How to Build, Edit And Utilize Surveys?

A great way to capture information for new leads, and many other aspects of your business, is to use Surveys and Forms. For being able to best use the system to customize it for your business needs, understanding how to use the survey builder is very important. Keep in mind that even though the survey and form builders function similarly, there are some notable differences. The primary difference is that a Survey utilizes logic. This helps you determine if your lead is of quality or not. 

(While you may just gather information about a potential lead with a form, you can qualify or disqualify the lead too with a Survey.)

Learn how to utilize the survey function to its full potential by following these steps:

#1: How to Access and Navigate the Survey Section?

- 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 time 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.

#2: How to Create a Survey?

- Steer to the Builder by clicking on an existing form to edit it, or clicking “Create New Survey” in the top right corner.

- Beneath “Fields”, you can drag and drop standard and custom fields into the survey builder.

• Click the X to remove a field you have added.
• With Custom fields, you'll be able to fully customize forms with specific fields related to your business. Standard Fields includes contact information, birthday, etc. Custom Fields can be a variety of things such as “What’s your Favorite Sports?” or “Annual Income” or “Favorite Book” and more… You are able to fully customize Custom Fields and include text boxes, signature fields, drop-down menus for selecting from a list of options, etc.

- Beneath “Styles”, you can customize the layout, colors, add any CSS, and toggle on or off the Agency Branding.

- Beneath “Options”, you can choose the form name, decide what happens upon submission (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.

#3: How to Add Survey Logic?

- Adding logic to survey questions allows you to determine if a lead is qualified or not. Based on the respondent's choice of a specific option over another, you can have them complete the full survey, skip to a specific slide, or be disqualified immediately.

- In the below example, there are three options: “Yes” would advance them to slide 3, “No” would disqualify them immediately, and “Maybe So” would disqualify them after submitting the full survey.

#4: How to Integrate and Use a Survey?

- After creating a survey and saving any changes, click “Integrate Survey” to access a link or embed code. While an embed code can be included in a website or funnel page, a link can be pasted into a SMS or email message.

- Surveys can be connected to a calendar too. (check out Calendar Settings to learn more about this.)

- When a Survey is integrated into the system in any of these methods, leads/contacts will be able to fill it out accordingly, and you can view the submissions in your system.

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