Exploring Basic Survey Features And Conditional Logic
Hi, I’m Allie, our AI powered, training personality.
Obtaining information from clients can take up a lot of time that could be spent elsewhere. What if you were able to obtain information from clients and direct them to the appropriate department before even engaging with them personally? Well, Web Geeks Marketing platform can help with that, with its drag and drop survey builder! Yet another service from Web Geeks that will save you time and effort! Let’s see how it’s done!
First, we need to navigate over to sites in the left hand sidebar. Then up to surveys and select builder from the drop down menu. Then add survey, this will open up the survey editor. As you can see, it all starts off a bit plain, but don’t worry there are lots of customisation options.
First things first though, lets add our first field. We can do this by clicking on the back arrow and heading to fields. Here we will find a list of fields to add into our survey. We should really start by adding a brief introduction to our survey. For this we will need a text box, so let’s scroll on down to text box and drag it over into our slide. To edit the text box, we just need to click on the field. This will open up the text editor. For the time being, I am just going to put “let’s get started”.
Now its time to add some more fields, its probably a good idea to start off with the usual such as name, phone number and email. Now, why don’t we go ahead, and make the survey look a bit better. We can do this, by clicking on styles. Perhaps you don’t want a boring white, and you would like the survey to align more with your brand colours. If you have a specific hex code for your brand colour, feel free to input it here otherwise you can click on the box next to it and choose a colour from your desired range. There, that looks a bit better. You can make the box more rounded by adjusting the corner radius, adjust the width and various things underneath.
You can also change the look and feel of your fields, by changing their colour, padding and even add a shadow. Who ever said that survey’s need to be boring? Try playing around with the customisation options, and see what you like. Perhaps we want to ask the client additional things, before they submit their form? Well, time to add another slide. As you can see when i create a new slide, it follows the colour scheme, i have already set in place, so you don’t have to do this every time.
Again, we are going to start this slide with a text box, asking how we can help the client. Does your company offer many different products or services, and you want to know which the client is interested in? Well let’s start by, asking them which one they are interested in. This can best be done, by adding a multiple choice question, in the form of a checkbox. To do this we are going to head on over to custom fields. Then to add custom field. This will bring up, a menu with various options. We are going to select checkbox as you can see when we click on this, it brings up a preview, of the type of field it will add to the form, this was very helpful to me on my first try, so i knew exactly what each box did, before i added it.
Now just click on next. Here we will customise the field, to suit our needs. For the name of my field, i am going to add in “Services”. And choose “general info” as the group for my field. Now, it’s time to add in the options, I would like to give my client. I am just going to add in, option 1, 2 and 3 for now. Then hit save. Now, as you can see, the Custom field we have created, has appeared on the right-hand side, all we need to do is drag it over into the slide, the same as we did with the other fields.
So here comes the cool feature! We call it, conditional logic. We can use conditional logic, to direct the client to a specific page on the survey, depending on which option they have chosen. So lets start by creating two additional slides. Then clicking on the field to tell it where to direct our client to. So maybe we want to direct our client, to a different page, depending on which answer they choose. Just find the options in the side bar and select which page you would like each to be directed to with the corresponding drop down menus. If they have chosen an option, that means you cant actually help them, then instead of changing the drop down to a page, you can choose to disqualify the participant, either immediately or after form submission, this means, that the participants information, will not be submitted to your company. But you probably should let them know, that is what is going to happen. You can do this by clicking away, somewhere up the top here and then going to options next to styles.
Here, you can customise the text the participant will see, after they have clicked on the choice. Something along the lines of “we are sorry, but we can’t help you at this time”, will do. You can create different messages, for both disqualify immediately, and disqualify after submit. However, both options mean that their details, will not be submitted to you. While you are in the options panel, it is also a good idea, to customise the text, that the client will see, after they have submitted the form. That, can easily be done, in the text editor, here. So what do we do ,if the service we offer, encompasses different services? How do we see, which one of them they are interested in? Well, on the page we direct them to, we can add an additional multiple choice question. Or Maybe, we want to know their budget for the service they need? Well, lets head back to custom fields and add custom fields again. This time, we are going to use a monetary value Lets name our field, Budget. Group it under additional info click save and drag it over into our form.
Then, you can keep adding questions, and even more conditional logic questions if you like, just remember to follow the same process, and if you are using conditional logic, don’t add any more than one question per page. If you would like, additional information from a person, just head on over to custom fields and create a text input box, let’s name it info for now then drag it overjust remember to introduce it with a text box from the standard fields, so they know what to type. Now, it’s time to save your survey.
But how do you make sure, that your survey functions the way it should? Well, we can click on integrate survey, just above save. Then click on link and click the little box next to the link, this will open up your survey in a new tab. Here you can go through the survey, just as the participant would. So I’ll enter my name “Allie Ayeye” a phone number and an email, firstname.lastname@example.org, then click next choose an option click next again add my additional info and click submit .
There we go, all working as I had expected! Now, the final step is to go back to integrate, and copy the embed code, to wherever you would like your survey to show up! It’s a good idea for you to do what I did, and try making a few test surveys before you make your finished product. After a while, you will find the whole process very easy! And remember, once your surveys have been completed, they can be used in multiple places, and can save you a lot of time by easily directing clients to the correct department. And gathering information, so you have a better idea of what they need, before you speak to them.