Follow these steps to create an internal survey:
- Log in to the CRM.
- Click the Main Menu.
- Select Essentials > Surveys. The Surveys List View opens.
- Click +Add Survey. The Add Survey window opens.
- Enter or select the following information:
- Name - Enter the survey name.
- Survey link - This is automatically generated after you enter the survey name.
- Type - Choose Internal as the survey type.
- Expiry date - The survey will become inactive after this date.
- Assigned To - This is the owner of the survey.
- CSS file URL - Enter the CSS file URL you want to use to style the survey page. This is optional.
- Show responses - Enable the checkmark if you want the survey takers to be able to see their answers.
- Click Advanced Options. The Survey Details page opens.
- Enter or select the following information:
- Survey header - Enter the text that must appear on the page header.
- Show header on all pages - Enable this checkbox to display the header on every page of the survey.
- Survey footer - Enter the text that must appear on the page footer.
- Survey logo - You can insert a logo of size up to 2 MB here. For example, the company logo.
- Response Messages -Enter the message that should be displayed after survey submission.
- Click Go to Questions. The Questions page opens.
- Click +Add page Details.
- Click to add the following details.
- Page Title - Add a title for the page.
- Description - Add description.
- Questions - Add different question types by dragging them from the left.
- Hover over the Questions to perform the following actions:
- Drag and Drop - Rearrange the order of questions by dragging them up or down.
- Duplicate - Create an exact copy of a question to reuse or modify.
- Delete - Remove the question from the survey.
- Logic - Add conditions to control when this question or a page appears based on previous responses.
- Mandatory - Enable the checkbox to ensure the question must be answered before submitting the survey.
- For the radio button, checkbox, and dropdown questions, you must also enter the answer options.
- You can also duplicate questions and add logic to them. Hover over a question to see these options.
- +Add page - Click to add another page.
- Preview - Click to see how the survey will appear to respondents before publishing it.
- Survey Details - Click to go back and edit the title, description, or visibility settings for the survey.
- Save as Draft - Click to save the survey and edit it later
- Save & Publish - When you save and publish a survey, it becomes active and accessible.
When you save and publish a survey, it becomes active and accessible. You can share the link with the respondents.
Note: The option to select questions or pages in the logic configuration is available only if more than one question or more than one page has been added to the survey.