Surveys - Add Elements Tab
This article guides you through customizing surveys in your CRM using field types and options, saving progress, and integrating surveys onto webpages or via custom links for targeted engagement.
Surveys - Builder Overview
This article provides an overview of the Survey Builder in your CRM, detailing how to create, manage, and interact with surveys and survey folders for various data capture scenarios.
Surveys - Get I-Frame Code For A Survey/ Form
This article guides you through the process of accessing and copying code for forms or surveys from the Sites tab, allowing integration into your funnels or websites.
Surveys - How to Create a Simple Survey
This article provides an overview of the survey builder in your CRM, explaining how to create and customize survey slides and elements for various purposes like lead generation and scheduling.
Surveys - Option tab
This article explores the Options tab in your survey builder, detailing how to change survey settings, handle submissions, qualify leads, and integrate tracking like Facebook Pixel for enhanced engagement and analysis.
Surveys - Styles tab
This article explains how to use the Styles tab to customize the appearance of your surveys in the CRM, including layout settings, background options, and advanced CSS modifications.
Surveys - Terms and Conditions Element
This article introduces the new link and color features in the Survey builder, explaining how to enhance the Terms and Conditions section for better interaction and design consistency.
Surveys - Where To Find and View Survey Submissions
This article details how to manage survey submission data within your CRM, from viewing submissions for specific time frames to downloading or deleting data, enhancing your analysis and reporting capabilities.