How to create a survey

One of the most effective ways to get feedback is through surveys. In this article, we will explain how to adapt a form to create a survey and collect feedback.

Create a survey form

If you have never created a form before, read this article for a step-by-step guide on how to create a form. 

Step 1: To create a survey, you can use different fields depending on your needs. Drag the items you want to add to your survey from right to left.

Step 2: To edit an added field, click on the "pencil" icon that appears when you hover your mouse over the added item:

Example: Creating a rating question

To create a rating question with comments like the one in this image, you will need to use three fields: Title, Selection Group and Text Field.

Let's see how to configure each field:

• Title: Use this field to create the title of the question. In the "type" section you can choose the size of the title.
  
• Selection Group: Create numerical or text ratings (Excellent, Very Good, Good, Fair, Poor...) for your services.

Note: By ticking the "Show lineal" box, the answer options will be displayed horizontally. If you do not choose it, they will be displayed vertically (as in the example).

• Text field: Creates a text box, where customers can reply with comments.

Note:  To save the information added in the fields in our CRM, you will have to assign them the corresponding custom fields in the metric space found by clicking on the editing "pencil".

Step 3: Click on update form and code at the bottom of the screen to preview and copy the code.

Step 4: Click save form at the top of the screen at the end of the survey form.

Using your survey in campaigns

If you want to send your survey form to your customers you will need to create a landing page and insert the form there. You can then share the link with your customers in any way you want (e.g. send it through a campaign).