How to Create a Basic Survey
Support Team
56 steps
4 minutes
1
Login to your CRM.
2
Click "Sites"
3
Click "Surveys"
4
Click "Add Survey"
5
You can start by choosing from the Templates library.
6
Or create a Survey from scratch.
7
Let's "Start from Scratch".
8
First, name your Survey.
9
Click the Survey area to begin editing.
10
Click the + icon to add a Survey Element.
11
Simply drag and drop the elements you want to add.
12
Let's add a Last Name field.
13
A place for their phone number.
14
And their email.
15
To add a new slide to your survey, click here.
16
Scroll down in the Survey Elements menu to see more options.
17
Let's add a multi-line box for participants to type their answer.
18
After adding the multi-line element, click on it to open the Editor menu.
19
Click here to change the Label or question participants see.
20
Click here to make this field a requirement.
21
Now it's required before a participant can move on.
22
Let's add another slide.
23
And this time, we'll add a drop down element for participants to choose an answer from.
24
Click the element to open the Editor menu.
25
Click here to change the Label or Question participants see.
26
Click here to make this a required field.
27
Click "Options" to edit the answers in your drop down menu.
28
Click on each field to add your answers.
29
Click "Add Option" to add additional answers.
30
Click "Content"
31
If you do not see a Survey Element that you wish to add, you can try to create a Custom Field. Click here to begin.
32
Click "Add"
33
Then choose what type of Element you want to create. In this example, we'll create a field where the participant can upload an image.
34
After selecting the type of Element, click "Next".
35
Double-click the "Name" field to add the question or prompt participants will see.
36
Click "Select"
37
And choose where you'd like to store this Survey Element. Are you gathering information about the Contact or General Information? Make a selection.
38
Then click "Save" to create the Element.
39
You'll see that this field has been added successfully.
40
Wait a few seconds, and you'll see now we have a Survey Element in the Contact group of our Custom Fields.
41
We can now drag and drop this Custom Element onto our Survey.
42
Remember to save your progress.
43
To edit how the Survey looks, click this icon.
44
Change how the input style looks here. You can choose box style or line.
45
Click the "Colors & Background" drop down menu to edit the Survey style.
46
Make changes to the background color, text color and more!
47
Edit Advanced Settings for your Survey here.
48
Click "Themes" to preview templates.
49
Let's change our Survey's appearance by selecting this theme.
50
Click "Proceed"
51
Our Survey's appearance updates instantaneously.
52
Click "Options" to edit what happens after a Survey is submitted.
53
You can choose to show a "Message" on submit...
54
Or to have participants redirected to a URL of your choice.
55
Add your URL here.
56
Remember to "Save" to prevent losses to your progress!
How to Create a Basic Survey
Support Team
56 steps
4 minutes
1
Login to your CRM.
2
Click "Sites"
3
Click "Surveys"
4
Click "Add Survey"
5
You can start by choosing from the Templates library.
6
Or create a Survey from scratch.
7
Let's "Start from Scratch".
8
First, name your Survey.
9
Click the Survey area to begin editing.
10
Click the + icon to add a Survey Element.
11
Simply drag and drop the elements you want to add.
12
Let's add a Last Name field.
13
A place for their phone number.
14
And their email.
15
To add a new slide to your survey, click here.
16
Scroll down in the Survey Elements menu to see more options.
17
Let's add a multi-line box for participants to type their answer.
18
After adding the multi-line element, click on it to open the Editor menu.
19
Click here to change the Label or question participants see.
20
Click here to make this field a requirement.
21
Now it's required before a participant can move on.
22
Let's add another slide.
23
And this time, we'll add a drop down element for participants to choose an answer from.
24
Click the element to open the Editor menu.
25
Click here to change the Label or Question participants see.
26
Click here to make this a required field.
27
Click "Options" to edit the answers in your drop down menu.
28
Click on each field to add your answers.
29
Click "Add Option" to add additional answers.
30
Click "Content"
31
If you do not see a Survey Element that you wish to add, you can try to create a Custom Field. Click here to begin.
32
Click "Add"
33
Then choose what type of Element you want to create. In this example, we'll create a field where the participant can upload an image.
34
After selecting the type of Element, click "Next".
35
Double-click the "Name" field to add the question or prompt participants will see.
36
Click "Select"
37
And choose where you'd like to store this Survey Element. Are you gathering information about the Contact or General Information? Make a selection.
38
Then click "Save" to create the Element.
39
You'll see that this field has been added successfully.
40
Wait a few seconds, and you'll see now we have a Survey Element in the Contact group of our Custom Fields.
41
We can now drag and drop this Custom Element onto our Survey.
42
Remember to save your progress.
43
To edit how the Survey looks, click this icon.
44
Change how the input style looks here. You can choose box style or line.
45
Click the "Colors & Background" drop down menu to edit the Survey style.
46
Make changes to the background color, text color and more!
47
Edit Advanced Settings for your Survey here.
48
Click "Themes" to preview templates.
49
Let's change our Survey's appearance by selecting this theme.
50
Click "Proceed"
51
Our Survey's appearance updates instantaneously.
52
Click "Options" to edit what happens after a Survey is submitted.
53
You can choose to show a "Message" on submit...
54
Or to have participants redirected to a URL of your choice.
55
Add your URL here.
56
Remember to "Save" to prevent losses to your progress!
