Making a survey in HubSpot is an excellent method for collecting important feedback from your clients and potential customers. In this guide, we’ll walk you through the steps needed to create a survey in HubSpot, detailing every part of the process.
Step 1: Log in to Your HubSpot Account
To create a survey in HubSpot, you need to log in to your HubSpot account. Once you are logged in, navigate to the “Marketing” tab and select “Forms & Surveys” from the drop-down menu.
Step 2: Create a New Survey
Click on the “Create Survey” button to start creating your survey. You will be prompted to enter a name for your survey and select a template or create a new one from scratch.
Step 3: Add Questions to Your Survey
Once you have selected a template or created a new one, you can start adding questions to your survey. HubSpot offers a variety of question types, including multiple-choice, open-ended, and rating scales.
Step 4: Customize Your Survey
After adding your questions, you can customize the look and feel of your survey by changing the background color, font style, and other settings. You can also add a thank-you message for respondents who complete the survey.
Step 5: Publish Your Survey
Once you are satisfied with your survey, click on the “Publish” button to make it live. HubSpot offers several ways to share your survey, including embedding it on a website or sharing it via email or social media.
Step 6: Analyze Your Survey Results
After your survey has been completed by respondents, you can analyze the results in HubSpot. You can view the responses to each question and export the data for further analysis or reporting.
Conclusion
Creating a survey in HubSpot is a simple and effective way to gather feedback from your customers and prospects. By following these steps, you can create a survey that meets your needs and provides valuable insights for your business.
