Survey Creation Tool Overview

Introduction

This section guides you through creating surveys for various needs, such as gathering new leads from your website or collecting data when someone books a meeting on your calendar. Keep in mind that access to certain features may depend on your user permissions.

Creating a New Survey

To begin crafting your survey, click the "Add New Survey" button.

Organizing with Folders

If you need to organize your surveys, you can create a new folder by clicking on the "Create Folder" button. After naming your folder, click "Confirm" to save it.

Recent Surveys

The "Recent" tab displays the surveys you have accessed most recently, allowing for quick navigation.

Survey List View

This tab provides a list view of your surveys. If you have switched to another view like "Recent," you can return to the list view using this tab.

Searching Surveys

If you have a large number of surveys, use the search bar to quickly find a specific one by typing its name.

Survey Information

Name: The names of your surveys or folders are displayed here.

Last Updated: This shows when each survey or folder was last modified.

Updated By: Here, you'll see who last updated the survey or folder.

Survey Actions

• Edit: Click to modify an existing survey.

• Duplicate: Use this to make a copy of a survey.

• Share: Share a survey within your CRM by selecting a location.

• Move To Folder: Move a survey to a different folder.

• Upload to Survey Templates: Save a frequently used survey as a template.

• Delete: Permanently remove a survey.

Survey Folder

Survey folders you've created will be marked with a folder icon.

Folder Actions

• Edit: Modify an existing survey folder.

• Delete: Permanently remove a survey folder.