Surveys help you gather data from your customers and understand their thoughts, opinions, and feelings. The results give you a clearer picture of what your audience thinks, so you can adjust your marketing or services accordingly. If you want a direct line to how your customers feel, this is the tool for you. Here's how to create one.
📌 Note: Depending on your user permissions, you may not have access to all of the components.
To get started, navigate to the Survey tab inside the Sites section and click the "+ Add Survey" button.
Select whether you'd like to start from scratch or use a template to give you a head start. This time, we're starting from scratch.
Survey Slides
After clicking Create you'll be taken inside the survey builder, with a slide waiting for you. Your survey slide is your canvas, where you can drag and drop different elements to build it out.
Slide Name
Here you will see the name you've given to each slide. By default, slides are given numbers and go in order starting from the number 1.
You can change a Slide's name by clicking the three-dot icon and selecting Settings.
Adding More Slides
If you want to add more slides to your survey, simply click the "+" button
Adding Elements
Click the plus button at the top left corner to open the elements section.
Just drag and drop the element you wish to add.
After an element is added, click it to open its settings and make it required if needed.
Creating Questions
If you need to add a question to your survey but can't find it, switch to the Custom Fields tab.
Here you'll find all your Custom Fields organised in folders as they are in the system.
If you still can't find the field you need, click +Add to create it.
Survey Styles and Options
Change the appearance of the survey by using different styles, themes, and advanced options.
That's enough to get you started with the survey builder, so feel free to explore. If you'd like to go deeper, the other articles in this category cover each section and element in more detail.