Managing Surveys

Welcome to Link2Surveys, an online multi-step form with programmable flow that submits directly to your Act! database via the Web API. Survey submissions are inserted as History linked to a Contact that matches their contact details. And in case a contact does not exist, it automatically creates a new Contact along with the submission data.

First Time Setup Guide
Our setup guide can help you go through the necessary steps to configure and create your first form. Read more...

Survey List View

The first screen you see when you go to Link2Surveys from Linktivity main menu is the Survey List View. On this page you will see a list of surveys you have created, their status and action options represented by icons. Enabled status indicates that the survey is accepting new submissions.

Action Options

On the left of each form entry you will see a set of clickable icons to perform actions to the corresponding survey.

  • View the survey in a new browser tab.
  • Displays all submissions and reports in a list of formats including different KPIs and charts. These results can be filtered by date and sorted by columns as needed. All results can be printed or exported to various formats like PDF, CSV, Excel, Word and others.
  • Allows you to edit your form or survey.

Copy Link
Copies the survey link to the clipboard, which allows you to paste it elsewhere to share the link.

Duplicate Survey
Allows you to create a new survey using the same questionnaire data as the one being duplicated from, but a new survey name and URL will be created. This is useful for cases where it would take less time to edit a similar form than create a new one.

Delete Survey
Allows you to delete the survey. Please note that this action is irreversible.

Creating a New Survey

To create a new survey, press the [New] button, provide a name for the survey and press [Create Survey] button to process.

As a survey is created, Linktivity will also create a group on your Act! database where every contact who submits this survey gets automatically added into the group. This is useful for follow up and automatic marketing.

You could opt out from creating a group by unchecking the [Create and link a group to this form] option.

Creating a survey for the first time may take a while. Once it finishes you will be redirected to the editor page where you could further customize the survey.

^^ Last revised: 2023.10.02

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