Creating a customized survey is a great way to gather valuable insights from your audience. Survey fields are the building blocks of your survey—they determine how you collect information, whether it’s through text inputs, checkboxes, or dropdown menus. With a variety of field types, you can design surveys that are both engaging and easy to use.

To start customizing your survey, click on the “+” tab. This will display the different survey fields available for you to use. These fields are the tools that allow you to gather the specific information you need from your audience.

Field Types #

There are two main groups of survey fields to choose from:

• Quick Add: These are pre-built fields for common inputs like name, email, phone number, and more. Ideal for quickly adding basic information-gathering elements to your survey.
• Custom Fields: These fields are entirely customizable and can be built by you or your CRM admin. Options include checkboxes, drop-down menus, long-form answers, and more. Perfect for tailoring your survey to collect unique or specific data.

Field Options #

Whether you are in the Quick Add or Custom tab, this area is where all the inputs are. All you need to do is click and drag them over to the survey slide in the middle of the screen to add them to the survey.

Save Survey #

Make sure you save all of your survey progress! Don’t worry, when you save, you will remain in the survey builder. It is just a good habit to save the survey as you go.

With these tools, you can create and customize surveys that fit your needs perfectly. Whether you’re using Quick Add fields for simplicity or building Custom fields for more specific data, the right fields will help you gather valuable insights from your audience.

Frequently Asked Questions #

How do I open the elements panel? #

Click the “+” tab in the survey builder to display the available survey fields you can add.

What are the two main groups of survey fields? #

Quick Add provides pre-built fields for common inputs like name and email, while Custom Fields are fully customizable for unique or specific data you want to collect.

How do I add a field to my survey? #

Click and drag the field from the Quick Add or Custom tab onto the survey slide in the middle of the screen.

Who can create custom fields? #

Custom fields can be built by you or your CRM administrator, and can include checkboxes, dropdowns, long-form answers, and more.

Will I lose my place if I save while building? #

No. When you save, you remain inside the survey builder, so it’s a good habit to save your progress as you go.

What types of inputs can I collect with survey fields? #

You can collect text inputs, checkboxes, dropdown selections, long-form answers, and standard contact details, depending on the fields you choose.