This guide highlights key differences to help you choose the right tool for gathering data, whether you need structured lead information or detailed customer feedback.
Purpose:
Forms:
Forms in CoachWorks CRM are primarily designed for gathering structured data. They are perfect for lead generation, event registrations, and other instances where specific information is needed.
Surveys:
Surveys are used to collect comprehensive feedback, opinions, or data that are essential for analytical purposes. They help in understanding customer satisfaction and gathering insights for improvements.
Response Types:
Forms:
Typically, forms include standard input fields such as text boxes, radio buttons, and checkboxes.
Surveys:
Surveys allow for a wider range of response formats, including Likert scales, dropdowns, and open-ended questions, addressing more complex inquiry types.
Logic and Branching:
Shared Features:
Both forms and surveys in CoachWorks CRM may utilize conditional logic to enhance user interaction based on their responses.
Surveys Specific:
Surveys frequently employ more elaborate branching techniques, guiding respondents through customized paths based on their previous answers to ensure relevant follow-up questions are posed.
Integration and Analysis:
Surveys:
Surveys often include advanced features for integration with data analysis tools or software. This functionality aids in the deep analysis of feedback collected, enabling businesses to make informed decisions based on comprehensive data insights.
Distribution:
Surveys:
The distribution aspect of surveys within CoachWorks CRM can be quite robust, featuring options for managing how surveys are sent out, handling anonymous responses effectively, and tracking how engaged respondents are throughout the survey process.
This clarification between forms and surveys should assist users of CoachWorks Marketing CRM in selecting the appropriate tool for their specific data collection needs, ensuring effectiveness in their marketing and customer engagement strategies.
For practical tutorials on creating forms or surveys in CoachWorks CRM, refer to our detailed guides available in the help section.
