Surveys and Forms is a super powerful tool to manage client booking information and gathering client testimonials.
Over 90% of clients rely heavily on testimonials, we make getting testimonials easy! Quickly set up your survey and automate them out after every booking. You can choose the format of your survey or form, there are lots of options!
Watch this video to learn all you need to know. Contact our support team to activate on your account.
This video provides a comprehensive guide on how to create, manage, and deploy surveys and forms within the platform. You will learn how to customize fields and capture lead information effectively.
How do I access the Surveys and Forms builder?
To get started with your data collection, you need to head over to the main navigation menu. Click on the Sites tab, and from there you will see the options for both Forms and Surveys in the top sub-menu. You can choose the builder to start creating a new one from scratch or select from an existing template.
💡 Action Steps
Click on the Sites tab
Select Forms or Surveys from the top menu
Click on Builder
How do I add fields to my form?
Once you are inside the builder, you'll see a plus icon on the left-hand side to add elements. You can drag and drop standard fields like Full Name, Email, and Phone Number directly onto the canvas. If you need specific information, you can create custom fields to capture data that isn't included in the standard set.
💡 Action Steps
Click the + icon to add elements
Drag and drop the Full Name field
Drag and drop the Email field
Drag and drop the Phone Number field
What is the difference between a Form and a Survey?
Forms are generally used for simple lead capture on a single page, whereas Surveys allow you to create a multi-step experience. With surveys, you can use slides to break up the questions, making it less overwhelming for the user. You can also use conditional logic to show or hide questions based on the previous answers provided.
💡 Action Steps
Use Forms for single-page lead capture
Use Surveys for multi-step questions
Apply conditional logic to survey slides
How do I customize the design and styling?
To change how your form looks, go to the Styles tab in the right-hand panel. Here you can adjust the background color, change the font styling, and modify the border radius of your input fields. You can also toggle the agency branding on or off and inject custom CSS if you want to achieve a more specific look for your brand.
💡 Action Steps
Open the Styles tab
Adjust the Background Color field
Change the Font settings
Modify the Border Radius
How do I set up what happens after a submission?
Navigate to the Options tab to define the post-submission behavior. You can choose to show a simple thank you message or redirect the user to a specific URL, like a booking page or a confirmation site. Make sure you name your form here as well so you can easily identify it in your automation triggers later on.
💡 Action Steps
Click on the Options tab
Select 'Show Message' or 'Open URL'
Enter the redirect URL in the field provided
Fill in the Form Name field
How do I embed the form on my website?
When you are happy with your creation, click the Integrate button in the top right corner. You'll be given a few options: you can copy the embed code to paste it into an external website, or use the direct link to share the form as a standalone page. If you are using our built-in funnel builder, you can simply select the form element from the element list.
💡 Action Steps
Click the Integrate button
Copy the Embed Code
Copy the Link to Share
Select the Form element inside a Funnel page
💡 TIP - What do I do if there are some clients I do not want to survey? Maybe they made a complaint?
You might have a stage called BOOKED - and you are automating your surveys from that stage, we suggest that you create a second stage called BOOKED - DONT SURVEY