The Builder tab provides you with the ability to create surveys for various scenarios, such as capturing new leads on your website or collecting data when someone schedules on your calendar.
NotE: that your access to certain components may vary based on your user permissions1. Click "Marketing"
2. Click "surveys"
3. Click "Add Survey"
When you are ready to create your own survey, simply click the "Add new Survey" button. To learn more about creating forms, click on "Create & Edit Survey."
4. Click "Create Folder"
If you want to create a new folder, click on the "Create folder" button, provide a name for the folder, and click "Confirm" to save it.
5. Search Forms By Name
If you have a long list of surveys, you can easily search for a specific form by typing its name in this search bar.
6. Survey List
This section displays a list of all the surveys that have been created, along with their activities
7. Column "Name"
This column shows the name of each survey.
8. Column "Last Updated"
Here, you can see the date and time when each survey was last updated.
9. Column "Updated By"
This column displays the names of the users who made the last update to each survey.
10. Click here to view "more action"
You have several options under this button:
Click here to "Edit"
Click here to make changes to an existing survey.
Click here to ''Duplicate"
Use this option to create a copy of a survey.
Click here to ''Share"
If you want to share a survey from this location or another within your CRM, click on the "Share" button and choose the desired location.
Click here to ''Move to Folder"
Easily organize your surveys by moving them to different folders. Simply click on this button and select the desired folder.
Click here to ''Delete"
If you wish to remove a survey permanently, you can select the "Delete" option. Please be aware that deleted surveys cannot be recovered.
