# 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.

{% hint style="warning" %}
NOTE: Depending on your user permissions, you may not have access to all of the components.
{% endhint %}

## Survey List

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FoQQG0N3JO9woL9pVivoI%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-a6b9fd02f72ca63ac3904e3c225a1ab9ae2507c9_survey%20list.png?alt=media&#x26;token=b6cf848e-e886-427c-88d3-f3ad3f95a7c9" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fv4nzFWnQGY6LOzUTrGsf%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-51f226fca21087e915dbaafe567ba776468e6a89_search%20bar%20(1).png?alt=media&#x26;token=9bb0d16c-516c-46be-8374-1575e705a67e" alt=""><figcaption></figcaption></figure>

### Name

You can see the name of each survey displayed here.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FsEHD2rj2ElQvdX76UBBz%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-b38c362a9a5539a233e1832bb7c58192c7113407_survey%20name.png?alt=media&#x26;token=ddb373ee-05bd-40d0-b0fd-fc77f87da292" alt=""><figcaption></figcaption></figure>

### Last updated

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FwygTK7b1039JEHqyh4ay%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-921d0e9d43908ad45efe98770b403559a1700d75_survey%20last%20update.png?alt=media&#x26;token=bbcab536-1845-460c-a770-718ae1905273" alt=""><figcaption></figcaption></figure>

### Updated By

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F55ffDNk5aJmUqMARv3B5%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-796bb9d7d894d11a56abb4661f547a57401e2c21_survey%20update%20by.png?alt=media&#x26;token=a602e39f-f4d4-4989-a9c4-237de01fdf14" alt=""><figcaption></figcaption></figure>

### 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.

{% hint style="danger" %}
If you delete a survey, it will be permanently deleted.
{% endhint %}

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FnKKBGZ4ENuPXKsj32MqB%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-49a6f5aa4874ed0fb10b0b4315f0ab122163e1ff_survey%20Action.png?alt=media&#x26;token=d61339ee-3e7d-4085-b4be-8dc12d7da13c" alt=""><figcaption></figcaption></figure>

## Survey Folder

You can see all your folder arranged here.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FEb2WVVnAOvvw2MJTqgiZ%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-200b9487378fee1ba72c4f49a13428e1fd39094f_Survey%20folder.png?alt=media&#x26;token=f5d6e4ae-303f-4da9-af46-fa0109af5409" alt=""><figcaption></figcaption></figure>

### Name

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fa7liB3eImNHB1LDHP701%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-4f991c70eb300abbef6c7fa7e4ad66a82d09a0ae_Survey%20folder%20name.png?alt=media&#x26;token=bf67874c-2b1d-4a97-8685-30080695a324" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FqRWcwqiYFCpSK5R6vnWV%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-349640e6f0c3d81f67a7f47342c946625527b380_Survey%20folder%20name2.png?alt=media&#x26;token=be830df2-3e59-4408-9e53-99c95f34f414" alt=""><figcaption></figcaption></figure>

### Last updated

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F1YNm71gDl8I7P1BS6YzX%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-76e0fc8f44fc1f4633ccb11605dd047f46c670f3_Survey%20folder%20last%20update.png?alt=media&#x26;token=ba5194d0-f75f-4d06-a230-750fb19809ef" alt=""><figcaption></figcaption></figure>

### Updated By

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F1f0DJMrN28YxYkBsTtZv%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-2102229c2f4a06a83e396e6bd70c50f4ddea8ece_Survey%20folder%20update%20by.png?alt=media&#x26;token=7b6e74ea-e377-4698-ab00-0023fff6c877" alt=""><figcaption></figcaption></figure>

### 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.

{% hint style="warning" %}
If you delete a survey, it will be permanently deleted.
{% endhint %}

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FurcauCrLQP0co0ki8vcl%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-5a98348d7d7eb38300042d080c1f681d0bd8dba9_Survey%20folder%20action.png?alt=media&#x26;token=9c920b3f-cdbe-4d46-b52c-57ae52d6dd77" alt=""><figcaption></figcaption></figure>

## 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](https://asads-organization-2.gitbook.io/knowledge-base-main/surveys/builder/create-and-edit-surveys)

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FDd2VDg8VCJDfYXYqdwu9%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-f7fa465d8cf23e05ab59b35558d990b93c8a3dad_Add%20survey.png?alt=media&#x26;token=d289fd73-ab8f-41a7-92d6-fc31ed3c5301" alt=""><figcaption></figcaption></figure>

## 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!

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FKSaLMN8LxbfPeeOR8t94%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-af41265b50f278533241eb622d8996af1ea7d1c7_create%20folder.png?alt=media&#x26;token=bda647a8-fc54-4fd0-9439-04e4b8a21a23" alt=""><figcaption></figcaption></figure>

## Create New Survey

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

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FbFV7QH0W8loiJFV0DCPn%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-70fcc783ea8181a3333b7b623f118144bfd637a8_Create%20survey%20(3).png?alt=media&#x26;token=17b170d0-a640-4250-b84c-d0575df3db70" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
![](https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F4IGs9IC066oaR0mlO72S%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-cf51f0086862d8cfc8398f081572e0b8636bfd08_Start%20Help%20Guide%20Button.png?alt=media\&token=5ed38bd3-97bd-4145-903e-6241e5f9bed5)\
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!
{% endhint %}
