FAQs in this section
Are surveys available in all Vtiger editions?
How do I create an external survey?
What is the purpose of a CSAT Survey in Vtiger?
What are the available question formats in a CSAT Survey?
Can CSAT Surveys be triggered automatically?
Can I preview the CSAT Survey before it is sent out?
How do I create a CSAT Survey in Vtiger CRM?
How do I view CSAT Survey responses in Vtiger CRM?
How do I edit an existing CSAT Survey?
How do I deactivate a CSAT Survey in Vtiger CRM?
How do I delete a CSAT Survey in Vtiger CRM?
Which Vtiger CRM modules support CSAT Surveys?
How do I send an Internal Survey link?
How do I send an External Survey link?
How do I install the Survey module?
How do I preview a survey?
How do I insert a survey link into the email body?
How do I close a survey?
How do I view survey responses?
What is a Survey?
Why do I need to add logic to a survey question?
What are the different survey types?
What types of survey questions can I create?
How do I add logic to a survey question?

How do I create an internal survey?

Follow these steps to create an internal survey:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Select Essentials > Surveys. The Surveys List View opens.
  4. Click +Add Survey. The Add Survey window opens. 
  5. Enter or select the following information:
    1. Name - Enter the survey name.
    2. Survey link - This is automatically generated after you enter the survey name.
    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 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 see their answers.
  6. Click Advanced Options. The Survey Details page opens.
  7. Enter or select the following information:
    1. Survey header - Enter the text that must appear on the page header.
    2. Show header on all pages - Enable this checkbox to display the header on every page of the survey.
    3. Survey footer - Enter the text that must appear on the page footer.
    4. Survey logo - You can insert a logo of size up to 2 MB here. For example, the company logo.
    5. Response Messages -Enter the message that should be displayed after survey submission.
  8. Click Go to Questions. The Questions page opens.
  9. Click +Add page Details
  10. Click to add the following details. 
    1. Page Title - Add a title for the page.
    2. Description -  Add description.
  11. Questions - Add different question types by dragging them from the left.
    1. Hover over the Questions to perform the following actions:
      1. Drag and Drop - Rearrange the order of questions by dragging them up or down.
      2. Duplicate - Create an exact copy of a question to reuse or modify. 
      3. Delete - Remove the question from the survey.
      4. Logic - Add conditions to control when this question or a page appears based on previous responses.
      5. Mandatory - Enable the checkbox to ensure the question must be answered before submitting the survey. 
    2. For the radio button, checkbox, and dropdown questions, you must also enter the answer options.
    3. You can also duplicate questions and add logic to them. Hover over a question to see these options.
  12. +Add page - Click to add another page. 
  13. Preview - Click to see how the survey will appear to respondents before publishing it. 
  14. Survey Details - Click to go back and edit the title, description, or visibility settings for the survey.
  15. Save as Draft - Click to save the survey and edit it later
  16. 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.
 
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