How To Create A Survey Form

 

Creating a survey form in Intellia is similar to creating a regular form but with additional features to manage multiple questions, steps, and conditional logic if needed. Here's a step-by-step guide on how to create a survey in Intellia:

Steps to Create a Survey in Intellia : 

1. Go to the ‘Sites’ Section:

• In the left-hand menu, click on Sites.
• From the drop-down, select Surveys

2. Create a New Survey:

• Click on + Add Survey in the top-right corner.

3. Survey Builder Interface:

• You will be taken to the survey builder interface. Similar to the form builder, you can drag and drop different elements to build your survey.
• The available survey elements include:
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Radio Buttons
  • Checkboxes
  • Dropdowns
  • Text Field
  • Date
  • Paragraph (for longer text answers)

4. Add and Customize Questions:

• Drag and drop the question types you want to include in your survey into the survey builder.

• Click on each field to customize the question label and answer options (if applicable). For example, radio buttons or checkboxes can have predefined options for users to select.
• You can add as many fields or steps as you need for your survey.

5. Add Multiple Steps (Optional):

• If you want your survey to be multi-step, click the Add New Step button at the bottom of the current survey step.
• You can create a sequence of questions, and users will move through the steps as they answer.

6. Customize Survey Settings : 

Click on the Options tab at the top right to access the survey settings.

• Survey Name: Give your survey a name (for internal use).

• Redirect on Submit: Set a thank-you page URL or choose an action to happen once the survey is submitted.

• Sticky Contact: Enable sticky contact if you want Intellia to remember the user's details for future form submissions.

7. Save the Survey :

• Once you're done adding and customizing questions, click the Save Survey button at the top right.

8.  Embed or Use the Survey:

• After saving, you can integrate the survey directly on a Intellia landing page or embed it on another website.

• To embed the survey, click Integrate Survey, then copy the provided embed code.

• Paste the embed code on your website's HTML section or use it in any custom HTML block if you're using platforms like WordPress, Shopify, etc.