FAQs in this section
What is a Survey?
Are surveys available in all Vtiger editions?
How do I install the Survey module?
What are the different survey types?
What types of survey questions can I create?
Can I preview a survey?
How do I create an external survey?
How do I send an internal survey link?
How do I send an external survey link?
How do I insert a survey link into the email body?
How do I view survey responses?
How do I add logic to a survey question?
Why do I need to add logic to a survey question?
How do I close a survey?

How do I create an internal survey?

Follow these steps to create an internal survey:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Surveys.
  5. Click +Add Survey.
  6. Enter the Survey Details:
    1. Name - Enter the survey name.
    2. Survey link - Enter the link to the survey.
    3. Type - Choose Internal as the survey type.
    4. Expiry date - The survey will become inactive after this date.
    5. Assigned To - This is the owner of the survey.
    6. CSS file URL - Enter the CSS file URL that you want to use to style the survey page. This is optional.
    7. Show responses - Enable the checkmark if you want the survey takers to be able to view their responses.
    8. Survey header - Enter the text that must appear on the page header.
    9. Survey footer - Enter the text that must appear on the page footer.
    10. Survey logo - You can insert a logo of size within 2 MB here. For example, the company logo.
  7. Click Go to Questions.
  8. Click +Add page details.
    1. Add a page title and description. You can add multiple pages to a survey. To add another page, click the +Add page shown on the right. 
  9. Add different question types by dragging them from the left.
    1. You must also enter the answer options for the radio button, checkbox, and dropdown questions.
  10. Click Save & Publish
When you save and publish a survey, it becomes active and accessible.
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