Survey Creation Tool Overview

Introduction

This section provides the ability to design surveys for collecting information in various contexts, such as generating leads through a website or gathering details when an individual schedules an appointment. 

Note: Depending on your permission level, certain features may be restricted.

Building a New Survey

To begin creating your survey, simply select the “Create New Survey” button. 

Making a New Folder

You can organize your surveys by clicking the “Create Folder” option, entering a folder name, and selecting “Confirm” to save it. 

Accessing Recent Surveys

The “Recent” tab provides access to surveys you’ve viewed or worked on recently. 

Viewing Surveys in List Format

Switch to the “Survey List” tab to display all available surveys in list form. If you’ve changed the view to “Recent,” this option returns you to the list view. 

Searching for Surveys by Name

With a large number of surveys, you can use the search function to locate a specific one by typing its name. 

Survey Information Displayed

• Name: This section shows the title of each survey or folder. 

• Last Updated: Indicates when the survey or folder was last modified. 

• Updated By: Displays which user was the last to make changes to the survey or folder. 

Survey Management Options

• Edit: Adjust an existing survey.
• Duplicate: Create a replica of a current survey.
• Share: Share a survey with another location within the CRM.
• Move to Folder: Relocate a survey to a designated folder.
• Save as Template: Turn a frequently used survey into a reusable template.
• Delete: Permanently remove a survey. 

Survey Folders

Folders containing surveys are marked with a folder icon. 

Folder Management Options

• Edit: Modify the contents of an existing survey folder.
• Delete: Permanently remove a survey folder.