How To Build, Edit And Utilize Surveys
Using surveys and forms is a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the survey builder is a critical piece to being able to best use our software to customize it for your business needs. It is important to note the survey and form builders function similarly, but there are some notable differences. The primary difference between a survey and a form is that a survey utilizes logic. This can be useful for you to determine if your lead is of quality or not. (With a form, you may just be gathering information about a potential lead, but with a survey, you can qualify or disqualify the lead.)
Follow these steps to learn how to utilize the survey function to its full potential.
Step 1: Accessing and Navigating the Survey Section
Navigate to Surveys. Youâll see 3 tabs: Builder, Analyze, and Submissions.
âBuilderâ features a list of all your existing surveys. You can also create a new survey from this page.
âAnalyzeâ gives you an overview of the number of submissions, as well as a graph. You can sort by survey, choose a specific time period, and more.
âSubmissionsâ allows you to sort through the submissions for all surveys or select a specific survey. You can also search for a specific submission by name, email, phone number, or contact ID.
Step 2: Creating a Survey
Navigate to the Builder by clicking on an existing survey to edit it, or clicking âCreate New Surveyâ in the top right corner.
Under âFieldsâ you can drag and drop standard and custom fields into the survey builder.
You can click the X on a field youâve added to remove it.
Using Custom fields, you can completely customize forms with specific fields that pertain to your business. Standard Fields include things like contact information, birthday, etc. Custom Fields can be anything from âWhatâs your Favorite Food?â to âAnnual Incomeâ to âFavorite Movieâ and more⌠you can completely customize custom fields and include text boxes, signature fields, drop-down menus for selecting from a list of options, etc.
Under âStylesâ you can customize the layout, and colors, add any CSS and toggle on or off the Agency Branding.
Under âOptionsâ you can choose the form name, determine what happens upon submission (is there a page redirect or a message), and you can add a Facebook Pixel ID. You can also toggle on or off the Sticky Contact feature.
Step 3: Adding Survey Logic
When creating the survey questions, adding logic allows you to determine if a lead is qualified or not. Based on whether the person taking the survey chooses a specific option over another, you can have them complete the full survey, skip to a specific slide, or be disqualified immediately.
In the example below, based on the three options, âYesâ would advance them to slide 3, âNoâ would disqualify them immediately, and âMaybe Soâ would disqualify them after submitting the full survey.
Step 4: Integrating and Using a Survey
Once you create a survey and save any changes, you can click âIntegrate Surveyâ to access a link or embed code. Embed code can be included in a website or funnel page. A link can be pasted into an SMS or email message.
Surveys can also be connected to a calendar (check out Calendar Settings to learn more about this.)
Surveys can also be used in Funnels or Websites using the Survey Element
Once a Survey is integrated into our software in one of these ways, leads/contacts will be able to fill it out accordingly, and you can view the submissions in our software.
NOTE: Check out our "How to Customize a Form or Survey" tutorial for a video and more details on the customization of forms and surveys.
Survey Management
You can view a list of all your forms from the list tab
Moving forms to a folder can help organize and manage your forms
View the folders from the Folders tab
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