How to Create a Survey Template for the Marketing CRM?

The Marketing CRM has an action option called Send Survey, where you will be prompted to select a survey template to be sent when the action is triggered in the workflow.

Steps to create a Survey Template:

Click on Quick Links (four-grids icon)

Click on Form Templates

Click on Create New

Enter details for Form Design

Choose Survey Template for Form Category

Enable the template for Marketing CRM

Click on Next

Enter name and description of first Section*

Enter details for first question

Make sure to choose a Category (for type of Question) or Add a new one

Select field type for answer – for multi-choice fields, add options to be selected

Choose if it is to be a mandatory/required question

Click on Save Question

Add more sections or questions by using the links on the bottom right corner.

Click on Publish Template when done.

The template will now be available on the Survey Template dropdown list, when adding Survey as an action in a marketing CRM workflow.

*Each Survey Template can have multiple ‘Sections’ for the different types of questions such as different sections for “Personal Details” and “Past Experience.” And under each section, we can add multiple questions.