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Creating and Customizing Surveys in CoachWorks Marketing CRM

This comprehensive guide will walk you through the process of creating and customizing surveys within CoachWorks Marketing CRM, from starting with a blank slate or template to integrating your survey with other tools. Learn how to effectively gather valuable customer insights by tailoring your surveys to meet specific needs.

1. Navigate to the Sites tab.

1 Click on the element.

2. Next, under the Surveys tab, select 'Builder'.

2 Following that, click on "Builder".

3. Click on 'Add Survey', choose 'Start from scratch' or select a template.

3 Click on "Start from Scratch".

4. Now, select the 'Start from Scratch' option.

4 Upload

5. Proceed to edit the name.

5 Click on the element.

6. To view more options, click on 'Add element (+)'.

6 Next, click on the element.

7. Add custom fields if needed.

7 Click on "Quick Add".

8. Grab and drop an element into the survey slide.

8 Click here.

9. Select any element you wish to edit.

9 Click on the element.

10. Set your preferences for email notification.

10 After that, click on "Email Notification".

11. Click here to add a slide.

11 Click on the element.

12. You can delete a slide by selecting 'Delete'.

12 Click on "Delete".

13. Click on 'OK' to confirm.

13 Then, click on "Ok".

14. Open 'Styles', 'Themes', and 'Options' for further configurations.

14 Next, click on the element.

15. Now you can adjust the survey style.

15 Next, click on "Background".

16. Choose a theme for your survey from the available options.

16 Click on "Styles".

17. Fine-tune your settings in the 'Options' tab further.

17 Next up, click on "Thank you for taking the time to complete this survey.".

18. Preview your survey by clicking on 'Preview'.

18 After that, click on "Preview".

19. Click here for Integration options.

19 Click on the element.

20. Proceed with the survey integration configuration.

20 Upload

21. Finally, don't forget to save your work!

21 After, click on "Preview".

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