FAQs in this section
What is a survey?
Are surveys available in all Vtiger editions?
I cannot find Surveys on the Main Menu.
What are the different survey types?
What type of survey questions can I create?
Can I preview a survey?
How do I create an internal survey?
How do I send an internal survey link?
How do I send an external survey link?
Can 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 external survey?

Follow these steps to create an external 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.
  7. Click Advanced Options.
  8. Enter the following information:
    • 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.
    • Captcha - If you enable this, the respondents must submit captcha before submitting the survey response. This helps in avoiding spam responses and bots.
    • Anonymous - If you enable this, responses will become anonymous. 
    • Create contact - If you enable this, contact records are created in the CRM using the respondents’ details.
  9. Click Go to Questions.
  10. Click +Add page details.
    • Add a page title and descrition. You can add multiple pages to a survey. To add another page, click +Add page shown on the right. 
  11. Add different question types by dragging them from the left.
    • For radio button, checkbox, and dropdown questions, you must also enter the answer options.
  12. Click Save & Publish
    • You can click Save as Draft to save the survey and edit it later.
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