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Surveys are multi-question forms designed for collecting structured feedback, conducting research, or qualifying leads with branching logic. Survey responses are stored against the contact record and can trigger automated follow-up.

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Surveys vs forms

CapabilitySurveyForm
Multi-step questionsYes (one question per screen)Yes (multi-step layout)
Branching / conditional pathsYesYes (conditional logic)
Rating scales and NPSYesLimited
Progress indicatorYesYes (multi-step)
Best forResearch, feedback, detailed qualificationLead capture, opt-ins, contact info

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Creating a survey

1

Navigate to Sites > Surveys

Click Sites in the left sidebar, then select Surveys. Click + New Survey.
2

Add questions

Choose from a variety of question types:
  • Short answer — single-line text input
  • Long answer — multi-line text area
  • Single choice — radio buttons (pick one)
  • Multiple choice — checkboxes (pick several)
  • Dropdown — select from a list
  • Rating scale — 1–5 or 1–10 numeric scale
  • NPS (Net Promoter Score) — 0–10 likelihood-to-recommend scale
  • Date / Time picker
  • File upload
3

Set question logic

Use conditional logic to route respondents to different questions based on their answers. For example: if a respondent rates satisfaction below 7, show a follow-up question asking what could be improved.
4

Configure the completion action

Choose what happens when the survey is complete:
  • Redirect to a URL (e.g. a personalized result page)
  • Show a custom thank-you message
5

Customize appearance

Set the survey theme colors, font, background, and button labels to match your brand.
6

Embed or share

  • Copy the direct link to share in emails or social posts
  • Copy the embed code to place the survey on an external site
  • Use the Survey element in the page builder to embed it on a funnel or website page

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Viewing responses

All responses are stored in the Submissions tab of the survey. You can:
  • Filter by date range
  • Export all responses to CSV
  • View individual response details with field-by-field answers
  • See aggregate data (e.g. breakdown of choices for multiple-choice questions)

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Using surveys in automations

The Survey Submitted trigger in Automations lets you:
  • Send a personalized follow-up email based on specific answers
  • Tag contacts based on their response (e.g. tag “Hot Lead” if NPS score is 9–10)
  • Notify a team member when a low satisfaction score is received
  • Update a custom field on the contact record with the survey answer
Keep surveys short — 5 to 7 questions is the sweet spot for completion rates. Use the multi-step layout so respondents see one question at a time and do not feel overwhelmed.
Last modified on March 4, 2026