Surveys

How to Create a Simple Survey

Survey Overview 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 schedulin ...

Survey Builder Overview

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

Where To Find and View Survey Submissions

Survey Submission Data The Submissions section under Surveys of your CRM allows you to store and organize every submission to a survey. Allocate time here to analyze the data coll ...

How To Get An I-Frame Code For A Survey/ Form

Navigate To The Sites Tab Click on "Forms" or "Surveys" Here you can decide to get the code from a form or a survey since they both have builders. Click on "Builder" C ...

Styles tab

Surveys Styles Tab Use the styles tab to change the look and feel of your survey. Layout Settings Here you will find your survey layout settings. Show Label : If you do not ...

Add Elements Tab

Navigate to the "+" tab to see the different survey fields you can use to customize your surveys. Field Types You have the option of 2 groups of survey fields. Quick Add ...

Option tab

Survey Options Tab Use the options tab to set some very important settings. Change Survey Name As we showed you earlier, you can change the name of your survey here. On S ...

Analyze Surveys

Video tutorial on How to Analyze Surveys

Terms and Conditions Element

In this section, you will learn more about the new link and color option in the Survey builder. You can now add a link to your Terms and Conditions section to make it easy for Int ...