Signature in Titan Survey

Business Background

Signature question types provide a business the advantage of retrieving customer signatures quickly.

Titan Solution

• Titan Survey offers the option to add signature questions to your survey.
• The signature question allows respondents to electronically sign a survey with a simple scribble of the mouse.

How To Video

Use Titan Survey to easily create web or email surveys for Salesforce. In this video, we will show you how to add a signature type to the survey.

• 0:16 Add signature question type: The signature question type is one of the miscellaneous (misc) types.
• 0:26 Add question and description: You can add your question and description.
• 0:32 Edit Mapping: Learn how to set different content styling for the signature, such as changing the placeholder, adding a line underneath the signature, or adding a user tip.
• 0:52 Add Interactivity: You can add interactivity, configure conditions, add value rules, and view the metadata.
• 1:01 Publish Survey: Learn how to publish the survey and add objects, such as contact.
• 1:09 Add Conditions: We show you how to add conditions, such as your Last Name.
• 1:19 Choose Content: Choose content such as an Email Template or Custom Email.
• 1:35 Send Survey: We show you how to send the survey.
• 1:46 View Survey Email: Learn how to view the survey link in your email and see how it works.
• 2:05 Salesforce: View your questions and responses in Salesforce. You can view the signed response and an image of the signature.

How to Guide

1. Create a new Web Survey.
2. Add a question slide and click the Next button.

3. Select the Misc category and click the Signature option.
4. Click the Insert button.

5. Type your question in the text field.
6. Type the description if necessary.

The signature file will be stored under the survey taker’s response record.