SMOOVE FOR BEGINNERS – CREATING A SURVEY

Let’s start building surveys directly within the system! 

What’s special about this module? 

no need to use Custom Fields - lead comments will be saved in the survey itself. this will allow saving data for long and analyze it.   

What can you do with this?

1. Build a survey and send it to customers and clients
2. See how many contacts answered the survey and view their details 
3. Export an Excel file with all the responses to the survey 

How do you do it? 

creating a survey

1. In the menu - press “Surveys” 
2. Select “Create survey” 
3. Select a template
4. Add new survey
5. Hover with the mouse over one of the fields in the form
6. press "Add"

7. Field type - Select the type of content for this field 

8. Field title - The question we want to ask in the survey 
9. Required - A field the customer has to complete in order to submit the survey 
10. “Update contact” field – Enables a customized field to be updated  
    
11. Field - Select the field you want to update   
12. Save
13. "Thank you" page - Tab 
14. Set a page the customer will be directed to after answering the survey. You can also set a landing page and an external web page as a thank you message 
15. Settings - Tab
16. Campaign name – Enter the survey name 
17. Save 
18. Copy the survey URL and mail it to the relevant target audience  

Responses - Viewing the survey results 

1. Summarizing report  
   
2. Hover over "surveys" menu 
3. select "My surveys" 
4. Scroll to the relevant survey row
5. press "Responses"
6. A specific customer’s completed survey  
   
7. Hover over "contacts" menu 
8. Select a contact
9. "Responses" tab
10. Select the desired survey form