How to create or change a registration survey

Introduction

A registration flow is made up by a survey. In a survey you have different pages on which you can customize all questions. There is no restriction on the number of survey pages and questions, but make sure to configure a clear and intuitive survey.

Configuration

  1. Go to Menu -> Communication -> Surveys
  2. Select the Survey you want to adjust or click + to create a new survey. If you want to add a new Survey, a list of pre-defined surveys will open, you can choose one template and a new complete survey will be created.
  3. You are able to edit existing pages and add new ones. Click on the "+" icon to add an new page.
  4. Configure all page settings:
    • Name” you want to give the page.
    • Sequence” determines the order of the pages and so the flow of the survey. Best practice a 5 unit sequence between pages, this gives you the liberty to add more pages in the future without having to adjust each following page.
    • Active” when enabled the page will be visible in the survey. If you want to remove a page from the survey, you simply put it off.
    • Show keyboard” when enabled the page will show the build-in keyboard.
    • Can navigate back” when enabled the user can return to the previous page.
    • Background” Select an imported image as background. 
    • Periods” Select the period when you want the page to be visible in the survey.
    • Description” Fill in a few words about the goal of this page.
    • Hint” Fill in a Visible Hint to help customers understand the page and the requested information.
    • Rows” How many rows do you want to provide on this page?
    • Columns” How many columns do you want to provide on this page?
    • VAlignment” how would you like the Vertical alignment of the columns?
    • HAlignment” how would you like the horizontal alignment of the rows?
    • Inner padding” Determines the space between the table border and the content.
    • Outer margin” Determines the space between the table border and the page border.
    • Triggers”  can be used together with the operator and value to make a rule which (dis)allows you to proceed.
  5. Review existing questions: you can edit the text and the translations etc. or add a new question.
  6. Review order of pages and disable one or more
HubSpot Video

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