Sites

Survey Builder Tab Overview

Survey Builder Tab Overview Survey Builder Tab Overview Summary: Within the system, you can create specific surveys to fit your needs. You can copy or delete your surveys from this view, as well as editing existing ones.

2 min read· 431 words· 12 images

Survey Builder Tab Overview

Summary:

Within the system, you can create specific surveys to fit your needs. You can copy or delete your surveys from this view, as well as editing existing ones.

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 to all of the components.

Builder

Add New Survey

When you are ready to create your own survey, you simply click the "Add new Survey" button! ​

Survey Builder Tab Overview – figure 1

Create Folder

If you want to create a new folder click the "create folder" button. 

Survey Builder Tab Overview – figure 2

Give the folder a name then click "confirm" to save it!

Survey Builder Tab Overview – figure 3

Recent tab

Click the clock icon to view the surveys you've accessed recently.

Survey Builder Tab Overview – figure 4

Survey List

This option organizes the surveys in alphabetical order.

Survey Builder Tab Overview – figure 5

Search Surveys By Name

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

Survey Builder Tab Overview – figure 6

Survey List

Name

You can see the name of each Survey or Survey Folder displayed here.

Survey Builder Tab Overview – figure 7

Last updated

This column shows you the date and time each survey or folder was updated.

Survey Builder Tab Overview – figure 8

Updated By

In this column, you will see the name of the CRM user who last updated the survey or a folder.

Survey Builder Tab Overview – figure 9

Survey Actions

  1. Edit: Click this button to edit a current survey.
  2. Preview:
  3. View Submission:
  4. Duplicate: Click "duplicate" If you'd like to have a copy of a survey.
  5. Upload to Survey Templates: If you have created a survey that you may want to use frequently then you can create a template out of it.
  6. Share: If you'd like to share a survey from this location or another within your CRM, click on the "Share" button and select the location you want.
  7. Move To Folder: If you'd like to move a survey from your list to a folder simply click on this button and select the folder. 
  8. Delete: You can also select "delete" if you wish to delete this survey. If you delete a survey, it will be permanently deleted.

Survey Builder Tab Overview – figure 10

Survey Folder

All the survey folders you have created will have a folder icon like this.

Survey Builder Tab Overview – figure 11

Folder Actions

  1. Edit: Click this button to edit a current survey folder.
  2. Delete: You can also select "delete" if you wish to delete this Survey. If you delete a survey, it will be permanently deleted.

Survey Builder Tab Overview – figure 12

There you have it, now you're an expert on the Builder tab's layout of your Survey builder!



Tagssurveyfolderdeleteclicksurveyscreatebuttonnamebuildertab