How to Create a Simple Survey

Survey Overview

This is an overview of the survey builder section in your CRM. You can create fully customized surveys for new lead funnels, signup pages, and calendar scheduling!

NOTE: Depending on your user permissions, you may not have access to all of the components.

Survey Slide

This is your survey slide. This is where you will drag and drop different survey inputs to customize your form.

Slide Name

Here you will be able to see the name you've given to each slide. By default, slides are given numbers and go in order starting from the number 1

Add More Survey Slides

If you want to add more survey slides, simply click the "Add New Slide" button

Add Survey Element

Click the plus button to add elements to the survey. Just drag and drop the element you wish to add to the survey.

Survey Styles and Options

Change the appearance of the survey by using different styles, themes, and advanced options.