📄 Forms and Surveys
Last Updated December 20th, 2024
This article introduces DealTrail’s Forms and Surveys tool, designed to simplify data collection and customer feedback. With a customizable form builder, survey creation, and automation features, it helps businesses streamline workflows, engage customers, and gather valuable insights to drive better decisions.
DealTrail’s Forms and Surveys is a powerful tool designed to simplify data collection and customer feedback management. Whether you’re gathering contact information, conducting surveys, or setting up questionnaires for leads and clients, DealTrail’s intuitive form builder enables you to create custom forms and surveys effortlessly, helping you streamline your workflow and gather insights that drive business decisions.
Key Features of Forms and Surveys:
• Customizable Form Builder:
DealTrail offers an easy-to-use, drag-and-drop form builder that lets you create personalized forms to fit your needs. Choose from various field types, such as text inputs, dropdowns, checkboxes, and more, and tailor them to your business goals.
• Survey Creation:
Build multi-question surveys with a variety of response types (e.g., multiple choice, text, ratings) to gather in-depth feedback from customers. This feature helps businesses assess customer satisfaction, improve services, and gain valuable insights into user preferences.
• Conditional Logic:
Use conditional logic to create dynamic forms and surveys. Show or hide certain fields based on previous responses to guide respondents through the form, making it more engaging and personalized. This helps to reduce form abandonment and improves the user experience.
• Multi-Step Forms:
Break down long forms or surveys into multiple steps to avoid overwhelming your respondents. Multi-step forms enhance user experience and increase the likelihood of completing the process.
• Automated Data Handling:
Once a form is submitted, data is automatically stored in your CRM, where you can review it, track the status, and integrate it with other business workflows. This automation ensures data accuracy and reduces manual data entry.
• Embed Forms and Surveys:
Embed your forms and surveys directly into your website, landing pages, or social media platforms to capture responses from a wide audience. You can also generate shareable links to make it easy for respondents to access and fill out forms.
• Real-Time Notifications:
Get instant notifications when a form is submitted, ensuring that you never miss an opportunity to follow up with a lead or respond to a customer. Real-time alerts keep your team informed and on top of every submission.
How Forms and Surveys Work:
1. Create Your Form or Survey:
Access the Forms and Surveys builder in the DealTrail dashboard and select the type of form or survey you want to create. Customize fields, add conditional logic, and set up multi-step processes as needed.
2. Embed or Share:
Once your form is complete, embed it on your website or landing pages, or share the unique URL through email or social media to start collecting responses.
3. Collect Responses:
As responses start coming in, DealTrail automatically captures and organizes the data. Use filters to analyze responses, and leverage the information for segmentation or follow-up actions.
4. Automate Follow-Ups:
Based on form submissions or survey responses, trigger automated follow-up emails, SMS messages, or task assignments to your team. This helps maintain consistent communication with leads and clients.
5. Analyze and Optimize:
Review form and survey data through detailed analytics. Identify patterns, track performance, and optimize future forms and surveys to enhance data collection efforts.
Why Choose DealTrail’s Forms and Surveys?
• Simplify Data Collection: Quickly build forms and surveys that capture the data you need with no coding required.
• Automate Workflows: Automatically integrate form data into your CRM and set up follow-up automations, reducing manual labor.
• Engage Respondents: Use conditional logic and multi-step forms to provide a personalized and engaging experience for your audience.
• Gain Insights: Leverage survey responses to gather valuable feedback and insights that inform business decisions and strategies.
DealTrail’s Forms and Surveys tool helps you streamline data collection, improve customer engagement, and automate follow-up processes—all from a single platform. Whether you’re gathering lead information, conducting customer satisfaction surveys, or creating complex forms for specific campaigns, DealTrail’s intuitive form builder makes it easy to collect and manage data effectively. Start using DealTrail’s Forms and Surveys today to enhance your data collection process and drive better business outcomes!