Learn how to create additional forms and surveys to help you collect additional information as your business continues to evolve.
1. Accessing Forms and Surveys:
- Navigate to the "Websites and Forms" section in your system.
- Choose either "Forms" or "Surveys" depending on your needs.
2. Understanding Forms and Surveys:
- Differentiate between forms and surveys: forms are shorter questionnaires, while surveys are longer and more comprehensive.
3. Creating a Survey from Template:
- Select a template for your survey or start from scratch based on your requirements.
4. Customizing Survey Design:
- Use the editor to customize the survey layout, background, and branding to align with your business identity.
- Optimize the design for integration with funnels or websites by removing unnecessary elements like backgrounds and borders.
5. Adding Survey Questions:
- Customize the survey by adding questions and options using the drag-and-drop interface.
- Include standard fields like name, email, and phone number, ensuring phone numbers include a country picker for accurate formatting.
6. Incorporating Custom Fields:
- Supplement the standard questions with custom fields to gather specific information from respondents.
- Create dropdown questions and select appropriate categories for organizational purposes.
7. Setting Redirect Options:
- Configure redirect options based on respondent actions, such as submitting the form or disqualification.
- Use logic to direct respondents to different messages or URLs based on their answers.
8. Enabling Notifications and Autoresponders:
- Activate notifications and autoresponders to promptly respond to submissions and engage with respondents.
9. Integrating Survey Data with Contact Profiles:
- Create a workflow to automatically add survey responses to contact profiles as notes.
- Use triggers to specify which survey submissions trigger the workflow and define the actions to be taken.
10. Ensuring Data Integrity:
- Consider toggling on the "allow re-entry" option to prevent duplicate submissions and maintain data accuracy.
11. Finalizing and Saving:
- Rename and enable the workflow as needed, ensuring it's configured to accurately capture and process survey data.
- Save the workflow to apply the settings and activate the integration.
