Home  >   FAQs   >  How do I create an external survey?

How do I create an external survey?

Table of Contents
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:
    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.
  7. Click Advanced Options.
  8. Enter the following information:
    1. Survey header - Enter the text that must appear on the page header.
    2. Survey footer - Enter the text that must appear on the page footer.
    3. Survey logo - You can insert a logo of size within 2 MB here. For example, the company logo.
    4. Captcha - If you enable this, the respondents must submit a captcha before submitting the survey response. This helps in avoiding spam responses and bots.
    5. Anonymous - If you enable this, responses will become anonymous. 
    6. 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.
    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. 
  11. 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.
  12. Click Save & Publish
    1. You can click Save as Draft to save the survey and edit it later.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.