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Create a Survey Form

  • Updated:

Forms can be built to capture survey/poll data from users. This article walks through an example of how to build a survey form. 

 

Instructions

  1. (Optional) Create a List of the available survey responses you will use throughout the form
    New list.
    Note: If your survey has repeated selections (such as rating an item 1 to 5), this will allow you to use the list to populate elements instead of having to manually add the options for each question. You can also add color indicators, if applicable.
  2. Create a new form
  3. Navigate to the Builder tab and select Add New Element
    Add New Element.
  4. Select the Heading element
    Heading element.
  5. Add a heading for the form in the Label field
    Heading label.
  6. (Optional) Add an Information element with a description of the survey or questions
    Information element.
  7. Select the Radio Buttons element to start adding your survey questions to the form
    Radio buttons.
  8. Fill out the Element Details. Make sure to select your previously created List, if applicable. 
    Radio buttons element details.
    • Label: Add the question or survey prompt
    • Default Value: If needed, choose a value to be selected by default
    • Required: Toggle on to require the user to fill out the field prior to submitting the form
    • Display a Hint: Add a hint to give additional information regarding the item
    • Display as Buttons: Will display the radio buttons as buttons instead of circles (recommended)
    • Show Conditionally: Toggle on if you wish to only show the element under a certain condition
    • Options: 
      • Custom: Manually create your own options
      • List: Choose from a predefined list
  9. Repeat steps 7 to 8 until all your questions are added
  10. Add any additional elements such as a Text element for collecting comments
    Text element.
  11. You can also include Email or Phone Number fields for capturing optional contact information
    Email address.
    Note: In the example above, we added a condition where the email address field will only display if the user has selected Yes in a previous field asking if the City can contact them.
    Contact information example.
  12. (Optional) Click Add Page to break the form elements into separate pages
    Add Page.
  13. Click Save
    Save builder.
  14. Preview your form
    Survey form example.
  15. On the Workflow tab, add a Submission Event to the form. This will allow you to send submission data to specified email addresses. 
    Add Submission Event.

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