Contact and Registration Forms and Surveys

How to create a survey

Quick answer: Go to Sites → Surveys, click + Add Survey, add fields and split them across slides, configure what happens after submission, then save.

Before you start

If you're not sure whether you want a form or a survey, see the article on forms versus surveys. The short version: forms are single-page; surveys are multi-step. The rest of the setup is similar.

Step-by-step

1. Open the survey builder

1. Click Sites in the main menu.
2. Click Surveys in the secondary navigation.
3. Click + Add Survey.

Like with forms, you can start from a blank survey or pick a template.

2. Add fields and organize them into slides

Drag fields from the Form Elements panel onto your survey. Each slide is a discrete step the visitor sees. To add a new slide, use the slide controls at the bottom or in the slides panel.

Common slide patterns:

• Slide 1: Identity — name, email, phone
• Slide 2: Context — child's age, grade level, programs interested in
• Slide 3: Details — specific questions about needs, timeline, preferences
• Slide 4: Final confirmation — any agreements, "any other questions?", submit

3. Configure submission behavior

Click the Settings tab. As with forms, you can:

• Show a thank-you message
• Redirect to another page
• Trigger a workflow
• Send notifications to yourself and/or the submitter

4. (Optional) Add conditional logic

Surveys come into their own with conditional logic. You can:

• Jump visitors to a specific slide based on their answer
• Show or hide questions on later slides based on earlier answers
• Disqualify visitors who don't match your criteria

See the dedicated article on conditional logic for the details.

5. (Optional) Configure the footer and progress bar

Surveys can show a progress bar to give visitors a sense of how far they've come. In the survey builder, you can:

• Toggle the progress bar on or off
• Pick the style (page count, percentage, or both)
• Customize the appearance of the Next and Previous buttons

6. Save the survey

Click Save in the top right.

7. Get the embed code or share link

Click the Integrate tab to get the embed code (for putting the survey on your website) or a direct link (for sharing in emails or social media).

Surveys can save partial responses

A useful survey feature: you can configure the survey to create a contact record on partial completion. If a visitor fills in their name and email on slide 1 but abandons before submitting, you still capture them as a contact.

This is configured in the survey's Settings tab. Use it carefully — partial submitters haven't finished agreeing to anything, so don't send them automated emails as if they had.

Tips

• Keep slides short. 2–4 fields per slide feels comfortable. More than that and the slide starts to feel like a form.
• Front-load identity questions. Get name and email on slide 1. If someone abandons later, you've still captured them.
• Use the progress bar. Visitors who can see they're 70% done are more likely to finish than ones who don't know how much is left.
• Test on mobile. Surveys are often filled out on phones — make sure each slide looks good at narrow widths.

Related articles

• Forms versus surveys: which one to use
• Conditional logic: showing fields, jumping slides, disqualifying responses
• Styling and theming forms and surveys