Survey Builder

Forms & Surveys

Survey Builder

The Survey Builder in Lead Fuel CRM lets you create surveys to collect feedback, measure satisfaction, qualify leads, and gather insights from your audience. Surveys support advanced features like scoring, conditional branching, and result analysis.

Creating a Survey

Question Types

Lead Fuel CRM surveys support a variety of question formats:

• Single Choice: Respondents select one option from a list (radio buttons).
• Multiple Choice: Respondents can select multiple options (checkboxes).
• Text Input: Open-ended text responses for detailed feedback.
• Rating Scale: Numeric rating (1-5 or 1-10) for satisfaction or preference questions.
• Star Rating: Visual star-based rating for quick feedback.
• Net Promoter Score (NPS): The standard 0-10 NPS question format.
• Dropdown: Select one option from a dropdown list.
• Date: Date selection for scheduling or event-related questions.

Scoring

Assign point values to each answer option to calculate a total score for the survey:

• Use scoring to qualify leads based on their responses (e.g., budget, timeline, fit).
• Set score thresholds to automatically categorize respondents (hot, warm, cold).
• Trigger different workflows based on the respondent's total score.

Conditional Branching

Create dynamic surveys that adapt based on responses:

• Skip questions that are not relevant based on previous answers.
• Show different follow-up questions depending on the selected option.
• Route respondents to different endings or calls-to-action based on their path.

Tip: Keep surveys short and focused. Surveys with 5 to 10 questions have the best completion rates. If you need more detailed information, consider using conditional branching to only show relevant questions.

Need more help? Contact Lead Fuel CRM support for personalized assistance.