How To Build, Edit And Utilize Surveys
Using surveys is a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the survey builder is a critical piece to being able to best use OS to customize it for your business needs. It is important to note the survey and form builders function similarly, but there are some notable differences. The primary difference between a survey and a form is that a survey utilizes logic. This can be useful for you to determine if your lead is of quality or not. With a form, you may just be gathering information about a potential lead, but with a survey, you can qualify or disqualify the lead.
Overview of the Survey Feature
Navigate to Surveys. You’ll see 3 tabs: Builder, Analyze, and Submissions
“Builder” features a list of all your existing surveys. You can also create a new survey from this page.
“Analyze” gives you an overview of the number of submissions, as well as a graph. You can sort by survey, choose a specific period, and more.
“Submissions” allows you to sort through the submissions for all surveys or select a specific survey. You can also search for a specific submission by name, email, phone number, or contact ID.
Step 1: Creating a Survey
Navigate to the Builder, click on + Add Survey, and then Start from Scratch.
Note: You can also click on edit on an already existing survey to edit more, or select a template, by clicking on New Survey - Choose from Template.
Step 2: Edit your Survey by Adding Elements
You can edit the name of the survey by clicking on the pencil to edit
t
Click on the + sign on the left to see all the elements available.
From the Quick Add tab, click on the element, drag it, and drop it in the position where you want it to be.
Note: You can have more than one slide. To add one, click on the + sign below the first slide, and so on.
Standard Fields include things like contact information:
Full Name
First Name
Last Name
Date of Birth
Phone
Email
Button
Address
City
State
Country
Postal Code
Website
Organization
Text
HTML
Image
Note: The Image element now can resize the image in the builder itself. You can also align the image, and add text to images for SEO purposes. Custom Fields can be anything from “What’s your Favorite Food?” to “Annual Income” to “Favorite Movie” and more… you can completely customize custom fields and include text boxes, signature fields, drop-down menus for selecting from a list of options, etc.
Captcha
Source
T&C
NOTE: It's crucial to understand that system-wide, permanent edits to standard fields are not supported. Any adjustments to standard fields must be made individually for each form or survey. This ensures that your customization efforts are specific to the intended context, preserving the integrity of other forms and surveys across your system.
The Spread to Columns feature for surveys
The Spread to Columns feature for surveys allows the configuration of multiple columns for radio buttons, radio images, and checkboxes, enhancing the visual styling and layout. This functionality improves the organization and presentation of surveys, making them more user-friendly and aesthetically pleasing. To utilize this feature, navigate to the survey editor, select the radio buttons or checkboxes, and adjust the column settings in the right-hand menu. This feature applies to new surveys and does not affect existing ones.
In Custom Fields, you can add the fields you created, that are required for your business.
Note: You need to have the custom fields added first to be able to use the conditional logic.
If you don’t need this anymore element, then, click on the element, and on the X to delete it.
Step 3: Edit your Survey by Styling it
Go to the right side and click on ‘Styles & Options.’
Under styles, you can edit:
The layout
The survey style (background, padding, borders, Label, shadow, etc)
The custom field style
The label
Placeholder
Add Custom CSS
The background image, which is intended to cover the entire page, provides a visually appealing backdrop for the survey.
The header image, which is designed to cover the entire width of the survey and remains positioned at the top of the survey. This allows you to display captivating images at the top of the survey, creating an impactful and visually engaging experience.
Toggle the agency branding
Note: Please note that the background image feature is currently available only in the new form and survey builder. Users can preview the background image they have set within the survey builder by clicking on the preview option.
Under “Themes” you will be able to choose from a wide array of professionally crafted themes that suit various styles and purposes.
Note: All the themes come already with a background, field style, font, size, button design, etc. Below is an example of what the Eco Heaven theme looks like.
Under “Options' ' you can choose the survey name, determine what happens upon submission (is there a page redirect or a message), add a Facebook Pixel ID, and enable timezone. You can also toggle on or off the Sticky Contact feature.
Note: Activating the timezone option will capture the time zone information of the individual submitting the survey
Field Spacing Feature
You can adjust the spacing between fields in your forms and surveys. This addition gives you more flexibility in how you organize and design your content.
How to access:
Changing the field spacing is straightforward and can be done directly within the form builder. Follow these steps:
Navigate to the form or survey you want to edit and open it in the builder.
Go to Styles in the top right corner and you will find field spacing,you can adjust your spacing from there
Key Advantages
This new spacing feature brings several benefits, including:
Better Layout Control: Arrange your fields with more precision to achieve your desired look.
Enhanced User Experience: Improve the overall readability and flow for those filling out your forms.
Greater Design Flexibility: Customize the appearance to match your brand or specific needs
Step 3: Adding Survey Logic
When creating the survey questions, adding logic allows you to determine if a lead is qualified or not. Based on whether the person taking the survey chooses a specific option over another, you can have them complete the full survey, skip to a specific slide, or be disqualified immediately.
In the example below, based on the three options, “Yes” would advance them to slide 3, and “No” would disqualify them immediately,
Step 4: Notification Settings
Enable Email Notifications to receive an email notification whenever someone submits a survey.
Enable Auto Responder to automatically send the lead a submission email containing a copy of the information they've submitted.
Step 4: Integrating and Using a Survey
Once you create a survey and save any changes, you can click “Integrate Survey” to access a link or embed code. Embed code can be included in a website or funnel page. A link can be pasted into an SMS or email message.
Surveys can also be connected to a calendar (check out Calendar Settings to learn more about this.)
Surveys can also be used in Funnels or Websites using the Survey Element
Once a Survey is integrated into OS in one of these ways, leads/contacts will be able to fill it out accordingly, and you can view the submissions in OS.
NOTE: Check out our "How to Customize a Form or Survey" tutorial for a video and more details on customization of forms and surveys.
Step 5: Version History
In the version history, you can access older versions of a survey. For example, if you've made changes to a survey and saved them, but now wish to retrieve a previous version, you can do so from the version history. This feature displays the date and time history of each survey, allowing you to track and restore earlier iterations as needed.
FAQ: Using the Survey Builder in OS
Q1: What are the main differences between a survey and a form?
A1: The key difference is that surveys utilize logic to qualify or disqualify leads based on their responses. Forms typically just collect information. Surveys can dynamically adjust based on answers, while forms are more static.
Q2: How do I access the survey features in OS?
A2: Navigate to the Surveys section where you’ll find three tabs:
Builder: View and create new surveys, or edit existing ones.
Analyze: Review submission data with charts and sorting options.
Submissions: Sort and search through individual survey submissions.
Q3: How do I create a new survey?
A3: Go to the Builder tab, click + Add Survey, and choose Start from Scratch. Alternatively, you can edit an existing survey or select a template from the New Survey - Choose from Template option.
Q4: How do I add and arrange elements in my survey?
A4:
Click the + sign on the left to access available elements.
Drag and drop elements into your survey.
To add multiple slides, click the + sign below an existing slide.
You can include standard fields (e.g., name, email), custom fields (e.g., favorite food), and other elements like images and Captchas.
Q5: Can I modify the standard fields in surveys?
A5: Permanent system-wide changes to standard fields are not supported. Customizations must be made individually for each survey to maintain the integrity of other forms and surveys.