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eGO AcademyReal Estate Software How to create surveys

How to create surveys

The application manager has the possibility to create surveys with just a few clicks.

To do so, take following steps:

 

Click the ‘More’ tab, then click ‘Surveys’;

1

 

To create a survey, click ‘Create Survey’ on the right sidebar; 2

 

A new window will open. Complete the survey with all the necessary information.

The most important data is:

Name: Choose the title of the survey;

3

 

Notification Email: Choose the email where you want to receive the answers to your survey;

4

 

Then just add the questions to your survey with a click on ‘Add question’;

5

 

For each question it is necessary to fill in the following spaces;

Question type: Choose the format of the question;

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Category: Choose the Group/Section where the question will be inserted;

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Page: If you want to organize your survey in several pages, you can choose the number of the page in which the question will appear;

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After filling in all the information necessary, click Save question’. This process can be repeated as many times as you would like;

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After adding all the questions that you want on your survey, then click the Save survey’ button;

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The survey created will be saved in the Surveys’ tab.

If you want to edit this survey or if you wish to view its final presentation, take the following steps:

Click the name of the survey to edit it;

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To view the final presentation, copy the survey link and paste it in your browser;

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Now, you are able to see and test your survey in your browser.

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To learn how to send surveys, search for the ‘How to Send Surveys’ theme.

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