How To Build, Edit And Utilize Surveys

Modified on Mon, 05 Dec 2022 at 11:00 PM

Using surveys and forms are 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 the system 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 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.)

Follow these steps to learn how to utilize the survey function to its full potential.

Step 1: Accessing and Navigating 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.

Step 2: Creating a Survey

  • Navigate to the Builder by clicking on an existing survey to edit it, or clicking “Create New Survey” in the top right corner.
  • Under “Fields” you can drag and drop standard and custom fields into the survey builder.
    • You can click the X on a field you’ve added to remove it.
    • Using Custom fields, you can completely customize forms with specific fields that pertain to your business. Standard Fields include things like contact information, birthday, etc. 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.
  • Under “Styles” you can customize the layout, colors, add any CSS, and toggle on or off the Agency Branding.
  • Under “Options” you can choose the form name, determine what happens upon submission (is there 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.

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, “No” would disqualify them immediately, and “Maybe So” would disqualify them after submitting the full survey.

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.)
  • Once a Survey is integrated into the system in one of these ways, leads/contacts will be able to fill it out accordingly, and you can view the submissions in your system.

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

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