- Click the “Survey” from the left menu
- Then click the orange “Create” button in the right corner
- Once clicked the “Survey Builder” page will appear as shown below
Image-1:
- Drag and drop form fields from the right panel
- User can remove, edit and Copy the form fields
- After saving the survey the “Survey Settings” page will appear.
Image-2:
- Fill out the page by entering:
- Survey Title
- Email Subject
- Email Body
- After putting all the required information correctly and clicking the “Create” button, new Survey will be created and go into the Survey List
- User can go to Workflow to initiate Survey. Form Workflow – Select from Action -> Survey -> Select target -> Select survey from drop down
