Create a Survey

• Surveys can be embedded in webpages, emails, and more.
• Analytics can be tracked on surveys.
• Logic can be added to make your survey more interactive and unique.
• Actions can be added to the survey to create auto replies, notify team members, and more. 

 

Step 1 - Create a new Survey.

1. In the Marketing and Events Area
2. Select Web Content from the Marketing Automation subsection.
3. Click to create a New Web Content.

1. Enter the Survey information
   • Name: Survey Name.
   • Type: Set the type to Survey.
   • Domain: The Domain you have configured in the CRM
     • How to create a Domain
   • Web Responsive: Yes - Fits window contents to screen size
   • Create new Visitor as: Lead or Contact. When the survey is submitted, if the email address is not a registered account, the system will generate a new account as a Lead or Contact.
   • Category: Categorize the survey as Marketing, HR, or Other.
   • Campaign: Optional field that links the survey to a CRM Campaign
   • Lead Generation Form: Yes. Allows collection of user data.
2. Select Design Tab.

1. Toolbox: Click a component to include on your survey, elements can be modified or deleted.
2. Properties: List of modifiable properties for a selected component.
3. Pages: Add or remove pages from the survey
4. Tabs:
   • Survey Designer: Interface to create or edit the Survey.
   • Test Survey: Test the survey.
   • Survey Logic: Add logic to your survey questions.
5. Extra Properties:
   • Color scheme for the survey.
   • Actions can be added to perform automated tasks such as:
     • Add users to marketing lists.
     • Notify team members of surveys.
     • Set up auto responses.
   • Embed Link: Provides an HTML IFRAME element allowing you to embed it within emails, webpages, widgets, and more.

1. Add a Title and Description for the Survey.
2. Visual representation of the title and description. Interact with components by selecting them.

1. Click add logo to upload an image from your computer.
2. Set the position and dimensions of the logo.

1. Click on components in the Toolbox to add them.
2. The components will be shown in the survey here. You can Click and drag components to different locations, click on a component to see its properties, or delete them.

1. To customize a component select it (e.g. the dropdown survey question), properties will display in the side interface.
2. Changes made to the properties of an element will reflect on the Survey element.
3. For a dropdown element, choices will be modifiable. For other elements, appropriate properties will be displayed here.

1. Add the choices for the dropdown under Text column.
   1. Values are logic bound, and will be covered later in this tutorial.
2. Your choices will reflect on the Survey.

Step 9 - Add a comment box.

1. Customize the properties here.
2. Changes will show up here.

Step 10 - Add logic to the survey.

• Here our goal is to display the feedback textbox when the user has selected the "not so much" option from the "how was the demo?" dropdown.

1. Select the comment box element, and Logic in properties.
2. This textbox will only be displayed if the user has selected "Not so much." Therefore properties should reflect this goal (e.g. Dropdown1 -> equals -> Not so much).
3. Select the "Not so much" value.
4. Ensure that the box is not visible by default.

 

 

Step 11 - Test Survey.

• Click on the Test Survey tab so we can test out our logic we added. 
• The comment box is not visible.

• When we select "Not so much" in the dropdown menu, the comment box now is visible to the user. Our logic worked!

 

Step 12 - Add Actions to the survey.

• There are multiple Actions you can add to your survey to deploy once a user completes a survey. Add the user to a marketing list, notify a team member of a surveys completion, and more.

 

Step 13 - Copy a link to use.

• This link can be embedded in a website, email, or just sent out as a link to the survey.

Step 15 - Results. When we go to our link the survey will display.

• The survey you made will show in Web Content page where you can access or edit it.