Builder

Overview

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.

Survey List

This list shows you all the surveys created and their activities.

Search Forms 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.

Name

You can see the name of each survey displayed here.

Last updated

This column shows you the date and time each survey got updated.

Updated By

In this column, you will see the names of the user that last updated the survey.

More Action

• Edit Click this button to edit a current survey.

• Duplicate Click on "duplicate" If you'd like to have a copy of a survey.

• 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.

• 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.

• Delete You can also select "delete" if you wish to delete this survey.

If you delete a survey, it will be permanently deleted.

Survey Folder

You can see all your folder arranged here.

Name

You can see the name of each survey folder displayed here.

When you click on any folder's name, you can see;

• Names of each survey in the folder

• The date and time it was last updated

• Who made the lasted update

• How to edit, duplicate, share, move to another folder, or delete the survey.

Last updated

This column shows you the date and time each folder got updated.

Updated By

In this column, you will see the names of the user that last updated the folder.

More Action

• Edit Click this button to edit a current survey folder.

• Delete You can also select "delete" if you wish to delete this Survey.

If you delete a survey, it will be permanently deleted.

Add New Survey

When you are ready to create your own survey, you simply click the "Add new Survey" button! To learn about creating forms, click Create & Edit Survey

Create Folder

If you want to create a new folder click on the "create folder" button and give the folder a name then click "confirm" to save it!

Create New Survey

When you are ready to create your own survey, click here to get started!

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!