using survey to create an online application (KYC form)
Hi, I am trying to create an online corporate application, similar to a bank or trade account application or KYC. Using the survey to create that was straightforward. Now once that survey is returned, our compliance department needs to vet these submitted applications via a separate RISK form. Any suggestion(s) on how best to have the KYC form response be either linked with or part of the RISK form. Thankstrack by name or email address
currently the survey is tracked by ip address. However, if you have no idea who the ip address belongs to, how can you tell who answers the survey?survey email adresse of end user and email to these user with their different report
Dear zoho, In my event my team make survey Form: - customer email address - customer behavior - customer house, car... Can i send pdf survey report to customer right now after survey? And how? Step by step? Manual or automatic? I need Mailchip account? Note: each pdf report for each survey/customer is different. Other, when i buy Premium account, how much devices can my team use to install zoho form applicatiom and survey? Thank so muchZoho Survey to CRM integration not adding new leads
I have a survey set up to capture information from new leads as well as some returning visitors. I integrated the survey before pushing it live and selected the Add/Update Record option. I just checked the survey results and there are new users that have completed the survey but I cannot find a record in CRM for them. The CRM integration has worked fine on other surveys I've created, please advise as to why this one isn't working.Rank order question
Please add one. Every other survey software has this type of question. Thank you.Outging emails
I was not aware of outgoing emails limit. I suppose my email account is automatically blocked. Can you please unblock it as I will take care in future for email limits. Regards Dr. Saleem Siddiqi SIDDIQI [dot] LaoJee dot comchange image when I post link on Facebook
Hi- when I post a link to a survey on Facebook, it puts a large ZOHO work. online. image with the link... how do I change that image to one that I want? Thanks!Add ability to style font for page title and descriptive text
When creating themes, it is possible to style the font for the following properties: survey title, question text, choice text, choice hover, text field and button. Please add the ability to style the font for the page title and for descriptive text.How do i close my account?
Try downgrading my subscription but it just stuck there.Embedding Survey Into Web Page without iframe or pop up
I'd like to embed my survey into my web page without using an iframe or having it be a pop up window. When I use the JavaScript Embed code that is provided it still gives me a pop up window survey. Is there a way to embed my survey into my site without it using an additional pop up window?Zoho Survey Not displaying
Hello, I have created a copy of two surveys. One with integration with ZOHO CRM and one without integration. The survey that has integration is set up to feed new customers directly into our CRM contacts module after they complete the survey. I have mapped the fields in the CRM to the fields in the survey. The issue is that once I enable integration, the survey does not display and only displays a blank white page. ZOho Test Survey - this page only appears blank to me and I can not see the surveyquestion logic at the end of the survey, based on question answers on earlier pages
I want to logic into my survey (at the end on the last page) and would like to add a question logic, using a particular answer entered in a previous page or based on an incoming parameter. Eg, if the answer for question A on page 1 was equal to 'A', I want to insert an extra question at the end of the survey (on the last page) How can this be done? Thank youOn Collector's Logic
I have a big doubt between collector's logic and Default termination in ZOHO SURVEY.. Well I used the settings of Collector's logic Logic 1: If Collector XX then show Custom Message (XX-my Survey form name) Logic 2: If Collector XX then show Respondent's Response Still this Logic is not applying, It still goes in according to "default termination" options!!?!! Wondering what is the application of collector's logic Please help Comprehending my task Step 1: Collect the SurveyEmbedded Video and Automatic Summary Results?
Hi all! Is there a way to add/embed videos into the survey pages? Also, once a respondent has completed the survey can they receive an automatic summary of their answers? Thanks!Access to incomplete surveys
Hi, How can I allow respondents to access unfinished surveys and complete them without restricting the survey to one computer or one URL?demographic-question/module
can you please clarify if i use the demographic question to ask the user to enter names and details of others in a company, will can this be piped back into the zoho crm?Data validation within a survey
is there a way to have data validation (text in field 2 is not equal to field 1) within the survey? for example, we are asking for the company's legal name, which can be different than a trade name. is there a way for me to do this?Please add "N/A" option for all questions
Hi Zoho, please add a "N/A" option for all or many of the questions types. Currently only ranking question has this option, but this is needed for all types of survey questions. (star rating, choice, matrix choice...)Previous Survey Missing
I had a survey which I previously sent out, but seem to be missing. When I go to the Zoho Survey, it asks me to create my first Survey, which I already did. I closed the survey, but I would like view the results of that survey. Any help will be appreciated.Change display image when I post on line
When I post my survey link on line, it puts a big ZOHO logo and the words "Please take this survey. Your response is important!" How do I change those words and put a different image? THANKS!Moving a survey from my portal to company portal
Is it possible to move a survey (with a max of 15 questions) from my portal to the company's portal?? I am looking forward to your reaction, thanks in advance. CharlotteLogo Sizing in Survey
How can I change the size of my logo in the header portion of my survey? It's not allowing me to move the "slider" where it indicates the size of the logo.How can I change Background Color and Font color of CAPTCHA form element?
Is there a way to adjust the styles governing the CAPTCHA element? I would like to: - Change background colour or set to transparent - Change font family, size and color - Control alignment (center, left, right) - Control padding/margin of cell/divSend UserScore to CRM via Integration
I'd really like to track the User Score for a specific survey in the CRM through the CRM integration settings where the survey respondent is a new visitor. This information is already available in the survey email triggers. But there is no way to send it to the CRM. In this case, the survey link is NOT sent from the CRM and survey results are not posted to the survey section of the CRM..Mapped Drop List in Survey is not Populating in CRM Lead View
Problem: New drop list survey elements are not populating in the CRM as mapped. I have: added several new drop-lists to my survey added question logic to display one of 7 drop-lists based on selected value of initial drop-list. mapped all drop-lists to separate CRM lead view custom fields (drop-lists). checked the mapping of all survey drop-list list values to corresponding CRM custom field list values Prior to these additions ALL form fields were mapping and populating correctly. I have otherHow can I reduce the vertical space between questions?
How can i adjust the vertical space between input fields of a form? it seems that fields included in the demographic "group" are spaced closer together than those added separately (sliders, drop boxes, etc) Consistency in styling is important to me... is there a way to edit the table (or div) cell padding/margins?Slider element label text for final value wrapping incorrectly in tablet mode
I've noticed the slider text value for the extreme right value (highest value) is wrapping in tablet mode where as all other values (lowest/left) and center/mid remain in their correct positions. I believe this to be a bug. See image.Why is there so much empty space at the top of my survey form (Title and Logo set to "hide")
Why is there so much empty space at the top of my Survey form when I set the Logo, Title and Progress bar to "hide".... Even with form border set to 0 in customization the space is still there. Example:CHANGE URL - OFFLINE SURVEY
Hello All, The survey URL (survey.zohopublic.com) did not work for past 12 hours and we are negotiating with the IP providers to fix the issue. Kindly change the URL of the survey from "survey.zohopublic.com" to "public.zohosurvey.com" for Online and Offline surveys. Example : Offline survey link : https://survey.zohopublic.com/offline/pPy2YJ. Modified offline link : https://public.zohosurvey.com/offline/pPy2YJ. NOTE : Users who used Offline surveys and collected responses to it, please giveOne field from Survey-CRM Intergration not populating in CRM
I have a strange issue where one (1) of about 40 mapped survey-crm integration fields is not populating with data. The data submitted is saving in the Survey system. It is visible in the report (all and individual). There are no sync errors, and I can confirm other data is being updated successfully by the CRM SYNC. In the image below (snippet from CRM-Leads) ALL fields are populated by data via the Survey-CRM integration... however, one field does not populate as mapped. The field remains empty.Slider values not STICKY for returning visitors (on page/iframe reload)
I have a survey that is set to remember and repopulate answers for returning visitors. On regular forms fields such as name, email, demographic, dropbox etc all values are "sticky" when a visitor returns to the page. However, slider values do not appear to be sticky. In my below video example I have a slider with a DEFAULT / INITIAL value of 4 While completing the survey (as a visitor) I change the slider value to 7 and click next.... then I click previous to confirm the value was sticky. To mimicEmail Trigger - Please add complete toolbar for content control
Would it be possible to add the full toolbar to the Email Trigger content editor? I would find this particularly helpful as it would allow me to use common styles for all outgoing messages from my company. Current Email Trigger Editor: Requested ADVNACED Editor (currently used in Zoho's Community Forum) *note the additional toolbar options.Choice Hover Background Color Resets to everytime survey is edited...
The Choice Hover Background Color is set default each time the theme editor is opened. To reproduce the issue: Stage #1 - Creating the form 1) In Zoho Survey select a fully customizable template (ie: natural) 2) Create a form containing a single select element (radio buttons) and publish/preview the form 3) Open theme in theme editor 4) Select Choice Hover from the element options on the Background tab. 5) Set a new hover color with the color picker 6) Click Ok to choose new color 7) Click ApplyIs there anyway to embed full HTML and JS that runs the my survey?
I'd like to embed the full survey on my website (not Iframe or js pop-up window). Is there anyway to copy the HTML, JS and STYLE information so that it can be hosted on my site but still depositing data into the Zoho Survey framework - similar to a web-embed lead conversion form for CRM or embedded support ticket form for SUPPORT?Question Display and Values Not all sticky with SECOND LEVEL question logic (on previous/next button press)
SECOND LEVEL question logic display and input values do not appear to be "sticky" on previous-next button. In my test I have set up a series of 5 questions with the below logic. Question 1 <-- PRIMARY QUESTION |--> If Q1=Yes then Display Quest 2 (Dropbox) <-- FIRST LEVEL LOGIC Question 3 <-- PRIMARY QUESTION |--> If Q3 =No then Display Quest 4 (YES/NO) <-- FIRST LEVEL LOGIC |--> If Q4 =Yes then Display Quest 5 (YES/NO) <-- SECOND LEVEL LOGIC In the test I select all values that result inCustom Styles don't show on Mobile S
It looks like styles for Zoho Survey Forms are not applied to MOBILE S screen size / resolutions Below are two screenshots from Chrome's built in Device Tester. Mobile M shows styles are active. Mobile S displays non-styled content in the embeded iframe. ** Note that all styles are working on other areas of host page... only Zoho served Survey Form content is effected. Mobile M Mobile SScoring responses in survey
Our survey uses the typical Strongly Disagree, disagree, neutral, agree, strongly Agree, scale for most questions. I have currently been able to assign scores of Zero, 1,2,3,4 to those statements however only if the actual numbers appear alongside the possible responses of agree etc. Can the attributed scores for each response not be hidden and simply used by the system to create the averages, range etc? In addition I would like to score both "Strongly disagree" and "Disagree" as Zero, with neutralSuvey Submissions not visible in CRM
When my survey form is submitted the mapped CRM-Lead integrated fields populate correctly (except one - noted in seperate dedicated thread) However, the completed, sync'd FULL survey does not appear in the Zoho Survey section of the lead view. Below is a snippet of the lead view which is entirely and successfully populated by data from the completed (unlisted) Survey Is this a bug, or a setting I have overlooked?Slider values not STICKY when using previous / next buttons
When navigating through a multi-page survey with previous / next buttons sliders reset to their default values. I believe these values should be sticky.Why are Slider Values missing from Survey Reports?
I've noticed that not all slider values are displayed in the reports for my survey. It appears that the final (last) value of the slider is always omitted form the report. For example. I have a slider with value range of 0 to 2 (3 points) However in the report only values 0 and 1 are displayed. See attached images. I would appreciate help resolving the issue. EDIT: Embededed images instead of attach for faster visual aid.Next Page
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ZOHO SURVEY LIVE FORM
Hello All, Zoho Survey live form is not working for past few hours due to some server issues. We apologize for the inconvenience. We are working on it to put it back on track. For time being, use this domain to host the surveys "public.zoho.com" instead of "survey.zohopublic.com". Example : Actual Survey link : https://survey.zohopublic.com/zs/pPy2YJ. Modified Survey link : https://public.zohosurvey.com/zs/pPy2YJ. We will update once the server is back on track to host the surveys as usual.Focus Group Webinar: Navigating the Real Estate Market with Zoho Survey
Hi all! In today's rapidly changing business scenario, staying ahead requires not just data but actionable insights. Zoho Survey simplifies the process of gathering crucial insights. It offers an intuitive interface for creating custom surveys, allowingIntroducing the all-new Zoho Survey
The wait is over! With its latest release, Zoho Survey is now bigger and better. A lot has changed and we're bringing you a handful of new features along with a complete makeover of the product. We hope you like the update and find the surveying experience to be smoother than ever before. Highlights UI updates Builder: We've reworked the builder to make it much easier to navigate. Be it adding an option or a page or moving pages, it's now just a click away. You can easily add and edit questionsCHANGE URL - OFFLINE SURVEY
Hello All, The survey URL (survey.zohopublic.com) did not work for past 12 hours and we are negotiating with the IP providers to fix the issue. Kindly change the URL of the survey from "survey.zohopublic.com" to "public.zohosurvey.com" for Online and Offline surveys. Example : Offline survey link : https://survey.zohopublic.com/offline/pPy2YJ. Modified offline link : https://public.zohosurvey.com/offline/pPy2YJ. NOTE : Users who used Offline surveys and collected responses to it, please give
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Introducing the all-new Zoho Survey
The wait is over! With its latest release, Zoho Survey is now bigger and better. A lot has changed and we're bringing you a handful of new features along with a complete makeover of the product. We hope you like the update and find the surveying experience to be smoother than ever before. Highlights UI updates Builder: We've reworked the builder to make it much easier to navigate. Be it adding an option or a page or moving pages, it's now just a click away. You can easily add and edit questions
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