2.3 Surveys & Quizzes: Qualifying Leads & Gathering Info

Purpose:

Surveys within Close Master offer a multi-step, slide-by-slide format for asking questions. This approach is often less intimidating than a single long form and allows for more advanced logic. They are excellent for specific real estate tasks like:

  • Detailed Buyer Qualification: Progressively ask about budget, desired locations, property type, number of bedrooms/bathrooms, timeline, pre-approval status, must-have features, etc.
  • In-Depth Seller Qualification: Gather comprehensive information about the property (condition, upgrades, age of systems), the seller's motivation, timeline, desired price range, and potential challenges before a listing appointment.
  • Engaging Website Quizzes: Create interactive content like "Find Your Perfect Anytown Neighborhood" or "Are You Ready to Buy a Home?" quizzes that capture lead info while providing value.
  • Post-Transaction Client Feedback: Collect detailed feedback on client satisfaction with your services after a closing, asking specific questions about communication, negotiation, marketing, etc.
  • Conditional Logic: The power of surveys lies in their ability to show different questions or paths based on previous answers. For example, if a buyer selects "Condo" as their desired property type, you can then show specific questions about HOA preferences or building amenities that wouldn't be relevant to single-family home buyers.

Creating a New Survey:

  1. Navigate to Sites → Surveys tab: Go to the Sites section, then click the Surveys tab at the top, followed by the Builder sub-tab.
  2. Start a New Survey: Click the + Add Survey button. Similar to forms, you can choose Start From Scratch or potentially select from a Template library (remember templates need customization).

Building Your Survey (Multi-Step Process):

  1. Rename Your Survey (CRUCIAL): Immediately click Untitled Survey (top left) and give it a specific, descriptive name (e.g., "Buyer Qualification - Initial Inquiry", "Seller Pre-Listing Questionnaire"). Save.
  2. Add Slides (Steps/Screens): Surveys are built slide by slide. In the left panel (or sometimes bottom), click + Add Slide for each distinct step or screen of questions you want to present. Drag slides up or down in the panel to reorder the sequence.
  3. Add Elements to Each Slide: Select a slide in the left panel. Then, drag elements from the right panel (similar to the form builder) onto the central canvas for that specific slide. You can use:
    • Standard Fields (Name, Email, Phone, etc. - capture contact info early!)
    • Custom Fields (Dropdowns, Radio Buttons, Checkboxes for criteria; Text/Number fields for specifics)
    • Content Elements (Headline, Text Block, Image, Video - use these to provide context or instructions on each slide).
    • Button (for navigation - see next step).
  4. Configure Navigation Buttons: Ensure each slide (except potentially the last) has a Button element.
    • Click the button on a slide.
    • In its settings (right panel), set the Action to Go to Next Slide. Customize the button text (e.g., "Next Question", "Continue").
    • For the button on the very last slide containing questions or contact info, set the Action to Submit Survey. Customize its text (e.g., "Submit My Info", "Get My Results").
  5. Strategic Question Placement:
    • Contact Info First? Consider placing Name, Email, and Phone fields on the very first slide, especially if you enable "Partial Submissions" (see Step 8) to capture contact details even if the user abandons the survey midway.
    • Key Qualifiers Early: Place crucial qualifying questions (like Budget, Timeline, Pre-Approved Status) relatively early in the survey flow.
  6. Using Conditional Logic (The Power Feature): This allows you to create dynamic paths through the survey.
    • Select a multiple-choice field (like Radio Button or Dropdown) on a slide that you want to use for branching logic (e.g., a question like "Are you already pre-approved for a mortgage?" with options Yes, No, In Process).
    • In that field's settings panel (right side), find and enable the Conditional Logic or Logic Jump toggle/option.
    • For each answer option provided in that field, you can now choose a corresponding Action:
      • Continue: Proceeds to the next slide in the defined order.
      • Disqualify: Immediately ends the survey and can display a specific "Disqualified Message" (configured in Options tab). Useful for screening out unqualified leads early.
      • Redirect to URL: Sends the user to a specific webpage upon selecting this answer.
      • Skip To: Jumps the user directly to a specific later slide in the survey, bypassing intermediate slides.
    • Example: For the "Pre-Approved?" question:
      • If answer is Yes, Action: Continue (proceed to questions about lender/amount).
      • If answer is No, Action: Skip To Slide 5 (which might contain info about getting pre-approved and a link to recommended lenders).
      • If answer is In Process, Action: Continue (perhaps ask about expected timeline).
    • Configure the default Disqualified Message in the survey's main Options tab if you use the Disqualify action.
  7. Customize Survey Styles (Styles Tab): Click the main Styles tab for the survey. Customize:
    • Overall Background (color or image).
    • Font styles.
    • Element Colors.
    • Appearance of the Progress Bar (shows users how far along they are).
    • Styling of the Navigation Buttons (Next/Submit).
  8. Configure Survey Options (Options Tab): Click the main Options tab.
    • On Submit Action: Similar to forms, choose Message (display text on completion) or URL (redirect to a Thank You page or Calendar booking link).
    • Disqualified Message: Enter the text shown if a user hits a Disqualify condition.
    • Partial Submissions: (Optional but Recommended for Lead Capture) Enable this to capture the data entered on slides the user completed before abandoning the survey, provided they filled contact info fields early on. Check documentation for specifics on how this functions (sometimes called Sticky Contact or requires specific triggers).
    • Configure other settings like Pixel IDs, Timezone capture, etc.
  9. Save and Integrate: Click Save Survey.
    • Test Thoroughly: Preview the survey, go through all possible paths and conditional logic branches, submit test data, and verify lead capture/workflow triggering just like you did for forms (Step 9 in section 2.2).
    • Click Integrate Survey when ready.
    • Get the Embed Code to paste onto external website pages or the direct Link to share.
    • If using Close Master Sites/Funnels, add the Survey element to your page and select your saved survey from the dropdown.
  10. Viewing Submissions: To see the results and answers from submitted surveys:
    • Go to Sites → Surveys tab → Submissions sub-tab.
    • Select the specific survey name from the dropdown.
    • You'll see a table of submissions showing contact info, submission date, completion status (Completed, Partial, Disqualified), and potentially answers to key questions (customize columns).
    • Click on a submission row to view all the detailed answers provided by that individual.
    • Use filters, manage columns, and export submissions to CSV if needed.