Creating a customised survey is a great way to gather valuable insights from your audience. Survey fields are the building blocks of your survey; they determine how you collect information, whether it's through text inputs, checkboxes, or dropdown menus. With a variety of field types, you can design surveys that are both engaging and easy to use.
To start customising your survey, click on the "+" tab. This will display the different survey fields available for you to use. These fields are the tools that allow you to gather the specific information you need from your audience.
Field Types
There are two main groups of survey fields to choose from:
- Quick Add: These are pre-built fields for common inputs like name, email, phone number, and more. Ideal for quickly adding basic information-gathering elements to your survey.
- Custom Fields: These fields are entirely customisable and can be built by you or your CRM admin. Options include checkboxes, drop-down menus, long-form answers, and more. Perfect for tailoring your survey to collect unique or specific data.
Field Options
Whether you are in the Quick Add or Custom tab, this area is where all the inputs are. Just click and drag them over to the survey slide in the middle of the screen to add them to the form.
Save Survey
Make sure you save your survey progress as you go. When you save, you'll stay in the survey builder, so it's worth saving regularly as you work.
With these tools, you can create and customise surveys that fit your needs. Whether you're using Quick Add fields for simplicity or building Custom fields for more specific data, the right fields will help you gather valuable insights from your audience.