Click gives you the ability to create your own surveys. When people submit a survey, all answers will come into your CRM. This article will cover how to create a survey.
Your CNAMEs and Domain records need to be set up before creating Surveys.
You must also include an Email Address question on your web content Survey record. Otherwise, the survey submissions may not be received in CRM.
Step 1: Create a Web Content Record
Go to the Web & Events menu and select Web Content.
In the new record, enter the following fields:
Name: This is the reference name of the Survey. You could use the title of the page that will contain the Survey – for example: ‘Rate Us', 'Give your Feedback’.
Type: Choose Survey.
Domain: Select a domain you want to use for the survey. Make sure that the Domain record also has the Sub Domain Alias field populated.
Campaign: (Optional) If you link a Campaign to this survey, all associated survey submissions will be linked the campaign you specified. You will be able to view all of the survey submissions in the Campaign record.
Submissions: Once the survey is submitted, relevant survey submissions will be listed here.
Page Views: Page Views for people accessing the survey will be listed here.
Once all of the required information is entered, click Save.
Step 1: Design your survey
Click on the Design button in the ribbon.
- Questions Toolbox
- Survey Designer Tab
- Test Survey Tab
- Survey Logic Tab
- Main Canvas
- CSS Editor
- Color options
- Post Actions
- Embed options
- Properties Area
Questions Toolbox
The Questions Toolbox contains all of the question types that are available for the survey. To add a question, simply click and drag it to the desired location in the Main Canvas or just click the question to add it to the bottom of the current page.
Once a question is added to the Main Canvas, it can be selected and its properties can be updated via the Properties area.
For more details on the properties available for each question type, please see our article here.
Survey Designer Tab
The Survey Designer Tab is the primary tab in the survey editor where the properties of each element can be adjusted.
Test Survey Tab
The Test Survey tab gives users the ability to preview their survey without worrying about generating submissions.
It has options to 'show invisible elements' to ensure that any logic added to the survey is working properly, and it also includes the option to view the survey on different devices to test its compatibility on different platforms.
Survey Logic Tab
The Survey Logic tab gives users the ability to have certain actions completed automatically when certain conditions are met by the survey's questions.
The actions are executed if the conditions are met, and the possible actions are:
- Question visibility: Set a question to be visible.
- Question enable/disable: Enable/disable a question.
- Question optional required: Set a question to be required.
- Complete survey: Automatically complete the survey and show the submitter the 'Thank you page'.
- Set question value: Set the value of a question to the specified value.
- Copy question value: Copy the value of one question into another question.
- Skip to question: Skips to the specified question.
- Run custom expression: For advanced users. Executes the specified expression and the provides the option of returning the value to a specific question.
- Custom 'Thank you page' text: Changes the text for the 'Thank you page' to the specified text.
Main Canvas
The Main Canvas is where the basic structure and flow of the survey is set up.
In the options along the top, the 'Survey Settings' button provides the ability to customize most of the survey's basic formatting and behavior, including limiting visitors to a single submission, determining where visitors are directed after submitting, and more.
The 'Add New Page' button allows the survey to be broken up into separate pages, and the 'Page' drop-down menu gives quick access to specific pages.
The Main Canvas also allows questions to be altered in the following ways:
- Questions can be re-ordered by clicking and dragging it to the desired position in the canvas.
- Questions can be removed (#1).
- Questions can have their question number and title displayed/hidden (#2).
- Questions can be set to be required or not required (#3).
- Questions can be copied (#4).
- Questions can be copied into the Toolbox in order to be re-used (#5).
CSS Editor
The CSS editor allows you to enter custom CSS code to style how your survey looks.
Please note that ClickDimensions cannot offer support regarding customizations made to your surveys using the CSS editor. You may need the assistance of your web developer to generate the code for more advanced styling.
Color options
The Color options change the color of some of the options in the survey editor. The available options are:
- Dark blue
- Green
- Dark Rose
- Stone
- Custom
When using the Custom option, then you can either use the color sliders to select a color, or use the arrows to select and enter a value for one the following color schemes:
- Hex
- Red/Green/Blue + Alpha
- Hue/Saturation/Lightness + Alpha
Post Actions
The Post Actions allow you to select one or multiple actions to occur after a submission has been made. The available options are:
- Campaign Response: If you have associated the Web Content record with a Campaign record in CRM, this action will create a Campaign Response in the associated Campaign record. In the action window, enter the Name and Content for the Campaign Response record.
- Follow Up: This action will create an activity record in the prospect's Lead or Contact record after the prospect submits the Form, Survey, or Subscription Management Page.
- Add to marketing list: This action will add the person submitting the Form, Survey, or Subscription Management Page to a specified static-type Marketing List. Note that the selected marketing list must not be locked and must match the member type of the submitter (contact) in order for the submitter to be added to the list properly.
- Remove from marketing list: This action will remove the person submitting the form from the specified static-type Marketing List(s) if he or she is on the list(s).
- Team Notification: If you have created a Team through CRM you can also email each member of that Team when someone has submitted a Form, Survey, or their subscription preferences.
- Email Notification: This action will send an email to any email address and/or CRM Users listed.
- Auto Responder: This action will send an email to the prospect who filled out the form.
- Assign: This action will allow you to assign the submitter's Contact record to a specific CRM user.
Embed Options
The Embed options allow you to embed the survey into web pages. The available options are:
- Custom URL: Allows the user to enter a custom ending to the URL to customize the link.
- Embed as Link: Provides the user the direct link to a live version of the survey.
- Embed as Iframe: Provides the user the code to embed the survey as an Iframe within a page.
- Embed as Widget: Provides the user the code to embed the survey as a widget within a page.