101 Guide: How to Build, Edit, and Utilize Surveys

Overview

Surveys are a powerful tool in PXME for capturing lead information and qualifying contacts. Unlike forms, surveys use logic-based flows, allowing you to qualify or disqualify leads, segment responses, and guide people to different outcomes based on their answers. This makes surveys especially useful for evaluating lead quality or customizing the experience dynamically.

Overview of the Survey Feature

When you navigate to Surveys, you’ll see three main tabs:

• Builder – Create new surveys or edit existing ones

• Analyze – View submission data, charts, and trends, filtered by survey and date range

• Submissions – Review individual responses, searchable by name, email, phone, or contact ID

Step 1: Creating a Survey

1. Go to Surveys > Builder

2. Click + Add Survey

3. Choose one of two options:

   • Start from Scratch – Begin with a blank layout

   • Choose from Templates – Start with a predesigned survey

4. To edit an existing survey, click Edit

Step 2: Adding Elements

• Edit the survey name by clicking the pencil icon

• Click the + icon on the left to open the elements menu

• Drag and drop elements into your survey

Standard Fields:

• Full Name / First Name / Last Name

• Date of Birth

• Phone, Email

• Address, City, State, Country, Postal Code

• Organization, Website

• Text, HTML, Image (with resizing and SEO options)

• Captcha, Source, Terms & Conditions

• Button

Custom Fields:

• Fully tailored to your needs (e.g., “Annual Income,” “Favorite Food,” “Membership Type”)

• Support text inputs, dropdowns, radio buttons, checkboxes, signatures, etc.
  ? Note: Custom fields must be created in Settings before being added to a survey.

Other Options:

• Remove elements by selecting them and clicking X

• Create multi-slide surveys by clicking the + slide button below an existing slide

Step 3: Styling Your Survey

On the right-hand panel, click Styles & Options to customize:

• Layout, background, borders, padding, and shadows

• Labels, placeholders, and custom fields

• Background and header images

• Agency branding (toggle on/off)

• Themes – predesigned layouts with ready-made fonts, colors, and button styles

Additional Styling Options:

• Field Spacing – Adjust space between questions

• Custom CSS – For advanced styling control

• Progress Bar – Enable under Footer options to show completion progress (mobile-friendly)

Step 4: Adding Survey Logic

Survey logic creates conditional flows:

• Skip to Slide – Redirect participants to different slides based on answers

• Disqualify Lead – End the survey if responses don’t meet criteria

• Custom Paths – Dynamically guide participants through tailored experiences

Example:

• “Yes” → Advances to Slide 3

• “No” → Disqualifies immediately

Step 5: Notification Settings

• Email Notifications – Get notified when a survey is completed

• Auto Responder – Automatically email participants a copy of their submission

Step 6: Integrating Surveys

After creating and saving a survey, click Integrate Survey to generate:

• A direct link (shareable via SMS or email)

• An embed code (insert into websites or funnels)

Other Options:

• Add surveys directly into funnels/websites via the Survey Element

• Connect surveys to Calendars for lead capture + booking workflows

Step 7: Version History

Every save creates a version. Use Version History to:

• Review changes (with timestamps)

• Restore previous versions if needed

Noteworthy Features

• Inline Editing – Edit text directly in the preview (labels, placeholders, buttons, etc.)

• “Other” Option – Add custom response fields to multiple-choice questions

• Spread to Columns – Arrange radio buttons, images, and checkboxes in multiple columns

• One-Question-at-a-Time with Payments – Embed payment options directly in survey flows (great for registrations, donations, or purchases)

FAQs

Q1: What’s the difference between a form and a survey?

• Forms collect static information

• Surveys use conditional logic to qualify/disqualify leads and adapt dynamically

Q2: How do I create a survey?
Go to Surveys > Builder > + Add Survey and choose to start from scratch or use a template.

Q3: Can I change standard fields?
No. Standard fields cannot be permanently altered system-wide. Customizations must be made within each survey.

Q4: Can surveys show progress to users?
Yes. Enable a progress bar in Styles > Footer.

Q5: How do I integrate a survey?
Generate a link or embed code under Integrate Survey, or add it directly into funnels/websites.