This section provides a bird's eye view of the survey builder module in your CRM. Here, you can fashion bespoke surveys for your new lead funnels, enrollment pages, and calendar scheduling!
NOTE: You may not be able to access all components based on your user permissions.
1. Click "Marketing"
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2. Click "funnels"
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3. Click "Surveys"
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4. Click "Builder"
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5. Click "Add Survey"
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6. Survey slide
This shows your survey slides. You will utilize this area to drag and drop different survey parameters to personalize your form.
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7. Slide Name
Here, you can view the specific name assigned to each slide. As a standard, slides are numerically labeled and arranged in an ascending order beginning from the number 1.
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8. Click here to "Add More Survey Slides"
To supplement more survey slides, merely click the "Add New Slide" button.
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9. Click here to "Save"
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