Surveys are a powerful tool to collect valuable information from users, enabling you to better understand their needs and improve your services. Our new feature allows you to create comprehensive surveys easily and intuitively using a simple drag & drop builder that comes with it. This guide will walk you through the various components available in the survey builder and how to use them effectively.

Getting Started with the Survey Builder

To create a new survey, navigate to the Surveys section in your CRM and create a new one by hitting "Add new" button. Here, you'll find an intuitive drag-and-drop interface that allows you to select and arrange different survey components to suit your needs.

Type of Surveys Components

Below is a list of the different types of components you can drag and drop into your survey flow. Each component is designed to gather specific types of information in a specific way from your users.

Net Promoter Score (NPS)

The Net Promoter Score component allows users to give a rating on a scale from 1 to 10. This is useful for gauging overall customer satisfaction and loyalty.

Numeric Scale

The Numeric Scale component is similar to the NPS but offers more flexibility in defining the range. You can set the interval from 1 to any number (X) based on your requirements.

Star Rating Scale

The Star Rating Scale component allows users to give a rating using stars, typically ranging from 1 to 5 stars.

Emoji Scale

The Emoji Scale component uses emojis to represent a range of feelings from bad (1) to good (5). This is a visually engaging way to gather user feedback.

Multiple Choice

The Multiple Choice component allows users to select multiple options from a predefined list.

Radio Buttons

The Radio Buttons component lets users select only one option from a predefined list.

Short Entry Text

The Short Entry Text component provides a text box for users to type brief feedback or responses.

Long Entry Text

The Long Entry Text component is similar to the Short Entry Text but is designed for longer, more detailed responses.

Form Components

The Form Components section is the most advanced feature in the survey builder, allowing you to design custom forms with various input types.

Drag & Drop Survey Builder

The Drag & Drop Survey Builder empowers you to create dynamic surveys effortlessly by dragging and dropping components from the right panel onto the canvas. This intuitive interface allows you to order and connect components to create a seamless survey flow for your users. The starting point of your survey is marked with a special block component, indicated by a play button icon.

Creating the Survey Flow

Our advanced linking flow feature lets you customize the progression of the survey based on user responses. Each component has a single input point and either multiple or single output points, depending on the number of different outcomes that users can achieve when answering a question.

How to Link Components

  1. Add Components: Drag components from the right panel and drop them onto the canvas.
  2. Arrange Components: Place the components in the desired order to outline your survey structure.
  3. Link Components: To link components together:
    • Click and hold one of the output points of a component.
    • Drag the connection line to the input point of the next component that should follow.
  4. Customize Flow: You can create different paths based on user answers, enabling a dynamic survey experience that adapts to individual responses.

Styling components

Once you have set up the components and defined the survey flow, it's time to focus on the visual styling of your survey. The Survey Builder includes a Design toggle in the top-right corner that switches you to the styling view.