Forms and surveys are a great way to capture information from new leads. You can create specific surveys to fit your needs. From content to style changes, you can customize information and looks in a survey.
Please note: survey and form builders work similarly, the most important difference is that surveys use logic. This is useful to determine if your leads qualify or not.
Navigate To The "Sites" Tab
On your main menu, click on "Sites".
Go To The Survey Builder
Click on "Surveys", then click on "Builder".
Click On "Create New Survey"
This will open the builder, from here you can create a survey with these options:
Slides
You can have several slides within a survey, so you cover a good number of questions and divide them in sections. As well as defining the logic behind your survey.
Slides Options
Click on top of the slide to see the options on the right side. You'll be able to:
Change the slide name
Change the slide position
Choose the next step after submit
Survey Fields
You have many field options to choose from and customize your survey with the just the information you need.
You can choose from the standard fields available or create your own custom ones.
Standard Fields
There are standard survey fields already available in the system, with basic information usually used for surveys. Scroll down to see all options from the list.
Add A Field To The Survey
Simply Drag and drop the fields to add them into the survey.
(Optional) Edit The Field Options
Click on top of the field and edit it on the menu showing on the right side.
You can make fields required or hide them.
Custom Fields
You can create your own specific questions and add them to your survey.
Simply click on "Custom fields", scroll all the way down, then click on "Add Custom Field".
Choose Field Type
There are several options for your field type, you can do:
Edit Custom Field
Once you decide which field you'd like to do, you need to type in the question or text on the name of the field.
For multiple-option fields, you have to add in the options.
Add A Field To The Survey
After creating the field, simply Drag and drop it to add the field into the survey.
Edit The Field
Click on top of the field and edit it on the menu showing on the right side.
You can make fields required or hide them.
Set Up The Survey Logic
While editing each field, you can figure out the logic of your survey and where the options lead next.
