How to use the survey element

In this article, you will learn how to use the survey element.

You will need:

Adding a survey

From the page editor, drag the survey element from the panel on the left, and drop it onto your page (number 1 in the image).

Editing survey questions

To edit the survey's questions, click on the configuration icon (number 2 in the image), then on "Edit survey questions" (number 3 in the image).

A popup will appear, allowing you to add, modify, delete, or reorder the survey's questions:

To modify a question, click on it and make the changes (number 4 in the image)
To add a new question, click on the "Add question" button (number 5 in the image)
To delete a question, click on the "Delete" icon (number 6 in the image)
To reorder a question, click on the "Arrow" icon (number 7 in the image)

Note: You can add as many questions to your survey as you like.

When adding a new question, or modifying an existing one, you can also:

Add a subtitle to describe your question (number 8 in the image).
Click on "Add answer" to add different answers to your question (number 9 in the image).
You can assign a specific tag to each answer to easily distinguish and recognize the contacts who have selected this answer. If you don't want to add a tag when a contact selects this answer, you can leave this field empty (number 10 in the image).

You can also allow students to submit a free-form answer to a question by checking the "Open-ended answer" checkbox (number 11 in the image).

Note: It's not possible to assign a tag to "Open-ended" answers.

When you're done editing the survey, click on the "BACK" button.

Customizing the survey's appearance

You can customize the look of your survey using the settings below:

Configuring the button and input fields

Finally, click "Final step" to configure the button and input fields:

Accessing survey answers

A contact's answers can be found within their contact record.

To access the contact record, go to the contacts tab, and click on the contact's email address.

Notes:

This feature is only available for sales funnels or blogs.
For courses, create the survey on a page within a sales funnel, then provide a link in the course to redirect students to it, rather than having the survey directly on a course page.