Survey Builder Overview

This tab allows you to create surveys to capture data for all kinds of scenarios, like capturing new leads on the website or collecting data when someone schedules on your calendar.

NOTE: Depending on your user permissions, you may not have access to all of the components.

This list shows you all the surveys created and their activities.

If you have a long list of surveys, you can search for a particular form by typing the name of that form here.

You can see the name of each survey displayed here.

This column shows you the date and time each survey was updated.

In this column, you will see the names of the users who last updated the survey.

If you delete a survey, it will be permanently deleted.

You can see all your folders arranged here.

You can see the name of each survey folder displayed here.

When you click on any folder's name, you can see;

This column shows you the date and time each folder was updated.

In this column, you will see the name of the user who last updated the folder.

If you delete a survey, it will be permanently deleted.

When you are ready to create your own survey, you simply click the "Add new Survey" button!

If you want to create a new folder, click on the "create folder" button and give the folder a name, then click "confirm" to save it!

When you are ready to create your survey, click Create New Survey to get started.

This is an overview of the survey builder section in your CRM. You can create fully customized surveys for new lead funnels, signup pages, and calendar scheduling!

NOTE: Depending on your user permissions, you may not have access to all of the components.

This is your survey slide. This is where you will drag and drop different survey inputs to customize your form.

Here you will be able to see the name you've given to each slide. By default, slides are given numbers and go in order, starting from the number 1.

If you want to add more survey slides, simply click the "Add New Slide" button.

Navigate to the "Fields" tab to see the different survey fields you can use to customize your surveys.

You have the option of 2 groups of survey fields.

Standard Fields - Here you will find fields like name, email, phone number, etc.

Custom Fields - These fields are entirely up to you or your CRM admin to build.

These custom fields can be anything from checkboxes to long-form answers.

Whether you are in the standard or custom tab, this area is where all the inputs are.

All you need to do is click and drag them over to the survey slide in the middle of the screen to add them to the form!

Make sure you save all of your survey progress! Don't worry, when you save, you will remain in the survey builder. It is just a good habit to save the survey as you go.

You can embed your survey onto a webpage or use a custom survey link where visitors can access the survey.

The first way you can integrate your surveys is by embedding them into a website or sales funnel.

To do that, you would need to copy and paste this snippet of code into your webpage.

We recommend having your web developer do this for you if you are unfamiliar with the process.

You can easily copy this code by pressing the button in the bottom right corner of this section.

The second way to integrate your survey is to use a custom link and send it to your customers or prospects.

This link is a custom-generated link that will only show this survey when clicked. This is a great way to keep the focus of your customers or prospects on the survey and have them fill it out! To open the custom link and review your survey in real-time, click the button in the bottom right corner of this section.

Use the styles tab to change the look and feel of your survey.

Here you will find your survey layout settings.

Inline Survey: Inline surveys give you the ability to put form inputs side by side instead of all inputs being below one another.

If you do not want to show the input field label, you can turn it off here.

Change the background color of your survey.

Change the font color of your survey.

Give your survey a border hereby increasing the width of the border walls.

The corner radius will change the corners of your survey form's shape and squared off to rounded.

Change the total width of your survey to better match the page you are embedding it into.

You can fully customize the look and feel of your surveys with custom CSS! Change things like shapes of input fields, colors, buttons, etc.

We recommend you speak to a web developer who knows CSS if you are unfamiliar with this.

Choose whether or not you'd like your company logo in the corner of every survey here.

If you'd like to use an image as a custom background, you can upload it here.

Use the options tab to set some very important settings.

Like we showed you earlier, you can change the name of your survey here.
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Here you will set what happens when your survey is submitted.

Open URL: If you choose this option, when your survey is submitted, the visitor will be sent to the URL of your choice. We generally send them to a "Thank You" page of some sort.

Message: If you choose this option, your visitor will see a message after submitting the survey and remain on the same page. You will need to add a message in the input section for this to take effect.

When building your survey, you have the option to "Disqualify Immediately" when a visitor chooses a specific answer. This is very valuable when qualifying leads.

You can choose what happens to that visitor when they are immediately disqualified.

You have 2 options:

Open URL: The visitor will be sent to the URL of your choice.

Message: Your visitor will see a message after being disqualified, and remain on the same page. You will need to add a message in the input section for this to take effect.

You also have the option to "Disqualify After Submit" when a visitor chooses a specific answer. This will allow the visitor to finish the entire form but be disqualified at the end.

You can choose what happens to that visitor when they are immediately disqualified.

You have 2 options:

Open URL: The visitor will be sent to the URL of your choice.

Message: Your visitor will see a message after being disqualified, and remain on the same page. You will need to add a message in the input section for this to take effect.
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Track form submissions and use your Facebook Pixel for analytics and advertising.

Ignore this field if you plan to use this survey inside a funnel.

Specify Facebook Pixel event settings for tracking and attribution.

Choose what events will fire when a visitor lands on the page in which your survey is embedded.

Choose what events will fire when a visitor submits your survey.

Toggling this setting "On" will make it so you only show 1 survey question to the visitor per slide. They will need to answer that question to see the next question.

Sticky contact will autofill your visitor's contact information that was previously entered, so they do not need to enter it twice.

You can give your visitor the ability to go backward in the survey if they feel they want to change an answer somewhere.

Disabling auto-navigation will make it hidden, so the visitor absolutely must select "Next" to see the next survey slide and question.

The progress bar will show the visitor how much progress they have made in the survey as they are filling it out.

This is particularly useful for long surveys, so the visitor does not get frustrated and leave before finishing.

This setting will disable the survey animation when switching from one survey slide to the next.

If you have enabled "Scroll To Top", your survey will scroll to the top when the slides switch.

You can add a banner image here. Banner images will show just above your survey, no matter where you embed them.

You have the choice to make your survey equal to the full width of the web page or section you embedded it into.

This is a great feature for mobile devices.

If you want to display a custom HTML footer on your surveys, you can do so here.

You can write custom CSS (using the style tag) and HTML inside the same box.

Let's take a look at the "Edit Footer HTML" section.

If you are looking to add custom HTML and CSS to your survey footer, you would add the code here.