Infinity3 Help Centre

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.