Create a Survey Form

Forms can be built to capture survey/poll data from users. This article walks through an example of how to build a survey form.

Instructions

1. (Optional) Create a List of the available survey responses you will use throughout the form

   Note: If your survey has repeated selections (such as rating an item 1 to 5), this will allow you to use the list to populate elements instead of having to manually add the options for each question. You can also add color indicators, if applicable.

2. Create a new form

   • Access: If you would like to allow users to submit anonymously, select the Public option.

     Note: If needed, customize the form submission display.

3. Navigate to the Builder tab and select Add New Element

4. Select the Heading element

5. Add a heading for the form in the Label field

6. (Optional) Add an Information element with a description of the survey or questions

7. Select the Radio Buttons element to start adding your survey questions to the form

8. Fill out the Element Details. Make sure to select your previously created List, if applicable.

   • Label: Add the question or survey prompt

   • Default Value: If needed, choose a value to be selected by default

   • Required: Toggle on to require the user to fill out the field prior to submitting the form

   • Display a Hint: Add a hint to give additional information regarding the item

   • Display as Buttons: Will display the radio buttons as buttons instead of circles (recommended)

   • Show Conditionally: Toggle on if you wish to only show the element under a certain condition

   • Options:

     • Custom: Manually create your own options

     • List: Choose from a predefined list

9. Repeat steps 7 to 8 until all your questions are added

10. Add any additional elements such as a Text element for collecting comments

11. You can also include Email or Phone Number fields for capturing optional contact information

    Note: In the example above, we added a condition where the email address field will only display if the user has selected Yes in a previous field asking if the City can contact them.

12. (Optional) Click Add Page to break the form elements into separate pages

13. Click Save

14. Preview your form

15. On the Workflow tab, add a Submission Event to the form. This will allow you to send submission data to specified email addresses.