Original Question:

Kim Montgomery asked us:
“Good evening, I cannot see my questions from the Survey Builder when I open the Giveaway Funnel and select ‘Edit Survey.’ I only see the survey title, no questions. I have followed Ryan’s steps in the training videos. The survey title is ‘Getting to Know You.’ Please advise. I look forward to your reply.”

Answer:

If you are trying to edit a survey inside the Giveaway Funnel and can only see the survey title but not the questions, this is because survey questions cannot be edited directly from the Funnel Builder. Instead, you need to go to the Survey Builder in Agent CRM.

How to Edit Your Survey Questions in Agent CRM

  1. Go to the Survey Builder

    • Navigate to Marketing → Surveys inside Agent CRM.

  2. Locate Your Survey

    • Find the survey titled “Getting to Know You” in the list.

  3. Edit the Survey Questions

    • Click on the survey to open the builder and edit, add, or remove questions.

  4. Save and Apply Changes to the Funnel

    • Once you’ve made your edits, your survey updates will automatically reflect in the Giveaway Funnel.

Why Can’t You Edit Surveys Inside the Funnel Builder?

  • The Survey Builder is the main tool for creating and editing surveys.
  • The Funnel Builder only allows you to embed a survey, but it does not let you modify the survey questions directly.

By going to Marketing → Surveys, you’ll be able to fully edit your survey and ensure it displays correctly in your Giveaway Funnel.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Generating Leads with Giveaway Funnels


Forms & Surveys, Software

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