Step-by-Step Guide to Using the Survey Builder

1. Access the Survey Builder

  • Log in to Agent CRM and navigate to Sites >> Surveys.
  • Click + New Survey to create a new survey.

2. Create Your Survey

  1. Add Questions

    • Use the drag-and-drop interface to include a variety of question types, such as:
      • Multiple Choice: Provide a list of options for users to select from.
      • Text Input: Allow respondents to type detailed answers.
      • Rating Scales: Collect feedback on a scale (e.g., 1–10).
      • Checkboxes: Enable multiple selections for specific questions.

  2. Customize Each Question

    • Adjust the label, placeholder text, and validation rules for each question.
    • Rearrange questions by dragging them to the desired order.

3. Design Your Survey

  1. Header and Description

    • Add a title and description at the top of your survey to explain its purpose.

  2. Branding Options

    • Customize the colors, fonts, and layout to align with your brand identity.

4. Configure Survey Settings

  1. Set Up Notifications

    • Enable notifications to receive alerts whenever someone completes the survey.

  2. Redirect After Submission

    • Display a thank-you message or redirect respondents to a specific URL upon completion.

  3. Assign Tags to Responses

    • Automatically tag responses for easier segmentation in Agent CRM.

5. Publish Your Survey

  1. Save the Survey

    • Give your survey a descriptive name (e.g., “Customer Feedback Survey”) and save it.

  2. Share or Embed the Survey

    • Use the survey’s unique URL to share it via email or social media.
    • Embed the survey on your website using the provided HTML code.

Pro Tips for Creating Effective Surveys

  • Keep It Short: Avoid overwhelming respondents by limiting the number of questions.
  • Test Your Survey: Submit test responses to ensure all questions and settings work as intended.
  • Analyze Responses: Use the data collected to identify trends and make informed decisions.

For more tips on optimizing your surveys, check out our blog on Communicating with Leads​.

Learn More

Explore related resources to enhance your Agent CRM experience:

Bonus Resource: Watch and Learn


Forms & Surveys, Software

Tagged in:

, , , , , , , , , , ,