How To Build, Edit And Utilize Surveys

Using surveys 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 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.

Overview of the Survey Feature

  • Navigate to Surveys. You’ll see 3 tabs: Builder, Analyze, and Submissions

  • “Builder” features a list of all your existing surveys. You can also create a new survey from this page.
  • “Analyze” gives you an overview of the number of submissions, as well as a graph. You can sort by survey, choose a specific period, and more.
  • “Submissions” 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 1: Creating a Survey

  • Navigate to the Builder, click on + Add Survey, and then Start from Scratch. 

Note: You can also click on edit on an already existing survey to edit more, or select a template, by clicking on New Survey - Choose from Template. 

Step 2: Edit your Survey by Adding Elements

  • You can edit the name of the survey by clicking on the pencil to edit

  • Click on the + sign on the left to see all the elements available. 

  • From the Quick Add tab, click on the element, drag it, and drop it in the position where you want it to be.

Note: You can have more than one slide. To add one, click on the + sign below the first slide, and so on. 

  • Standard Fields include things like contact information:
    • Full Name
    • First Name
    • Last Name
    • Date of Birth
    • Phone
    • Email
    • Button
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Website
    • Organization
    • Text
    • HTML
    • Image

Note: The Image element now can resize the image in the builder itself. You can also align the image, and add text to images for SEO purposes. Custom Fields can be anything from “What’s your Favorite Food?” to “Annual Income” to “Favorite Movie” 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.

  • Captcha
  • Source
  • T&C

NOTE: It's crucial to understand that system-wide, permanent edits to standard fields are not supported. Any adjustments to standard fields must be made individually for each form or survey. This ensures that your customization efforts are specific to the intended context, preserving the integrity of other forms and surveys across your system.

In Custom Fields, you can add the fields you created, that are required for your business. 

Note: You need to have the custom fields added first to be able to use the conditional logic. 

  • If you don’t need this anymore element, then, click on the element, and on the X to delete it. 

Step 3: Edit your Survey by Styling it

  • Go to the right side and click on ‘Styles & Options.’ 

  • Under styles, you can edit:
    • The layout 
    • The survey style (background, padding, borders, shadow, etc)
    • The custom field style
    • The label
    • Placeholder
    • Add Custom CSS
    • The background image, which is intended to cover the entire page, provides a visually appealing backdrop for the survey. 
    • The header image, which is designed to cover the entire width of the survey and remains positioned at the top of the survey. This allows you to display captivating images at the top of the survey, creating an impactful and visually engaging experience.
    • Toggle the agency branding

Note: Please note that the background image feature is currently available only in the new form and survey builder. Users can preview the background image they have set within the survey builder by clicking on the preview option.

  • Under “Themes” you will be able to choose from a wide array of professionally crafted themes that suit various styles and purposes.

Note: All the themes come already with a background, field style, font, size, button design, etc. Below is an example of what the Eco Heaven theme looks like. 

  • Under “Options' ' you can choose the survey name, determine what happens upon submission (is there a page redirect or a message), add a Facebook Pixel ID, and enable timezone. You can also toggle on or off the Sticky Contact feature.

Note: Activating the timezone option will capture the time zone information of the individual submitting the survey

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, “Yes” would advance them to slide 3, and “No” would disqualify them immediately,

Step 4: Integrating and Using a Survey

  • Once you create a survey and save any changes, you can click “Integrate Survey” 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 in one of these ways, leads/contacts will be able to fill it out accordingly, and you can view the submissions in .

NOTE: Check out our "How to Customize a Form or Survey" tutorial for a video and more details on customization of forms and surveys.

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