This tab allows you to build surveys to capture data for all kinds of scenarios, like capturing new leads on the website or collecting data when someone schedules 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 are ready to create your own survey, you simply click the “Add new Survey” button.

Create Folder #

If you want 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 organizes 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 you the date and time each survey or folder was updated.

Updated By #

In this column, you will see the name of the CRM user who last updated the survey or a folder.

Survey Actions #

• Edit: Click this button to edit a current survey.
• Preview: Preview the survey as your audience will see it.
• View Submission: Access the submissions for the selected survey.
• Duplicate: Click “duplicate” if you’d like to have a copy of a survey.
• Upload to Survey Templates: If you have created a survey that you may want to use frequently, you can create a template out of it.
• Share: If you’d like to share a survey from this location or another within your CRM, click the “Share” button and select the location you want.
• Move To Folder: If you’d like to move a survey from your list to a folder, simply click this button and select the folder.
• Delete: You can also select “delete” if you wish to delete this survey. If you delete a survey, it will be permanently deleted.

Survey Folder #

All the survey folders you have created will have a folder icon.

Folder Actions #

• Edit: Click this button to edit a current survey folder.
• Delete: You can also select “delete” if you wish to delete this survey folder. If you delete it, the contents will be permanently deleted.

There you have it, now you’re an expert on the Builder tab’s layout of your Survey builder!

Frequently Asked Questions #

How do I create a new survey? #

Click the “Add new Survey” button in the Builder to start building your survey.

How do I organize my surveys? #

Use the “create folder” button to make folders, then use the Move To Folder action to group related surveys together.

Why don’t I see all the survey components? #

Access depends on your user permissions. If something is missing, an administrator may need to adjust your permission level.

How do I find a specific survey in a long list? #

Use the Search Surveys By Name field and type the name of the survey you’re looking for. You can also sort the list alphabetically.

Can I reuse a survey I built? #

Yes. Use the Duplicate action to copy a survey, or Upload to Survey Templates to save it as a reusable template.

What happens if I delete a survey or folder? #

Deleting a survey or folder permanently removes it, so make sure you no longer need the data before deleting.