Survey editor

Use the survey editor to build, create, and edit surveys. To open the survey editor, click the Edit Form icon for a specific survey in either card or list view.

The survey editor contains elements to create different types of survey and is made up of the following components:

  • Top bar — Contains the name of the survey, the list of pages (steps) that make up the survey, as well as options to add pages, configure branding, open a preview, and save the survey.
  • Survey details pane — To create a survey, drag fields from the Add Field tab in the survey details panel to the canvas. Configure the different fields on the canvas using the options on the Field Settings tab. See Add Field tab and Field Settings tab for details.
  • Canvas — Displays the current layout of the page. The fields on the canvas are inactive. Text on the canvas is automatically aligned based on the form default language. A survey contains a minimum of one page. A page is a container of fields and design elements such as logos, images, and text. A Next button appears if a survey has more than one page.

Survey editor components.

The following sections describe the available tabs and options in survey editor:

Add Field tab

The Add Field tab contains fields for creating surveys. To add a field to the survey, drag the field onto the right place in the canvas. Then click the field to activate the Field Settings tab and configure the field.

Add Field.

Text Input
Allows a customer to enter free-text single-line input.
Text Area
Allows a customer to enter free-text multiple-line input.
Drop Down
Allows a customer to select values from a dropdown.
Radio Buttons
Allows a customer to select one single option.
Checkboxes
Allows a customer to select multiple options.
Rating
Allows a customer to select a rating from a scale of a defined format.
Rating 1-7
Allows a customer to provide a 1-7 rating. This is used for the Customer Satisfaction Score, the Customer Effort Score, as well as many others.
Rating 1-10
Allows a customer to provide a 1-10 rating. This is used for scores including the Customer Satisfaction Score and Customer Effort Score.
Rating 0-10
Allows a customer to provide a 0-10 rating.
NPS
Allows a customer to provide information for collection of a Net Promoter Score (NPS).
Date
Allows a customer to enter a date in various formats.
Email
Allows for collection of and validity checks on customer email addresses.
URL
Allows for collection of and validity checks on customer URLs.
Text
Non-input field that allows for the addition of rich text on surveys.
Image
Non-input field that allows for the addition of images on surveys such as a logo at the top of the page.
Section Break
Enters a non-input field that adds a divider between survey sections.

Field Settings tab

Click a field on the canvas to view the Field Settings options for that field.

Field Settings.

The following options are available for each field.

Field type icon and name
For example the blue star and 'Rating' in the image above.
Delete (trash icon)
Deletes the field from the canvas.
Internal Name
Name of the field as it appears on reports. By default, any field on the canvas is assigned a name (for example 'Page 1 grading 78815' in the image above). Edit the name and assign it a different meaningful name, such as 'Customer Effort Score'. Two fields in the same survey cannot have the same Internal Name.
Label
Text to display next to the field in the survey.
Description
Secondary text to display below the field in the survey.
Required check box
When selected, customers cannot submit the survey without entering a value for the field.
Conditional Display
See Conditional Display for details about this field.
Custom CSS Class
Allows a URL to be assigned to a CSS class.

Text Input

Placeholder
Placeholder text displayed in the field.
Max # of characters allowed in the field
Maximum number of characters a customer can enter into the field.
Contact Name Field check box
Select this check box if the field is the contact name of the customer.

Text Area

Placeholder
Placeholder text displayed in the field.
Number of lines to display
Number of lines to display in the text area.

Drop Down

Placeholder
Placeholder text displayed in the field.
Options
Enter the list of available options to present to the customer. Click Add new option to add more options.
Options order
Select the order that the options appear to the customer.
Category Field check box
Select this check box if the field is to be used as the category field for use in reports.

Radio Buttons

Position
Select whether to display options vertically or horizontally.
Options
Enter the list of available options to present to the customer. Click Add new option to add more options.
Options order
Select the order that the options appear to the customer.
Category Field check box
Select this check box if the field is to be used as the category field for use in reports.

Checkboxes

Position
Select whether to display options vertically or horizontally.
Options
Enter the list of available options to present to the customer. Click Add new option to add more options.
Options order
Select the order that the options appear to the customer.

All Rating options (Rating, Rating Rating 1-7, Rating 1-10, Rating 0-10, and NPS)

Format
Format of the ratings scale display.
Rating scale
Click the editing icon to enter aria values for the ratings scale.
Selection styling
Select Accumulate to color the value that the customer selects as well as preceding values on the rating scale. Select Single select to color only the value that the customer selects.

Date

Format
Format of the date display.

Email

Contact Email Field check box
Select this check box to designate this email field for use in Smart Reply.

Text

Edit Text button
Click to open an editor to customize text.

Image

URL
Click Upload to select an image to display.
Image Alignment
Select the alignment of the image.

Page Settings tab

Set certain attributes to the page itself using the Page Settings options. See Branding for additional details.

Page Settings.

Page Name
Name of the page as it appears in the inbox. Page Name must be unique in the survey.
Delete (trash icon)
Click to delete the page. If the survey contains only one page, that page cannot be deleted.
Background Color
Click the field to select a background color or enter a hexadecimal color value for the page. By default, the page inherits the background color set in Form Settings. If no color is set, the background is white.
Custom CSS Class
Select a class from your custom CSS file to apply to the entire page.