---
title: Create a customer survey in Infinity3
description: "Use a survey to collect feedback or ask a series of questions before a consultation. #### Before you start You’ll need access to **Sites** → **Surveys** and a clear purpose for the survey. Plan the questions and decide whether responses…"
url: "https://www.infinity3.co.uk/help/create-a-customer-survey-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Forms & Surveys"
---

# Create a customer survey in Infinity3

Use a survey to collect feedback or ask a series of questions before a consultation.

#### Before you start

You’ll need access to **Sites** → **Surveys** and a clear purpose for the survey.

Plan the questions and decide whether responses need to identify the customer.

#### Build your survey

1. Open **Sites** → **Surveys** → **Builder**.
2. Select the option to add a survey.
3. Give it a clear name.
4. Add the questions and arrange them into slides where appropriate.
5. Choose suitable answer fields, such as a dropdown, rating or written response.
6. Add contact details if needed.
7. Review required fields, styling and the on-submit message or redirect.
8. Save and preview.

#### Use conditional questions

Where available, open **Conditional Logic** to show relevant fields or jump to another slide based on an answer.

For example, ask for more detail after a low satisfaction score.

Keep the paths simple and test each one before sharing.

#### Test and share

Complete a test submission on desktop and mobile. Check that the response appears under **Sites** → **Surveys** → **Submissions**.

Use the builder’s sharing or integration options to distribute the survey.

#### Things to know

- Don’t describe a survey as anonymous if it collects identifying information.
- Conditional logic availability can differ for older surveys.
- A saved survey still needs a link or placement where customers can access it.

If responses aren’t appearing, contact Infinity3 with the survey name and test time.