Creating Surveys, RSVPs, and Collecting Results Follow

Creating customer feedback surveys and RSVP forms is very simple. There are two ways you could go about creating these:

  • Via a Subscribe form so you can collect these responses in a new list; OR
  • Via an Update Profile form so that you can update the existing record with these new details.

In this article we will discuss (click to skip ahead):

Let's get started...

How to create your Survey form

In this example we will be making a Customer Feedback Survey with the following survey questions:

  • Was your issue solved to your satisfaction?
  • Please indicate how you feel with the service provided?
  • How likely is it that you would recommend us to a friend?
  • Please provide any feedback below:

To create a Customer Feedback Survey Form with the above questions:

  1. Go to the 'Lists' menu using the navigation bar at the top of your account.
  2. Select and 'edit forms' the list you would like to make this form in or create a 'new list' for this purpose.



  3. Select the relevant form in this list for your requirements using the grey tabs (eg. Subscribe or Update Profile form). In this example we will be using an Update Profile form in an existing list, so we update the feedback against the original contacts record.

    Please note: If you are using an Update Profile form, please ensure that you edit the 'Update Profile' section under this tab and not the 'login form' as this could break the functionality of the form

  4. On the right of the page, please click the 'Add New Fields' button to add in the fields required for this Customer Feedback Survey form.


The fields I added in the example below are:

  • First Name
  • Last Name
  • Email Address
  • A Radio Buttons Field
  • A Dropdown Field
  • A Checkbox Field
  • A Comment Field




To turn the Untitled Radio Button field into the 'Was your issue solved to your satisfaction?' survey question:

  1. Double click onto the field in the form - this will open a new window so you can edit the selected field.
  2. In the 'Field Name' field, type or paste in the required survey question.
  3. In the 'Radio Values' field, change the default options to yes / no values by selecting the first option, then clicking the 'rename' button, then editing as required.
  4. 'Save' the changes when you are done.

 


To turn the Untitled Checkbox field into the 'Please indicate how you feel with the service provided?' survey question:

  1. Double click onto the field in the form - this will open a new window so you can edit the selected field.
  2. In the 'Field Name' field type or paste in the required survey question.
  3. In the 'Checkbox Items' field remove the default options and add in the values: Superb, They did a good job, It was Okay, I was really disappointed, Other (please see comments).
  4. 'Save' the changes when you are done.



To turn the Untitled Dropdown field into the 'How likely is it that you would recommend us to a friend?' survey question:

  1. Double click onto the field in the form - this will open a new window so you can edit the selected field.
  2. In the 'Field Name' field type or paste in the required survey question.
  3. In the 'Dropdown Values' field add in the options of: Very Likely, Possibly, and Not at all (you can remove the 'Select...' if you like).
  4. 'Save' the changes when you are done


To turn the Untitled Comment field into the 'Please provide any feedback below:' survey question:

  1. Double click onto the field in the form - this will open a new window so you can edit the selected field.
  2. In the 'Field Name' field type or paste in the required survey question.
  3. Set the required number of rows you wish to provide for feedback. I added in 10.
  4. 'Save' the changes when you are done.


Your form now should look like this:



Using the design settings on the Right you can now format the design of these fields by selecting the field and changing the settings.

For this form, I changed the 'Label Position' of the fields to sit above the text box, and changed the 'Items per row' to 'One Row' for the radio field:



Now that you have formatted the survey questions as you like, you can edit the design of the form using the settings on the right to match your Corporate branding:





Then to continue to make this form match your brand, you can add in any required Components.

What I did to this form was:

  • I added in a Header component, which allowed me to place my logo at the top of the form.



  • I edited the background colour for the header component, using the settings for it on the right, to set the background as green.



  • I edited the Paragraph at the top of this form which did say 'Update your Profile' to make it suit.


Handy Tip: There is an 'Advanced Settings' option available which allows you to 'Import Design from another form' (not the fields).

This is a great way to save you from having to repeat the design across multiple forms and lists.

The 'Advanced Settings' also has an option where you can select 'Do not show login form if Contact has clicked through from an Email'. I ticked this checkbox as I plan to send this form via email.



To make it easier on yourself when linking through to this form inside the email message, I would recommend you to rename this form appropriately to remove the name 'Update Profile'.

To do this:

  1. Double click onto the tab 'Update Profile' - a small window will open up.
  2. Rename this form to something like 'Customer Feedback Survey' or 'Event Registrations' (depending on the type of form you are creating).
  3. 'Save' your changes.



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How to link to this form in your message

Once you have created your Survey or RSVP form you are then going to need to create the email message that will be sending this form out to your Contacts.

For further information on how to create an email message, please refer here!

To link to your form in your email, check out the steps in this article.

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Where you will find your results afterwards

The Survey or RSVP results will be stored against the list you designed your form in. 

You can view these results on the 'Contacts' page within the system once you select the relevant list from the drop down menu's on the left.


If the required fields are not displaying you may need to open up the 'Table Settings' from the top right corner of the contacts table, and select to display the required fields:



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Email Notifications


If you want to receive email notifications when someone fills out a survey, you will need to set up 'list notifications':

  1. Go to 'Lists'.
  2. Select the Survey or RSVP list and choose 'Edit' from the Actions menu.




  3. Click the small grey 'edit' link in the top left corner of the page beside the list's name.




  4. Go to the 'Notifications' tab.
  5. Type your email address into the relevant field/s and click the 'Save' button.


 

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Download Survey Results


To download the results of your survey, you can use the following steps:

  1. Go to 'Lists'.
  2. Select the 'Survey' list.
  3. Choose 'Download' from the Actions menu.


You can then choose to open the file in Excel and all of the survey answers will be available to you in the Excel document.

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