Prerequisites

Following points must be followed before starting Installation.

 

– You should login as an Administrator in SugarCRM. 

 

– Check that your SugarCRM Instance is compatible with Survey Rocket.

 

– You must have a valid License key.

 

– If you are installing Survey Rocket, make sure there isn’t any older version of Survey Rocket Plug-in already installed on SugarCRM. If there is any, you will have to uninstall that plug-in first.

 

– Make sure that CRON is configured for the scheduler Jobs.

 

– Outbound email must be set for the SugarCRM system. Survey Emails uses the SugarCRM Outbound Email Account.

 

Note: If you are already using Survey Rocket and are upgrading to a newer version, then you need to put your SugarCRM system under maintenance mode (To avoid survey submission entries). Once the Upgradation is complete, you can exit the maintenance mode.