Funnels and Websites
Surveys
Funnels & Websites
Surveys
What Are Surveys?
Surveys are tools for gathering feedback, opinions, and insights from your audience. Unlike traditional forms that capture contact information, surveys focus on asking questions to understand customer needs, preferences, pain points, and satisfaction. Surveys help you make better business decisions and create more targeted marketing campaigns.
Creating a Survey
Step 1:From your Lead Fuel CRM dashboard, navigate to Funnels or Websites
Step 2:Click the three-dot menu on your funnel/website and select "Add Survey"
Step 3:Give your survey a name and description
Step 4:Click "Create Survey" to open the survey builder
Step 5:Click "Add Question" to add your first survey question
Step 6:Choose your question type and enter the question text
Step 7:Add answer options (for multiple choice, rating, etc.)
Step 8:Continue adding questions until your survey is complete
Step 9:Configure survey settings (see Survey Settings section below)
Question Types
- Multiple Choice: Respondents select one option from several choices.
- Checkboxes: Respondents can select multiple options.
- Rating Scale: Respondents rate something on a scale (e.g., 1-5 or 1-10).
- Net Promoter Score (NPS): Measure customer loyalty with a 0-10 scale.
- Likert Scale: Measure agreement with statements (Strongly Disagree to Strongly Agree).
- Short Answer: Respondents provide brief text responses.
- Long Answer: Respondents provide detailed written feedback.
- Matrix: Rate multiple items on the same scale.
Response Tracking and Analytics
- View real-time response counts and completion rates in the Survey Analytics dashboard
- See detailed breakdowns of responses for each question
- View individual responses and export data for analysis
- Track completion rates and abandonment patterns
- See average time to complete your survey
- Filter responses by date range or response status
- Create custom reports based on survey data
Survey Best Practices
- Keep surveys short—aim for 5-10 questions to improve completion rates
- Start with easy questions and progress to more detailed ones
- Make questions clear and unambiguous
- Avoid leading questions that bias responses
- Offer incentives (like discounts) to encourage participation
- Make surveys mobile-friendly for respondents on phones
- Use follow-up questions to dig deeper into important responses
- Share key findings with your team to drive action
Tip: Use surveys at different points in your customer journey: pre-purchase to understand needs, post-purchase to gather feedback, and at exit points to understand why someone is leaving.
Need more help? Contact Lead Fuel CRM support for personalized assistance.
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