SMOOVE FOR BEGINNERS – CREATING A SURVEY

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Let’s start building surveys directly within the system! 

What’s special about this module? 

no need to use Custom Fields - lead comments will be saved in the survey itself. this will allow saving data for long and analyze it.   

What can you do with this?

  1. Build a survey and send it to customers and clients
  2. See how many contacts answered the survey and view their details 
  3. Export an Excel file with all the responses to the survey 

How do you do it? 

creating a survey

  1. In the menu - press “Surveys” 
  2. Select “Create survey” 
  3. Select a template
  4. Add new survey
    • Hover with the mouse over one of the fields in the form
    • press "Add"

    • Field type - Select the type of content for this field 

    • Field title - The question we want to ask in the survey 
    • Required - A field the customer has to complete in order to submit the survey 
    • “Update contact” field – Enables a customized field to be updated  
      • Field - Select the field you want to update   
    • Save
  5. "Thank you" page - Tab 
    • Set a page the customer will be directed to after answering the survey. You can also set a landing page and an external web page as a thank you message 
  6. Settings - Tab
    • Campaign name – Enter the survey name 
  7. Save 
  8. Copy the survey URL and mail it to the relevant target audience  

Responses - Viewing the survey results 

  1. Summarizing report  
    • Hover over "surveys" menu 
    • select "My surveys" 
    • Scroll to the relevant survey row
    • press "Responses"
  2. A specific customer’s completed survey  
    • Hover over "contacts" menu 
    • Select a contact
    • "Responses" tab
    • Select the desired survey form

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