Create a survey

Article author
Bryan Garcia

WordFly survey pages allow you to collect subscriber feedback. Send a post-show or event follow up survey, collect customer service information, or use the form in any number of ways. Publish your Survey Pages and watch event responses load in the Results page, then export your data as a CSV file to review data across all participants.

 

Survey basics

When you create a new page, multiple files are saved into a media folder for that page. A Survey page set consists of two HTML pages + CSS files:

  • Form
  • Confirmation
  • The Submit block is required for the page to post data. This form block can be moved around in the design but cannot be deleted.
  • After a form is published, deleting any form fields in your page will delete collected results. This cannot be undone. Hide form blocks instead.
  • Tracking survey responses
    There are two Public URL options: One to tie responses to subscribers for an email and one to collect anonymous responses. 
  • Review survey results
    The Results page will display real data after the pages are published and have collected responses. Open the Download drawer to export a CSV file. 

 

Create a survey

Go to Pages > Create a Page to create a new survey.

pages-icon-survey.png

 

1. Give your Survey a name and click Continue. It cannot be renamed after it is created.

 

2. From the Settings tab, select the Edit button for the Form page.

 

3. Build your Survey form

  • Any form block can be shown or hidden for mobile or desktop.
  • Any form block can be hidden in the Page design when the Survey is complete. Deleting it will delete the response data. Learn more
  • Set up your styles under Stylesheet > General Styles or All Blocks to set the design across each page set.
  • Click Browse Pages to link to other pages.
  • Save your changes periodically as you work.

 

4. Test your Survey in the editor using full screen mode.
 

Open the full screen mode by clicking the arrow down the center of the editor. In this mode you will be on the default view state and can fill our the form from start to end.

 

5. Click Save after edits. Click Exit to leave.

 

6. Click Edit for Confirmation to continue designing (if needed).

 

 

Survey Settings tab

 

You can test your Survey using the Testing URL. Use this URL within your organization to test your page in multiple browsers before you publish it. Fields can be filled out, but the data will not be saved.
Click on the Publish button to make your pages live. Confirm you would like to make your page set live by clicking Yes from the confirmation dropdown notification.
Once a page set is published, any edits (saved changes) will be available on your public page after clicking Sync.
To disable a live page set click on the Unpublish button from the Survey Settings page or the Pages grid. Once a page is unpublished the public link will no longer be available and a default unavailable page will display if the link is accessed. 

 

The Public URL is the URL your subscribers will see. Copy the correct Public URL to tie responses to subscribers for an email or collect anonymous responses. Any data entered from the public URL will be saved and accessible from the Survey Results page.

 

 

Deleting pages or form blocks

  • Deleting form fields in your page will delete collected results. This cannot be undone. Hide form blocks instead.
  • Deleted pages cannot be recovered. 

 

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