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How to setup a basic survey form

Chiayee avatar
Written by Chiayee
Updated this week

A survey form is a tool for gathering feedback, opinions, and data from your members. It allows you to:

  • Collect valuable customer insights and preferences

  • Measure satisfaction levels with products or services

  • Gather feedback on specific campaigns or initiatives

  • Conduct market research for new offerings

  • Engage with members while rewarding them with points

In this article, you'll learn how to create a basic survey form. For other business needs, you may need to configure additional advanced settings.

Step by Step Guide

Part 1: Configure Smart Form settings

  1. Navigate to the Smart Form page

  2. Select Standard form type

  3. Enter a title to name your form

  4. Add report email address(es) where form submissions will be sent (e.g., store manager, admin)

  5. Set up thank you message or URL (optional) for after member’s submission

  6. Write a clear form description explaining the purpose

  7. Configure data storage preferences:

    • Tick "Email only" if you do not need data stored in Eber

    • Leave unticked to store data in Eber system

    1. Set points earning (optional for points to be awarded for submission)

Part 2: Create Questionnaire

  1. Scroll down to locate the Create button to access form builder

  2. Give your question a title under Name

  3. Describe the purpose of asking the question

  4. Add form fields using various field types:

    • Text Field: For short answers, names, or comments

      Example: "Please provide your feedback about our service"

    • Number Field: For numerical inputs

      Example: "How many people will attend the event?"

    • Date Field: For calendar selections

      Example: "Please select your preferred appointment date"

    • Dropdown List: For predetermined options

      Example: "Select your preferred product category:

      • Electronics

      • Clothing

      • Food & Beverage

      • Home & Living"

    • Multiple Choice: For selecting one or multiple options

      Example: "Which of our services have you used? (Select all that apply) □ Delivery □ Installation □ Maintenance □ Customer Support"

    • File Upload: For document or image submissions

      Example: "Please upload your receipt for verification"

  5. Decide if you have a sequence for your questions under Sorting

Check out a sample survey walkthrough here:

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