To create a survey

1. Go to the Campaigns module.
   
2. Click the Add (+) icon and choose Zoho Survey.
   
3. In the  Create Campaigns page, do the following:
   
   • In the Survey Details section, select the Survey Department from the drop-down list.
     
   • Select the  Survey Type from the drop-down list.
     
     You can either  Associate Existing Survey or create a  New Survey.
     
     • To associate existing survey, do the following:
       
       • Select Associate Existing Survey from the Survey Type drop-down list.
         
       • Choose the survey from the Survey drop-down list.
         
     • To create a new survey, do the following:
       
       • Select New Survey from the Survey Type drop-down list and choose Blank Survey, Template Gallery, or Copy from Existing.
         
       • Enter the New Survey Name.
         
4. Enter the Campaign and Description Information and click Save.
   
   You will be redirected to the Zoho Survey page.
5. Build a survey by adding questions and appropriate responses.
   
   
   
6. Go to the Launch tab and click Publish.
   
   

Update Campaign Member Status

The campaign member status defines the status of the leads or contacts who are part of the campaign.
Note that the lead status is different from the Campaign Member Status.

To update Campaign Member Status

1. In the Record Detail page, go to the related list and choose Leads/Contacts.
   
2. Hover over the lead/contact and click the Edit icon.
   
3. Select the Member status from the drop-down list and click Save.
   

Filter records

You may have associated many leads/contacts to a campaign and it can be difficult to find one particular lead/contact. You can use the filter to sort the records by specifying the appropriate conditions.

For example, you have sent the survey to 100 leads and want to invite only those who completed the survey for a 'product demo'. Using filters you can specify the condition, Service status is Completed and apply. 

To filter records

1. Click the Filter icon.
   
2. Specify the criteria.
   
3. Click Apply.
   The records matching those criteria will be displayed.
   You can click Clear to discard the applied filters.