Setting Up Survey Questions Page

In the previous email, we spent some time in the Presentation edit area of the Sales Funnel. Now we are going to focus on helping you setup your Survey Questions through the Enter Details page (third page of the Funnel).

This email will take you 7 minutes and 45 seconds to read and take action on.

You may wish to watch the video related to the Sales Funnel Setup by clicking on this link: Survey Engine Setup

Here are the exact steps to see all of the above on your Computer, a Mobile Browser, and via the Mobile App.

The following instructions are assuming that you have already logged into the system using your login details.


In order to go to the configuration section of your Sales Funnel, click on Website Setup > Page Editor. Then, in the Page Editor, click on the Enter Details link under the SALES FUNNEL section. If you are already inside the sales funnel area, select the Enter Details option from the drop-down menu in the Edit Page section at the top right.


Via Computer

Assuming that you are already inside the Enter Details page edit interface, following the above instructions.

Step 1: Enter the basic details (as explained in the previous tutorial), i.e. Title, Meta and Meta Keywords.

Step 2: Click on the View/Edit Survey Questions button to let the system take you to the Survey Setup page.

Step 3: In the Survey Setup page, you can either select an existing Survey from the drop-down list or create a new one by clicking on the Add button. The system will auto-populate the fields based on the option chosen.

Step 4: Enter the basic Survey details, i.e. Notes, Meta Title, etc. and then click Update to save the changes.

Step 5: Click on the Edit Survey Page Content to enter/design the content which would be displayed below the Survey. This is an optional feature, which means you may or may not prefer to add any content after the survey.

Clicking on this button will bring up the Content to Show AFTER Survey Page Content window where you can design your content in the editor in the similar process as you have designed the previous pages in the funnel.

You will also be able to decide to Show Only this Content on Survey Page?. If Enabled, this will hide the actual content which you will be entering for the Enter Details page later. Once done, click on the Save button below.

Step 6: Next comes the Contact Details To Collect section. Here you need to Enable/Disable the fields for the Data Collection (general/contact details) in the survey and set the Mandatory fields as per your requirements.

Note: If you do not find the field you are looking for, then click on the View Hidden Fields link below to check more items. Click on the corresponding Show/Hide icon to manage the display of the items in the survey.

Step 7: Type in your Survey Questions and set their respective Answer Types from the drop-down list. For the Default or an existing survey, you may edit the Survey Question as well its corresponding Answer Type.

Step 8: Click on the Show Answers button to display the section where you can do all of the following;

  1. 1. In order to make the question mandatory to be answered, check on the Answer Required box.2. Type in a suitable answer or option in the text-box below the Answers for Question column.
  2. 3. Set the order of appearance in the Sort Order column. You may wish to edit the default value as desired.
  1.  
    1. Click on the Edit Action icon to open the panel to set the specific action to be triggered upon selecting the answer. Set the details of the action from the respective drop-down list and then click on the Save button.
        • Subscribe To: The user would get subscribed to the selected series upon choosing an answer.
        • Unsubscribe From: The user would get unsubscribed from the selected series upon choosing an answer.
        • Priority: Set the priority of the action, if you have multiple actions set for this answer.
        • Contact Category: Categorize the contact type based on the answer they select.
        • Redirect URL: The user would be redirected to the URL that you enter here upon choosing an answer.
        • Next Survey: The user would get redirected to the selected survey upon choosing an answer.
        • Next Landing Page: The user would get redirected to the gateway page upon choosing an answer
 

If you wish to remove an answer from the list, click on the icon next to that under the Delete column. To add a new answer, click on the Add Answer button. This will include a blank row where you can enter the details.

Step 9: To add more questions to the survey, click on the Add Question button below and enter the details in the blank fields. In order to remove the entire question setup, click on the Delete All Questions button.

Step 10: Once you are done setting up the survey(s), now its time to go back to the Enter Details page and complete the rest of the process. Assuming that you are inside the Enter Details page, carry on with the following steps:

      1. Enter the content to be displayed at the top of the page in the web-editor. Design the content by using the tools and macros that fits your requirements. For the list of macros, click on the Available Macros link above the editor. If you already have the HTML content ready, you can enter the same in the Source tab in the toolbar.

      1. Monitor the changes you have made (before you save the page) by clicking on the Preview button in the Edit Page Section (top right). If you are satisfied with the edits, click on the Update button to save the changes.
 

Via Mobile Browser

From your mobile browser, click on the menu (3 horizontal lines) at the top right corner to expand the list and then click on Website Setup > Page Editor. Next, click on the Enter Details link and follow the steps below;

Step 1: Enter the basic details (as explained in the previous tutorial), i.e. Title, Meta and Meta Keywords.

Step 2: Click on the View/Edit Survey Questions button to let the system take you to the Survey Setup page.

Step 3: In the Survey Setup page, you can either select an existing Survey from the drop-down list or create a new one by clicking on the Add button. The system will auto-populate the fields based on the option chosen.

Step 4: Enter the basic Survey details, i.e. Notes, Meta Title, etc. and then click Update to save the changes.

Step 5: Click on the Edit Survey Page Content to enter/design the content which would be displayed below the Survey. This is an optional feature, which means you may or may not prefer to add any content after the survey.

Clicking on this button will bring up the Content to Show AFTER Survey Page Content window where you can design your content in the editor in the similar process as you have designed the previous pages in the funnel.

You will also be able to decide to Show Only this Content on Survey Page?. If Enabled, this will hide the actual content which you will be entering for the Enter Details page later. Once done, click on the Save button below.

Step 6: Next comes the Contact Details To Collect section. Here you need to Enable/Disable the fields for the Data Collection (general/contact details) in the survey and set the Mandatory fields as per your requirements.

Note: If you do not find the field you are looking for, then click on the View Hidden Fields link below to check more items. Click on the corresponding Show/Hide icon to manage the display of the items in the survey.

Step 7: Type in your Survey Questions and set their respective Answer Types from the drop-down list. For the Default or an existing survey, you may edit the Survey Question as well its corresponding Answer Type.

Step 8: Click on the Show Answers button to display the section where you can do all of the following;

      1. In order to make the question mandatory to be answered, check on the Answer Required box.
      2. Type in a suitable answer or option in the text-box below the Answers for Question column.
      3. Set the order of appearance in the Sort Order column. You may wish to edit the default value as desired.
      4. Click on the Edit Action icon to open the panel to set the specific action to be triggered upon selecting the answer. Set the details of the action from the respective drop-down list and then click on the Save button.

If you wish to remove an answer from the list, click on the icon next to that under the Delete column. To add a new answer, click on the Add Answer button. This will include a blank row where you can enter the details.

Step 9: To add more questions to the survey, click on the Add Question button below and enter the details in the blank fields. In order to remove the entire question setup, click on the Delete All Questions button.

Step 10: Once you are done setting up the survey(s), now its time to go back to the Enter Details page and complete the rest of the process. Assuming that you inside the Enter Details page, carry on with the following steps:

      1. Enter the content to be displayed at the top of the page in the web-editor. Design the content by using the tools and macros that fits your requirements. For the list of macros, click on the Available Macros link above the editor. If you already have the HTML content ready, you can enter the same in the Source tab in the toolbar.
      2. Monitor the changes you have made (before you save the page) by clicking on the Preview button in the Edit Page Section (top right). If you are satisfied with the edits, click on the Update button to save the changes.

Via Mobile App

Step 1: On the home page, click on the menu (3 horizontal lines) at the top left corner to expand the list.

Step 2: Click on the Backoffice menu to login to the Web Back Office. You will be redirected to the Mobile Browser view of the system. Navigate to the Page Editor and click on the Enter Details link.

Step 3: Enter the basic details (as explained in the previous tutorial), i.e. Title, Meta and Meta Keywords.

Step 4: Click on the View/Edit Survey Questions button to let the system take you to the Survey Setup page.

Step 5: In the Survey Setup page, you can either select an existing Survey from the drop-down list or create a new one by clicking on the Add button. The system will auto-populate the fields based on the option chosen.

Step 6: Enter the basic Survey details, i.e. Notes, Meta Title, etc and then click Update to save the changes.

Step 7: Click on the Edit Survey Page Content to enter/design the content which would be displayed below the Survey. This is an optional feature, which means you may or may not prefer to add any content after survey.

Clicking on this button will bring up the Content to Show AFTER Survey Page Content window where you can design your content in the editor in the similar process as you have designed the previous pages in the funnel.

You will also be able to decide to Show Only this Content on Survey Page?. If Enabled, this will hide the actual content which you will be entering for the Enter Details page later. Once done, click on the Save button below.

Step 8: Next comes the Contact Details To Collect section. Here you need to Enable/Disable the fields for the Data Collection (general/contact details) in the survey and set the Mandatory fields as per your requirements.

Note: If you do not find the field you are looking for, then click on the View Hidden Fields link below to check more items. Click on the corresponding Show/Hide icon to manage the display of the items in the survey.

Step 9: Type in your Survey Questions and set their respective Answer Types from the drop-down list. For the Default or an existing survey, you may edit the Survey Question as well its corresponding Answer Type.

Step 10: Click on the Show Answers button to display the section where you can do all of the following;

      1. In order to make the question mandatory to be answered, check on the Answer Required box.
      2. Type in a suitable answer or option in the text-box below the Answers for Question column.
      3. Set the order of appearance in the Sort Order column. You may wish to edit the default value as desired.
      4. Click on the Edit Action icon to open the panel to set the specific action to be triggered upon selecting the answer. Set the details of the action from the respective drop-down list and then click on the Save button.

If you wish to remove an answer from the list, click on the icon next to that under the Delete column. To add a new answer, click on the Add Answer button. This will include a blank row where you can enter the details.

Step 11: To add more questions to the survey, click on the Add Question button below and enter the details in the blank fields. In order to remove the entire question setup, click on the Delete All Questions button.

Step 12: Once you are done setting up the survey(s), now its time to go back to the Enter Details page and complete the rest of the process. Assuming that you inside the Enter Details page, carry on with the following steps:

      1. Enter the content to be displayed at the top of the page in the web-editor. Design the content by using the tools and macros that fits your requirements. For the list of macros, click on the Available Macros link above the editor. If you already have the HTML content ready, you can enter the same in the Source tab in the toolbar.
      2. Monitor the changes you have made (before you save the page) by clicking on the Preview button in the Edit Page Section (top right). If you are satisfied with the edits, click on the Update button to save the changes.

 


Until our next lesson!
Let’s get smart!
SmartTools Support and Training Crew
Need help? Email support@netleaders.com with “SmartTools” in the subject line


 

PS: If you want to jump ahead and learn more, you can see the entire training series by clicking here: Tutorial.