Platform Connect
Why?
Currently, we do not have a component for integrating with other systems during data collection.
Problem
User Story
Sarah is a student at an online education platform that uses QuestionPro to conduct surveys. The platform wants to integrate a third-party tool to redirect students to complete a specific activity before returning to QuestionPro to finish the survey. For example, students may need to complete an online quiz or assessment related to the course they are taking. The objective is to ensure that students complete the survey while also participating in the specific activity that the third-party tool provides.
Preview
Workspace
Workspace
Request
platform
Email - New Platform
Subject: Platform connect new platform request - {New Platform}
Email Body:
New platform connect request for platform:
Platform: {platform name}
Message:
By
Org ID: 123456
User ID: 100001
Email: sanket@shekdar.com
Send email to product@questionpro.com +
Account Manager + Customer Success Manager + Account Executive
Email - Custom App
Subject: Platform connect new custom app request - {New Platform}
Email Body:
New platform connect request for custom app:
Platform: {platform name}
Message:
By
Org ID: 123456
User ID: 100001
Email: sanket@shekdar.com
Send email to product@questionpro.com +
Account Manager + Customer Success Manager + Account Executive
Setup
Validation for the platform selected by domain.
We will allow to edit the subdomain and pass additional custom variables.
Once domain matches and variables are proper, allow to save.
Adding Platform
Allow to Add/Edit/Delete platforms.
Use the domain name for link verification. If someone selects Sawtooth platform then the URL domain name should contain sawtooth.com
New platform should be available immediately on production without a build.
Only uberadmins should be able to add new platform
Custom Platform
In addition to Platform Name and Domain, also add Org ID field and the custom platform should only be available for the org.
UX is similar to how we manage the from email address
Logging
Notes
tt_value/ct_value not present
https://www.figma.com/file/XIMj6phJ2Wl4oTcmOmWuBc/Platform-connect?type%3Ddesign%26node-id%3D2%253A7372%26t%3DoRksQLia497OnLwE-1&sa=D&source=editors&ust=1689870487565887&usg=AOvVaw0FIr6SRpz4YAACH8FjP8rA
Principle checklist = 3
1. Simple workflows. (x4)
2. Intuitive Information Architecture. (x10)
3. Have useful defaults.
4. Provide feedback. (x3)
5. Use emotion & character.
6. Less is more. (x1)
7. Make a good first impression. (x13)
8. Be consistent. (x4)
9. Make actions reversible.
10. Reduce latency.
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Updated design
July 2023
Any Questions?
product@questionpro.com
New Question Type on Edit Survey
Setting up Platform Connect
Setting up Platform Connect
New Question Type
on Edit Survey
Platform Connect
Platform connect question type will be added to the survey.
Step 1: Select the platform to connect to.
Based on the platform selected, generate the base URL
Step 2: Generated return path will need to be setup in the partner platform.
Platform Connect
Platform connect question type will be added to the survey.
Step 1: Select the platform to connect to.
Based on the platform selected, generate the base URL
Step 2: Generated return path will need to be setup in the partner platform.
Select Platform
We will prebuild a few platform.
Users can use the existing platforms or
Request new platform: This will be a public platform which will be made available to all who want to use. Upon approval from our legal and security team, will be available immediately.
Request custom app: This will be a custom app for the Org. We will build this app and will be available within platform connect. Can only be seen and used by the org. Can only be created after add-on invoice is generated/paid.
Setup
Validation for the platform selected by domain.
We will allow to edit the subdomain and pass additional custom variables.
Once domain matches and variables are proper, allow to save.
New platform request
Request new platform:
Client can send platform request and it will send a message to the account rep, CSR/AM, and pm@questionpro.com
Once our legal and security team checks the platform and approves it, ubera-admins can add the platform and make it live without the build.
Custom App: For a new custom app, once approved, devs will build and add it and make live with a build.
Select Platform
We will prebuild a few platform.
Users can use the existing platforms or
Request new platform: This will be a public platform which will be made available to all who want to use. Upon approval from our legal and security team, will be available immediately.
Request custom app: This will be a custom app for the Org. We will build this app and will be available within platform connect. Can only be seen and used by the org. Can only be created after add-on invoice is generated/paid.
New platform request
Request new platform:
Client can send platform request and it will send a message to the account rep, CSR/AM, and pm@questionpro.com
Once our legal and security team checks the platform and approves it, ubera-admins can add the platform and make it live without the build.
Custom App: For a new custom app, once approved, devs will build and add it and make live with a build.