How do I create an embedded survey question?
First, decide your question and keep in mind an embedded survey question requires multiple choice type responses:
- Multiple choice numbers e.g. rating 1, 2, 3,
- Or multiple choice text e.g. yes, no, maybe
The question can be mapped to a custom field, so the response automatically updates the contact profile.
If not, the response will automatically appear in Surveys on the activity page.
(See: “How do I create a custom field“).
Now go to Surveys and click New Survey.
Then add your question and if appropriate, map to a custom field and select response type before adding answers.
Finally, apply the styling tool to customise colours and font style.
Now see: How do I send my survey?/How do I add follow-up questions to my survey?
- Don’t forget to save your survey!
- If mapping to a custom field match your multiple choice answers to respective custom field values