Within the system, you can create specific surveys to fit your needs. You can copy or delete your surveys from this view, as well as editing existing ones.
Keep scrolling to learn more about this feature.
Navigate To The "Sites" Tab
On your main menu, click on "Sites".
Go To The Survey Builder
Click on "Surveys", then click on "Builder".
Create A New Survey
This will open the survey builder.
Click here to learn how to create a simple survey.
Search Bar
Edit Existing Surveys
Click on the "Edit" button next to the name of the survey you'd like to edit.
Copy A Survey
If you'd like to copy a survey, click on the dropdown on the "Edit" button. Then click on "Copy".
Delete A Survey
If you'd like to copy a survey, click on the dropdown on the "Edit" button. Then click on "Delete".
Navigate To The "Sites" Tab
On your main menu, click on "Sites".
Go To Survey Submissions
Click on "Surveys", then click on "Submissions".
Select The Survey
Click on the "All Survey" dropdown to look for submission on an specific survey.
Or you can leave it on All forms to see all survey submissions.
Search For Contacts
Use the search bar to look for a specific contact or lead.
Select Specific Contacts
Click on top of the contact's name to see their form submission.
Select All Contacts
Click "Select All" to select all contacts in order to copy, export or delete their submissions.
(Optional) Delete The Submissions
Click on the trash can icon to delete the selected submissions.
(Optional) Download The Form Submissions
Click on "Download all submissions" do export the forms submissions on a .csv file.
Sort By Date
Click on the date range at the top right to sort the form submissions by date.
Within A Contact
Navigate to The "Contacts" Tab.
Select The Contact
Choose the contact that you'd like to check.
Go To Additional Info
Click on "Additional Info".
Hide Empty Fields
Click on the "Hide Empty Fields" box to see only the information this contact submitted.
(Optional) Go To Activity
You can also check the survey submission on the "Activity" tab within a contact.
Check The Survey Submission
Click on the "Notepad" icon next to "Survey Submitted" in order to check the survey submission for this contact specifically.
