Overview

Surveys are a great way to capture information for new leads and many other aspects of your business. Surveys and forms function similarly, but surveys use logic. This lets you qualify, disqualify, or route leads based on their answers.

Overview of the Survey feature

• Navigate to Surveys. You’ll see 3 tabs: Builder, Analyze, and Submissions.

  

• Builder features a list of all your existing surveys. You can also create a new study from this page.

• Analyze gives you an overview of submissions and graphs. You can sort by survey and choose a specific period.

• Submissions lets you review submissions for all surveys or a specific survey. You can search by name, email, phone number, or contact ID.

Available Integrations

Surveys can be used in Funnels or Websites using the Survey Element.

Once a survey is created and saved, click Integrate Survey to access:

• A link (paste into SMS or email messages)
• Embed code (include on a website or funnel page)

How to build and manage surveys

Step 1: Creating a survey

• In Builder, click + Add Survey, then choose Start from Scratch.