Survey Overview

This section provides a bird's eye view of the survey builder module in your CRM. Here, you can fashion bespoke surveys for your new lead funnels, enrollment pages, and calendar scheduling!

NOTE: You may not be able to access all components based on your user permissions. 

1. Click "Marketing"

2. Click "funnels"

3. Click "Surveys"

4. Click "Builder"

5. Click "Add Survey"

6. Survey slide

This shows your survey slides. You will utilize this area to drag and drop different survey parameters to personalize your form.

7. Slide Name

Here, you can view the specific name assigned to each slide. As a standard, slides are numerically labeled and arranged in an ascending order beginning from the number 1.

8. Click here to "Add More Survey Slides"

To supplement more survey slides, merely click the "Add New Slide" button.

9. Click here to "Save"