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The Survey Plugin allows you to create surveys and feedback forms that can be shared with your students to receive feedback. Additionally, admins can also download survey results, and link surveys to website pages and attach a survey to a course.

In this article, you will find a step-by-step guide to create, share, fill a survey form.

Please note that ‘Surveys’ is a Prime feature. To get it installed, please contact your CRM Lead.

Creating a Survey

  • Navigate to the website and log in as an Admin.

  • Click your profile picture on the top right corner and select My Account.

  • In the left menu, click on ‘Surveys’ plugin

  • Click on ‘New Survey’ button to create a new feedback survey

  • Add the title of your survey in title field as shown in the image below.

  • Select Type as ‘Feedback’ from the type dropdown

  • To add a question, you must add a group first. To add a group, click on ‘Add group’ button

Your survey will have as many pages as the number of groups you add while creating it. Each group represents one page. Students have to answer the first page and then click the Next button to move on to the next page.

  • Enter the group name as shown in the image below.

  • Click on ‘Add question to group’ button add a question on the form

  • Enter the question in the text editor given on the form.

  • Choose the type of answer required from students/trainer for the question you have added.

  • The available options are:

    • Radio Button Group: Student/Trainers will have multiple choices for the answer. They can choose accordingly

      • If you have selected Radio Button format in the previous step, click + to increase the number of options and click - to decrease the number of options.

    • Text area: Student/Trainers will have to enter their answer in text form

  • Specify if answering the question is optional or mandatory by selecting the required option from the dropdown list.

  • Repeat the above steps to add more groups and questions to your survey. Please see the image below for your reference

  • After you have added all your questions to the form, click on ‘settings’ tab

  • In the Has expiration field, specify if your survey has an expiry date. If you select Yes, then select the date range for which you want to display the survey on your website from the Display range dropdown calendar.

  • In the Display per group field, specify if you want the survey to be displayed per group i.e different page

  • In the Store answers field, specify if you want o save the answers given by people who fill out the survey.

  • In the Show Thank you field, specify if you want a thank you message to be displayed after a person has completed the survey.

  • Select the page that you want to set as the thank you page for the survey from the Thank you page dropdown list.

  • Click Save/Save & Exit.


  • Your survey will be created.

  • You can preview your survey in a new tab

  • You can share the survey link to a contact by using ‘Messaging’

  • Feedback answers will be stored when a contact fills a survey form

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