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How do I create an internal survey?

Table of Contents
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:
    • Name - Enter the survey name.
    • Survey link - Enter the link to the survey.
    • 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 that 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 view their responses.
    • Survey header - Enter the text that must appear on the page header.
    • Survey footer - Enter the text that must appear on the page footer.
    • Survey logo - You can insert a logo of size within 2 MB here. For example, company logo.
  7. Click Go to Questions.
  8. Click +Add page details.
    • Add a page title and description. You can add multiple pages to a survey. To add another page, click +Add page shown on the right. 
  9. Add different question types by dragging them from the left.
    • For radio button, checkbox, and dropdown questions, you must also enter the answer options.
  10. Click Save & Publish

When you save and publish a survey, it becomes active and accessible.

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