Surveys

This chapter discusses how to use the Surveys menu in the navigation bar.

Surveys Overview

Surveys are tools used to collect information about your contacts, your products, or your services.

Survey results can be used to gather customer insights, determine how well your company is serving client needs and to identify opportunities for improvement.

Viewing and Managing Surveys

To view and manage your surveys:

1. Click Surveys in the navigation bar
2. Select View Surveys

The screen displays a list of surveys you have created. You can:

• Create a survey
• Edit the design and content of your survey
• Delete selected survey(s)
• View results of the selected survey(s)
• Export responses to a CSV file for further analysis

Survey List Options

Create a Survey	Click this to create a new survey. See Creating a Survey for more information.
Delete Selected	Select one or more surveys, click this to delete selected survey(s).
Name	The name of the survey.
Date Created	The date on which the survey was created.
Last Edited	The date on which the survey was last edited.
Responses	The number of responses received.
Action	- Click Preview to see a full-screen version of the survey. - Click View Results to see the results. - Click Export Responses to save responses as a CSV file. - Click Edit to modify content and design. - Click Delete to remove the survey.

Creating a Survey

To create a survey:

1. Click Surveys in the navigation bar
2. Select Create Survey

The Survey Designer page allows you to:

• Enter a survey name
• Add introduction/instructions
• Design your survey by dragging fields from left to right

Available Question Types

Single Line Text

For short text answers:

Paragraph Text

For longer responses:

Radio Buttons

For single choice questions:

Checkboxes

For multiple choice questions:

Dropdown List

For single choice from many options:

Country List

For selecting countries:

File Upload

For collecting files:

Section Break

For adding instructions:

Field Controls

Control	Description
	Toggle field visibility
	Add a similar field
	Remove the field
	Set field visibility: - “Visible to everyone” - “Visible only to administrators”
Requires Answer	Make the field required
Randomize	Randomize option order

Survey Settings

Click Survey Settings to configure:

• Header (text or logo)
• Completion behavior
• Email notifications
• Error messages
• Submit button text

Click Save and Continue to return to the Survey Designer or Save and Exit to finish.

Note: To insert a survey link in an email campaign, see Inserting Survey Link

Survey Results

To view results:

1. Click Survey in the navigation bar
2. Click Survey Results
3. Select a survey
4. Click View Results

The results screen shows:

• Response rates and counts
• Answers per question
• Charts and graphs
• Individual responses

Results Options

Option	Description
Export Response	Export results to CSV
Browse Responses	View detailed responses
Percent	Response rate percentage
Responses	Number of responses per option
Browse…	View individual responses

Managing Responses

You can:

• Edit responses
• Delete responses
• Navigate between responses
• Export all responses to CSV

When browsing individual responses:

• Use the response dropdown to jump to specific responses
• Click Next to move to the next response
• Click Exit to return to the results overview