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.   

  At the end of this guide You will have enabled the save-and-resume option on your surveys. Your logged-in customers can save a partially completed survey, leave, and pick up exactly where they left off. You will also know how to tell apart saved drafts from submitted responses in the admin area, and how the Response received trigger behaves. In this guide Allow saving progress in your survey settings Customers click Save for later to keep a draft Customers resume their draft from Dashboard → Surveys Customers click Submit when they are done Check response statuses in the admin area Know when the Response received trigger fires Allow saving progress in your survey settings Go to Contacts → Surveys. Click the name of your survey. Click the Settings tab. Toggle on Allow Saving progress Click Save changes. The survey now shows a Save for later button next to the Submit button — but only for logged-in customers. Anonymous visitors never see the button, because there is no way to tie a draft back to them.   How customers save a draft When a logged-in customer opens your survey, they see two buttons at the bottom: Save for later and Submit. If they click Save for later: All their answers so far are stored as a draft. Required questions are not enforced — they can save even if they have not filled in everything. Nothing triggers or notifies you. The draft sits quietly until they return. How customers resume their draft Customers resume from two places: From the survey link itself. If a logged-in customer returns to the same survey URL, their draft loads automatically with all their previous answers filled in. From their dashboard. Go to Dashboard → Surveys. Any survey with a saved draft shows a yellow Saved for later badge. They click the survey and choose Continue survey to pick up where they left off. How customers submit their final response When the customer has finished filling in the survey, they click Submit. At that point: All required-field validations run as normal. The response is marked as submitted with a timestamp. The Response received trigger fires (if you have one set up). A customer can save and resume as many times as needed. Each save overwrites the previous draft — there is only one draft per customer per survey. View response statuses on the admin side Go to Contacts → Surveys and click your survey. Click the Responses tab. When the survey has save-and-resume enabled, a Status column appears. Each response shows one of two badges: Badge Meaning Submitted (green) The customer clicked Submit. The response has a submission timestamp and is final. Saved for later (yellow) The customer clicked Save for later but has not submitted yet. The response has no submission timestamp.   Optional: For advanced users Response received trigger behavior The Response received trigger fires only on final submission — the moment the submission timestamp transitions from blank to a value: Action Trigger fires? Clicking Save for later No Clicking Submit on the first visit Yes Returning to a saved draft and clicking Submit Yes A customer who saves and resumes ten times before submitting triggers nothing until that final Submit click. Troubleshooting Why can't I see the Save for later button? — Check two things: the Let respondents save their answers and come back later to finish toggle is on in the survey settings, and the customer is logged in. Anonymous visitors never see the button. Why did my trigger not fire when someone saved? — The Response received trigger (and any related automations) only fire on final submission, never on saving a draft. If the customer clicked Save for later but did not submit, the trigger has not fired yet. Why can't my customer find their saved survey? — They need to be logged in to the same account. Direct them to Dashboard → Surveys — drafts appear with a yellow Saved for later badge. Returning to the original survey link also works. Can a customer have multiple drafts of the same survey? — No. Only one draft exists per customer per survey. Each save overwrites the previous one. Suggested search keywords: save survey progress, save and resume survey, save for later survey, survey draft, continue survey later, survey saved for later badge, survey not submitted, allow saving progress survey, survey resume, incomplete survey