This tab lets you create surveys to capture data for all sorts of scenarios, such as collecting new leads from your website or gathering information when someone books on your calendar.
📌Note: Depending on your user permissions, you may not have access to all of the components.
Builder
Add New Survey
When you're ready to create a survey, click the "Add new Survey" button!
Create Folder
To create a new folder, click the "create folder" button.
Give the folder a name, then click "confirm" to save it.
Recent tab
Click the clock icon to view the surveys you've accessed recently.
Survey List
This option organises the surveys in alphabetical order.
Search Surveys By Name
If you have a long list of surveys, you can search for a particular survey by typing its name here.
Survey List
Name
You can see the name of each Survey or Survey Folder displayed here.
Last updated
This column shows the date and time each survey or folder was last updated.
Updated By
This column shows the name of the CRM user who last updated the survey or folder.
Survey Actions
- Edit: Click this button to edit a current survey.
- Preview:
- View Submission:
- Duplicate: Click "duplicate" if you'd like a copy of a survey.
- Upload to Survey Templates: If you've created a survey you'd like to reuse regularly, you can turn it into a template.
- Share: To share a survey from this location, or another within the CRM, click "Share" and select the location you want.
- Move To Folder: To move a survey into a folder, click this button and select the folder.
- Delete: Select "delete" if you want to remove this survey. Please note, deleted surveys are permanently removed.
Survey Folder
All the survey folders you have created will have a folder icon like this.
Folder Actions
- Edit: Click this button to edit a current survey folder.
- Delete: Select "delete" if you want to remove this survey folder. If you delete a survey, it will be permanently deleted.
That covers everything you need to know about the Builder tab in your Survey builder.