Surveys

We are improving our Help Library and this article is currently under renovation.

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Creating your survey

  • Click the Builder tab on the left-hand side of your dashboard
  • Click Surveys in the upper menu
  • Click the Add Survey in the top right-hand corner to start your survey
  • Add the fields you would like for your survey on the right-hand menu
    1. You can drag over Standard fields, which are items already built into GLM (i.e. first name, last name, email, phone, birth date)
    2. The tab beside the Standard is the Custom Fields where you can add custom questions to ask on your survey. To do this, click Custom Fields and scroll down to the Add Custom Field button. After making your new question, drag it over to your survey.
    3. You can click on a field to update its element or make it required
  • The green button under the slide will allow you to make a new slide, adding a page to your survey
  • Your survey can be customized by clicking the Styles tab at the top of the right-hand menu
  • Under the Options tab, you can see other abilities for your survey
    1. The On Submit field determines the action that will happen when your survey is submitted. Surveys can redirect to a custom URL or display a thank you message. 
  • The green Integrate Survey button will offer you options for sharing your survey 
    1. You can use the embed code to embed the survey on a webpage or landing page
    2. You can click the Link tab to copy the URL where your survey will live
    • Further actions/options
    • Once your survey is built, you have the option for our team to assist you in setting up an internal alert to let you know when a survey is submitted. You may email hello@usekilo.com with (1) the name of the survey and (2) the team member(s) who should receive a notification when the survey is submitted.
    • To check on the responses to your survey, go to Builder and then hover over Surveys in the upper menu. Select Submissions. Select the Survey you want to check and be sure the date range in the upper right is set for the entire time your Survey has been active.