Quick Answer
How do surveys work in BizStackPro?
Go to Sites → Surveys and open Builder. Create a survey from scratch or from a template, add and arrange questions and fields, customize the appearance, add logic when needed, then preview the survey before using it.
Using Surveys to Qualify Leads and Guide Next Steps
Surveys give you more control over how responses shape the next step instead of simply collecting information.
With logic, custom fields, and structured flows, surveys can qualify leads and route them based on their answers.
Without using logic, you may need to manually sort through responses to decide what to do next.
This guide shows you how to build and use surveys so your data collection also supports automation and decision-making.
Surveys at a Glance
Before You Begin
Start in Sites → Surveys → Builder and decide whether you want to begin from scratch or use an existing survey template.
- Build the survey questions and fields before adding logic rules.
- Use Preview to test the completed survey flow before publishing.
Survey Areas in BizStackPro
The survey feature is organized into three main areas so you can build, review, and manage responses without hunting around.
Builder
Create new surveys or edit existing surveys.
Analyze
Review performance and response insights.
Submissions
Search, sort, and review individual responses.
Follow along
Go to Sites → Surveys, then open Builder to start creating.
Build a Survey From Start to Finish
Step 1: Add a Survey
Open Builder and click + Add Survey.
Step 2: Choose How to Start
Choose Start from Scratch or select a template.
Step 3: Add Elements
Click the + to view available elements, then drag them onto the canvas.
Step 4: Build the Questions
Add slides for your questions, then place standard fields, custom fields, and media as needed.
Step 5: Arrange the Flow
Reorder slides and questions to match the survey flow you want.
Step 6: Preview the Survey
Use Preview to test your survey before publishing.
Consider one question at a time
If your survey is long, consider a one-question-at-a-time experience to increase completion rates.
Style and Customize the Experience
Surveys can be styled to match your brand so they feel consistent with your website or funnel.
Themes & Layout
Adjust fonts, spacing, and overall layout options.
Backgrounds
Apply background colors or images for a polished look.
Inline Editing
Update question text directly in the builder.
Spread to Columns
Improve readability for checkbox and radio options when there are many choices.
Custom CSS
When available, use custom CSS for additional styling control on advanced layouts.
Keep the survey clean and readable
The cleaner and more readable the survey is on mobile, the higher your completion rate usually goes.
Add Logic to Qualify or Disqualify Leads
The biggest advantage surveys have over forms is logic. Use responses to guide people down different paths.
- Send qualified leads to the next step, such as a booking, checkout, or application.
- Route different responses to different outcomes.
- Keep your pipeline cleaner by filtering out mismatches early.
Build the questions before the logic
Build your questions first, then add logic rules so you can test every branch in Preview mode.
Notifications, Integrations, and Version History
Notifications
Configure internal alerts for new submissions and optional auto-responders.
Integrations
Embed surveys into websites and funnels, or connect them to other tools.
Submissions Management
Search and review responses in the Submissions area.
Version History
Restore an earlier version if changes need to be rolled back.
Best Practices
Build Before Adding Logic
Finish the questions and survey flow first, then add logic and test each branch.
Keep Mobile Readability in Mind
Keep the survey clean and readable, especially when people will complete it on mobile.
Preview Before Publishing
Use Preview to check questions, field order, styling, and logic before using the survey.
Frequently Asked Questions
What are the main differences between a survey and a form?
Surveys can use logic to qualify or disqualify leads based on responses, while forms typically collect static information without conditional branching.
How do I access the survey features in BizStackPro?
Open the Surveys section to access the Builder, Analyze, and Submissions areas.
How do I create a new survey?
In the Survey Builder, click + Add Survey, then choose Start from Scratch or pick a template to begin.
How do I add and arrange elements in my survey?
Use the + button to view available elements, then drag and drop fields, media, and slide components into the survey and reorder them as needed.
Can I modify the standard fields in surveys?
You can customize standard fields within an individual survey, but system-wide changes to standard fields are not typically supported.
Continue Learning
Continue with related Forms guides for survey logic, templates, custom fields, and submitted responses.
