Survey‑style forms allow you to collect feedback from your contacts to get to know them better and optimize your marketing and sales strategy based on their answers.
The information collected through surveys is available in the Statistics tab of your forms, where the general and aggregated statistics are displayed.
This article explains the properties of survey‑style forms and how they work.
1. Properties
- In Connectif, not all forms are considered survey by default.
- As a general rule, forms that include an “email” field and/or only a single “checkbox” field (commonly used to mark consent to receive advertising) will *not* be considered survey‑style forms.
- Such forms will be considered newsletter subscription forms, and for this reason they will *not* have the survey section available in their statistics.
- Surveys reflect, in the workflow’s statistics in which they are placed, the responses from the Contact, including mult-line text.
- It is possible to export the results of surveys so that you can analyze them externally or import those results into contact profiles (see section 2.4).
2. How It’s Used in Connectif
2.1. How to Create a Survey‑Style Form
To create a survey‑style form, you must create the Web Content that contains it and add the different questions using the elements available in the Web Content Editor.
For more information about how to create content and its elements, click in this article.
Also, to send it, you will need a workflow responsible for doing so.
For more information about sending a survey‑style form, click in this article.
2.2. Where to View the Data Collected by a Survey‑Style Form
To access the statistics of survey‑style forms:
1. Go to "Contents > Forms".
2. Find the form whose data you want to review and click More, then click Statistics.
3. In that window, go to the Forms tab and click the Survey submenu.
In this section, general statistics and day‑by‑day aggregated data are displayed for fields of type:
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- Multiple closed answers (checkbox type).
- Single closed answers (radio and select type).
- Open answers (text, multiline, and number type).
2.3. How to View Responses in Open‑Ended Answer Fields
2.3.1. Individually
Survey statistics only distinguish whether the text fields have been filled out, not their specific content, because since the goal is to collect personalized responses, they do not generate a homogeneous data set. However, from the submission log in the statistics, it is possible to review which text a particular contact submitted.
1. Go to "Contents > Forms".
2. Find the form whose data you wish to review and click More, then click Statistics.
3. In that window, go to the Forms tab and click the Submissions submenu.
2.3.2. En masse
When the answer is open‑ended, Connectif does not show it in the Survey statistics, because each one would be unique. However, when there is a significant number of submissions, it is possible and advisable to export them to analyze them externally.
1. Go to "Contents > Forms".
2. Find the form whose data you wish to review and click More, then click Statistics.
3. In that window, go to the Forms tab and click the Submissions submenu.
4. Select the time period from which you want to gather responses using the available filters.
5. Click Export to generate and download the file with the responses. This way, you can review and analyze the open‑ended field responses.
2.4. How to Save the Information Collected by a Survey into the Contact Sheet
To save the information collected in a survey‑style form into the Contact Sheet, you must first create the custom fields in Connectif.
Custom fields are only necessary if you want to store some of the data submitted in the form into the contact’s profile for future strategies. Otherwise, it is advisable to export the form data (see section 2.3.2) to store the information, and if needed, import it later via contact import.
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Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
Create and insert a form on your web with Connectif, to add a registration or signup form to your web contents and display it in your eCommerce.
Creation of form templates in Connectif contents, to standardize and reuse forms.
Integration of web forms, to collect in Connectif the information generated by any already existing external forms on your website.
Send a form via AJAX, to synchronize integrated forms in Connectif and send the “submit” notification to the tool via AJAX.