Survey forms
  • 20 May 2024
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Survey forms

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  • PDF

Article summary

This article will cover how to create a survey form that can be completed by your clients, how they can be accessed, how they can be sent via a newsletter, and how to view the list of completed surveys.

Creating a survey


  1. Navigate to Setting > Client CRM > Survey Forms

Survey - setup menu

  1. Enter the survey name in Form Name

  2. Add a short description in the Description text area

  3. If you're creating this as a new survey form, click Save, and then the Edit Form link will appear to click. If you're editing an existing survey form then click the Edit form link.

Survey - setup survey

  1. Drag and drop fields from the left panel onto the central panel to add them:

    1. Enter field details on the right

    2. Drag fields off the form to remove them

  2. Click Save

Survey - setup survey new

Client access to survey

The survey form can be accessed by the client directly from their client details page. 

  1. Client logs into website and is on their the My Profile page

  2. In the left hand menu, client clicks Take Survey

Survey - client details

  1. Client sees the following message and completes survey, and clicks Submit

Survey - client completes

Adding survey to a newsletter

The link to the survey can be added to a newsletter. To create and send a newsletter please see the Newsletters article for more details, then following the next steps to edit the content.

  1. Navigate to the newsletter you wish to add the survey link to.

  2. Click in the text box to edit newsletter content

    • Click the @SurveyPage placeholder from the right to insert it into your message. This will automatically create a link for the user which takes them to the survey form.

Viewing completed surveys


  1. Navigate to the Clients menu

  2. Click the Surveys link in the left hand menu

Survey - completed list 3

  1. Select any of the links on a row to view the details of the survey

Survey - completed list 2

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