Build Your Survey

The Survey builder is fairly straightforward; have fun playing around with it. The questions we need (and feel free to modify it) are:

• Your name
• Company name
• Your financial advisor
• What went well?
• What can be improved?
• On a scale of 1-10, how satisfied are you with your advisor’s reliability, friendliness, and overall service?

Familiarize yourself with the various data types for questions you can add to the survey. Remember, when you integrate a survey with CRM, you will have to match data types.

Question Type Help in Surveys