Optimizing Your Survey with a Customized Footer

When creating a new survey, users are automatically given access to upgraded footer options that improve both the look and functionality of their surveys. If you're working with an existing survey, the original footer design will stay in place unless you choose to switch to the new footer style.

Real-Time Preview Feature
As you make changes to your survey, the real-time preview allows you to instantly see updates, ensuring immediate visual feedback and the ability to tweak the design on the spot.

Step-by-Step Instructions for Using the New Footer Customization

To fully leverage the updated footer features, follow these steps:

1. Access the Survey Builder:
From your CRM Dashboard, navigate to the “Sites” tab and enter the survey builder section.

2. Activate Footer Customization:
In the "Styles & Options" menu of the survey builder, toggle on the footer option. This will enable access to the footer customization tool.

3. Personalize the Design:
Customize the appearance of your survey by adjusting themes, backgrounds, fonts, progress bars, button colors, and button placement to fit your desired look.

4. Real-Time Adjustments:
As you modify the survey, use the real-time preview tool to view your updates instantly. This allows you to refine your design quickly.

5. Finalizing Your Design:
For new surveys, the advanced footer customization is on by default. If you're editing an existing survey, you can choose to switch to the new footer design at any time.

Tips for Maximizing Customization Options

To make the most of the new footer customization, consider these best practices:

• Consistency with Branding:
  Ensure your survey design aligns with your brand’s colors, fonts, and themes to create a professional and cohesive look that enhances recognition.

• Focus on User Experience:
  Make sure your survey is easy to read and navigate. Select accessible color schemes, readable fonts, and clear progress bars to guide respondents smoothly through the survey.

• Refine Based on Feedback:
  Gather feedback from respondents and adjust your survey design over time to improve response rates and user satisfaction.

Frequently Asked Questions

• Q: Can I update an existing survey to use the new footer?
  A: Yes, you can apply the new footer style to existing surveys, although by default they will retain their original design unless updated manually.