Creating a Survey
Create an interactive, multi-step questionnaire to capture and qualify leads.
For: Admin and Marketing Users
Time: 15 minutes
Instructions
1
Navigate to Surveys
Click "Sites" in the left menu, then "Surveys" at the top, and select "Builder". Click "Add Survey".
2
Add Slides
Unlike forms, surveys are built on slides. Drag a question onto Slide 1. Click "Add Slide" at the bottom to create the next step.
[SCREENSHOT NEEDED: Survey builder showing slides]
3
Set Conditional Logic (Optional)
Click on a question field to set logic (e.g., if they answer "Yes", go to Slide 3; if "No", disqualify them).
[SCREENSHOT NEEDED: Conditional logic settings in Survey]
4
Set the Outcome
In the Options tab, choose what happens when they finish (e.g., show a message or redirect to a URL).
What Success Looks Like
- The survey functions correctly across multiple steps.
Last updated: 10/1/2026