Builder

Created by Ezra Weinstein, Modified on Tue, Aug 30, 2022 at 12:29 PM by Ethan Harris

This tab allows you to surveys to capture data for all kinds of scenarios like capturing new leads on the website or collecting data when someone schedules on your calendar.

NOTE: Depending on your user permissions, you may not have access all of the components.

Search Surveys By Name

If you have a long list of surveys, you can search for a specific survey by typing the name of that survey here.

Filter By Name

You can filter your current survey list by name by clicking here.

Filter By Survey ID

Each survey has a unique ID. You can filter your current form list by survey ID by clicking here.

Filter By Survey Status

Surveys can either be live or in draft status. You can filter your current survey list by status by clicking here.

Edit Survey

Click this button to edit a current survey.

Copy/Delete Survey

If you'd like to copy a survey to this location or another location in your CRM, click this button and select "copy". You can also select "delete" if you wish to delete this survey.

If you delete a survey, it will be permanently deleted.

Create New Survey

When you are ready to create your own survey, click here to get started!

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!