Survey Builder

In this article, we're going to show you how to use your CRM's Survey Builder. This tab provides you with the ability to create surveys that can capture data for various scenarios. Whether it's capturing new leads on your website or gathering information when someone schedules your calendar, this feature is designed to cater to all kinds of data collection needs.

Navigating Survey

Click “Sites” in the left menu, and then click “Surveys” in the top menu.

Now click the “Create New Survey” button in the upper right.

Fields

In the center of the screen is a blank survey canvas, and it works in the same way as a form canvas. The only difference is that instead of one canvas, you can have as many survey canvases as you want. These are called slides and are essentially a form in multiple steps. Data is collected on each slide, and once the last slide is reached, the whole form is submitted by the user. 

As with your form builder, there are some standard survey elements available to the right. You can refer to the forms builder tutorial for a detailed explanation of this section. 

We've already added some standard fields to our first slide.  

Add Slides

To start a new slide in the same survey, click the “Add New Slide” button at the bottom.

Slide 2 will appear directly below slide 1. You can add as many slides as you need for your survey. 

Custom Fields

We are going to add some custom fields to this second slide. Click the “Custom Fields” tab and then click the “Add Custom Field” button.

The first custom field we're going to create is a Radio element. “Click Radio” now.

This opens a new pop-up. For the field name, let's change it to a question. 

In the placeholder field, type some text that tells your user how to respond to the question. 

Leave the Type as a contact.  

Under possible values, you can add different answers to the question for your user to select. The Browse button lets you add an image to go with the text. We've added Groceries as our first option. 

Click “Add Option” to give the user more possible answers. As you can see, we’ve added Garments and Shoes. 

At the bottom of the possible values section, you can check the Allow custom values box. This adds a text field where a user can type in their own answer instead of selecting one of the options you've created. 

Click “Save” to create the custom Radio element. 

You can now drag and drop the element onto your slide. We've added it to Slide 2.

We've also created Slide 3 and added a text field with a survey question. When you click on a field's name, it will open the field's properties to the right. 

You can edit the title and placeholder text here. If you check the Required box, this field will become mandatory.

 For Slide 4, we're going to add a multiple options element. 

Click “Add Custom Field” again, and then choose “Multiple Options”.

The fields here are similar to the radio element. However, you'll enter all your options into a single possible values field, with one per line. 

Click “Save” when you've finished adding options. 

Now, drag and drop your new element onto the slide.

We've gone ahead and created Slide 5 with another custom multiple options element.

But let's take a detour and go back to Slide 2. 

That's where we added our custom radio element. Now, we're going to add some complexity to our survey. Click the “Field Name” to open up its properties. 

In the logic box, click on the dropdown list under Groceries.

This brings up a list of options including all your slides as well as two disqualify options. When you choose one of these options, the user will be moved to your selection after they choose Groceries.

 We'll select Slide 3.

Now do the same for Garments. Let's select Slide 4.

Styles

As with forms, you can style your survey using the basic options or insert custom CSS. You can also remove agency branding by disabling the toggle.

As with forms, you can style your survey using the basic options or inserting custom CSS. You can also remove agency branding by disabling the toggle.

Options

In the options tab, you'll find additional survey settings. 

The first is where you give your survey a name. 

Like forms, you can use the On Submit section to display a message after your user has completed the survey or redirect them to a new URL. 

You can also add similar customization for when a user is immediately disqualified. This is relevant when you select the Disqualify Immediately option on one of your logic tables. 

The same settings are available for the Disqualify after submit logic option. 

Facebook Pixel

You can add your Facebook Pixel ID in the next field. 

The Survey Fields Settings toggle is very important. 

If enabled, it will arrange all your survey elements on a single, continuous page. This means that any conditional or logic elements will no longer work. 

For your surveys that use logic, leave this toggle disabled. 

It's also worth mentioning that you can't use logic or conditionals on a radio button with a custom option.

Edit Custom Fields

 If you want to remove a custom option from a radio element, you'll need to do so from your Settings area, so let’s do that now. 

Click “Settings” on the left menu, and then click “Custom Fields” on the Settings menu that appears.

 Find the custom field you'd like to edit and then click the pencil icon to the right. 

This will open up the radio element configuration and you can uncheck the Allow Custom Value box at the bottom. 

While we're here, I've added None of the Above as another option for the user. I'll click save to edit the custom field.

 While we're here, we've added None of the Above as another option for the user. We'll click “Save” to edit the custom field. 

 Let's go back to our survey. 

You can now see that the custom option has been modified. For the None of the Above option, We've set the logic to Disqualify immediately. 

Integrate Survey

 After you're finished creating your survey, click “Integrate Survey” at the bottom right. 

 Just like forms, you can either copy the embed code and use it on your website, or share the link through email or your preferred platforms.

 Finally, save your survey - click the “Save and Exit” button at the top right. 

Test Survey

 You can test your survey by copying the URL and pasting it into your browser's address bar. 

The next button and progress bar will automatically appear at the bottom of the page. 

Congratulations! You now know how to use your CRM's Survey Builder. Surveys are a great way to gain valuable data and collect qualified lead information.