Surveys

Create a survey from your Simplero dashboard >> Contacts >> Surveys >> Create new survey: Start designing your survey questions either from the Builder or the Fields view, whichever is easier for you. The Builder Click on Add field to get started: Scroll through the survey previewer on the right side of the page to see all of the field options: When adding a field, anything that is a contact custom field which would be in your settings here, will update on the contact record of the submitter: Any fields that are only custom fields, will live on the survey it is being added to only and does not update information on the contact record: Use the dots icon on the far right to drag the field to a different position. The Plus button at the bottom of the active field will add a new field right below this one. Use the edit, duplicate and delete icons to perform these actions on the active custom field: You can also add conditions to show sections based on responses provided in other sections of the survey: Page Elements There are special items you can add to your survey in addition to custom fields: Headings: Include a subheading once you select it. Dividers: Add a horizontal line across the survey. Commonly used for long surveys. Sections: Make fields collapsible. Sections contain all custom fields below them until the end of the form or until the next section. File Uploads: Give your recipients the ability to attach a PDF, document, image, etc. Hidden Fields: Render a hidden field with a predefined name. If a URL parameter is set, its value will be passed as the value of the hidden field. Fields View Click on Add field at the top right corner to open the Fields side panel: Now choose which type of question to add to your survey. Scoring Give a score to radio buttons, checkboxes type of fields. We will show the user their score when they submit it on the Confirmation page. Confirmation page This is what we show to people after they’ve submitted their survey response. You can customize the title and body on the page scrolling down to the bottom of the Builder tab: You can show a conditional text based on their score too! 💥 You can also Redirect to another page altogether: Survey Preview You can see a Preview of your Survey on the ‘Builder’ tab. Once you’ve finished building your survey, you’re ready to share it with your members on the URL provided at the top right corner. Embedding your survey in a different page You can copy the embed code of your survey by clicking on the three dots on the top right corner:  You can then place it on your pages or courses. 

On your contacts - survey page, you can access the survey settings by clicking the icon on the right side of each survey.  You can also access Survey’s settings page from inside the survey by clicking the icon at the top right corner: You will then access a list of settings: Title: the public name of the survey Internal name (optional): The name on your admin side. This can help you differentiate surveys internally. Labels (optional) Intro text: This will be shown at the top of the survey, after the title Notify when a response is submitted: Set up automatic notifications to the admins Presentation: show all the questions on one page, or make it a more interactive experience by showing one question at a time. Automations to start automatically when responses are submitted Triggers: Add a trigger when someone submits a response. For example, send an email or assign a task to someone on the team

Review Survey's Responses Navigate to the Survey page >> Responses tab. You’ll find all submitted responses, including their survey answer,s for a quick overview: You will see a list of all your respondents and a column per question. You can choose and reorder columns on the top right side: You can also download the responses by clicking on the three dots on the top right side: Note: We use Altcha (similar to Captcha) in surveys. This is to help prevent bot submissions.  Survey Summary Once you have received responses to your survey, you will see a summary tab. In there, you will see an overview of: Survey views Starts (customers that started the survey) Submissions Completion rate Average time to complete Under that, you will see a summary of your survey responses: Graphs for each custom field that support multiple responses. On the top right, you will be able to choose between a table, a pie chart, or a bar chart Statistics for number fields The responses for text fields. You can click on the bottom right corner to get the AI to summarize the responses Send Survey Responses in an Email Maybe you want to send a customer their responses to your survey via email. Well, you can! Just follow these steps: Select Contacts on your Simplero Dashboard Choose Surveys from the dropdown menu Select the survey you want to grab the answers from Click on the first question in the survey and press + Key on the right column that slides in: This will open up the Interpolation key section where you can add a word (like radio or radiobuttons) to serve as the “Key” for this question: Now go to your email and paste wherever you want to display the answer to that question. Replace interpolation_key with the Key you chose for that question - for our example above, would become Repeat steps 4-7 for each question in the survey. Et voilà! Now if you send the email to someone who filled out the survey, it will populate their answers in each Key automatically.

Get feedback about your content, and services using Surveys. You can also check our how-to manuals on how to Build your own set of questions, change the settings and add triggers to them. After your customers have completed them, you can find all responses in one place so it’s simpler to follow up with your members. Note: Since the video was recorded, we have made a couple of changes in the UI. We added a Summary tab where you can see the summary of your responses and a field tab, where you can see all the fields in the survey and add new ones.