the Channels field on the survey record
* The External ID field is populated with a unique ID

See [Creating a One-Time or Recurring Survey](../../../Surveys/Creating/CreatingaSurvey.htm) for more information.

![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyChannels.png)

After creating and publishing a survey, business admins must associate the survey with the appropriate CLM presentations:

1. Navigate to **Business Admin > Objects > CLM Presentations** (clm\_presentation\_\_v).
2. Select the appropriate CLM presentation record.
3. Select **Edit**.
4. Select the appropriate survey for the **Survey** field.

   ![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyCLM.png)
5. Select **Save**.

### Creating Surveys in PromoMats/MedComms as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)PromoMats/MedComms Admin Users](#)

Surveys in Vault CRM sync to PromoMats/MedComms to allow admins in PromoMats/MedComms to associate existing surveys with new CLM content. See [Syncing Metadata Using the CRM Metadata Integration](../../../Getting_Started/CRMMetadataIntegration.htm) for more information.

In PromoMats/MedComms, admins must create survey records corresponding to the survey records in Vault CRM:

1. Navigate to **Business Admin > Objects > Surveys** \_survey\_\_v).
2. Select **Create**.
3. Populate the **Survey Name** and **External ID** fields. The External ID must be the same External ID used for the survey record in Vault CRM.
4. Select **Active** for the Status field.

   ![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyVault.png)
5. Select **Save**.

To associate a survey with a CLM presentation:

1. Navigate to **All > Library**.
2. Select the appropriate presentation.
3. Select **Edit**.
4. Select **Yes** for the Enable Survey Overlay field in the CRM Properties section.
5. Select the appropriate survey for the **Survey** field in the CRM Properties section.

   ![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyVault2.png)
6. Select **Save**.

### Using Surveys in CLM as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

The Survey button displays in the action menu for a presentation when the following conditions are met:

* The presentation is associated with an account
* A survey is associated with the presentation

![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyButton.png)

Select the Survey button to view the survey in an overlay on top of the CLM presentation.

![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyOverlay.png)

End users can save, submit, or cancel a survey by selecting the appropriate button, or swipe the survey out of view. This keeps the survey in memory until the user exits CLM at which point the survey displays on top of the call report for further action.

If the user saves the survey from the overlay, it displays on top of the Call after exiting CLM. However, if the user submits the survey from the overlay during a presentation, it does not display.

![](../../../../Resources/Images/Multichannel/CLM/CLMSurveys/SurveyActions.png)

#### Internal Surveys in CLM

Internal surveys in CLM are only available in training content on the iPad. The Survey button displays if the following criteria are met:

* The CLM presentation has a lookup to an internal survey
* The training\_\_v checkbox on the CLM presentation object is selected
* The enable\_survey\_overlay\_\_v checkbox on the CLM presentation record is selected

### Considerations

Some users need access to CLM presentations, but not the surveys associated with the presentations. To prevent certain users from accessing surveys from CLM, remove Create object permission to the survey\_target\_\_v object for those users. This also prevents the users from creating survey targets for any survey.

### Related Topics

[Creating a One-Time or Recurring Survey](../../../Surveys/Creating/CreatingaSurvey.htm)

[Executing a Survey](../../../Surveys/CapturingResponses/ExecutingaSurvey.htm)

[Syncing Metadata Using the CRM Metadata Integration](../../../Getting_Started/CRMMetadataIntegration.htm)