Getting Started With Ivorey™ Surveys
Before you steam ahead setting up your survey, here's some good-to-know information that will ensure you understand how surveys work in Ivorey™, and whether a survey is the right fit for your needs.
Learn the basics of surveys
Learn the basics of surveys
Surveys are a great replacement for Google Forms. While they are very similar to the forms feature inside of Ivorey™, surveys allow you to spread out your questions on individual slides, which can help to create a great user experience and keep your leads engaged.
What information can I collect in a survey?
What information can I collect in a survey?
You can collect both standard information and customise your own questions to receive the information you need from your clients or leads! These include:
First Name
Last Name
Address
Phone Number
Date of Birth
Payment
Website
Dates
File Upload
Signature
Customise your questions using text boxes, drop down options, and checklists/tick box answers
Customise your survey by adding headings, text, terms and conditions, images
How To Create A Survey: A Step-By-Step Guide
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.
Create your survey and customise the design
Build a survey workflow (to automate what happens after submission)
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍