GOBI – Building A Survey

  1. Overview
  2. GOBI
  3. GOBI – Building A Survey

Are you looking for an effective and user-friendly way to gather customer information? Don’t want to scare them off with a long, intimidating form? 

Then, you’re in the right place! In this tutorial, we will delve into creating interactive, non-threatening surveys using a powerful tool “GOBI”. With it, you can ask the right questions and engage your customers in a comfortable and effective way.

Let’s dive in!

 

Table of Contents

Creating A Survey In Gobi
  1. Open GOBI and navigate to the Navigation Menu and click the Sites section.
  2. Click on the Surveys option, then Builder. A survey builder should appear on the screen.
  3. Begin adding slides for each question by clicking Add New Slides. Tip: If you prefer to have all questions in one section, select “One Question at a Time” under options.
  4. Move to Fields then to the Standard option to start adding your questions. Begin with non-threatening questions by selecting from the Custom Fields. Examples can include “What are your challenges?” or “How soon do you want to get started?”.
  5. If you want to create new questions, click on Add Custom Field and add the type of question you want (e.g., text, checkbox, dropdown).
  6. After asking basic questions, click Add New Slides and begin asking for personal contact information, such as name, phone number, email, etc.
  7. When you’re done, click Save Survey in the bottom right corner.
  8. Name your survey for easy future reference by going to the Options panel, scrolling to the top, and filling in the Survey Name field.
  9. Choose what happens when a respondent submits their responses using the On Submit dropdown: You can send them to a specific URL, such as a Thank You page. Alternatively, you can display a simple message like “Thank you for taking the time to complete the survey.”
  10. Set your disqualification criteria under the Disqualify Immediately section, if needed.
  11. After all the adjustments and settings, click Save Survey.
Adding The Survey To Your Website
  1. Return to your website and click on Funnels.
  2. Choose the page you want to add the survey to and click Edit Page.
  3. Add an element by clicking the orange Plus button.
  4. To add a row, click the blue Plus button and select a column under Add Row.
  5. After the row is added, click +Add Element.
  6. Find the SURVEY element on the right side panel and drag it into your row.
  7. Select the survey you created and it will appear on the page.
  8. Save changes by clicking Save.
  9. To preview the page with the survey, click “Preview”.

And that’s it! You’ve now mastered the art of creating customer-friendly surveys using GOBI. By using non-threatening questions and integrating this survey into your website, you’re well on your way to gathering meaningful data that will help grow your business. 

Remember, the secret is to start slow and gradually move to more personal inquiries as the survey progresses. Keep these tips in mind, and you’ll have a tool that not only helps you learn more about your customers but also keeps them engaged and invested. Happy surveying!

 

Related Articles


Was this article helpful?