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This video will show you how to customize a Survey in the Engage lab. Select “Create” to start new, or choose to “Re-Use” the Survey template.

In the Engage lab, select “Create” on the left, or “Re-Use” beneath the Survey template to customize your own.

In this order…

  • First, enter basic survey info: Title, image, description or instruction.
  • Next, create survey questions: Customize the questions & response type.
  • Add final additional info: Schedule, branding elements, social content.
  • Distribute! Immediately or at a later time.

Once you have created your survey, you can attach the link in your communications and begin curating lists of contacts.

How to create a Survey from IntellaSphere on Vimeo.

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