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Website & conversion

Create a survey and review responses

Collect structured customer feedback and connect it to known contacts where available.

Available for a connected website or commerce workspace; publishing requires permission to change the selected destination.
Watch the workflow

See it in Leado

Expected outcome

What you’ll achieve

  • A tested survey whose question paths, response records, known-contact links, and reporting answer one stated decision.
Step by step

Follow the workflow

  1. 1

    Open Actions → Surveys

    Create a survey and state the decision the answers should inform.

  2. 2

    Add focused questions

    Use a short mix of choice, rating, and open-text questions. Avoid asking for data you will not use.

  3. 3

    Configure presentation

    Set introduction, progress, required fields, thank-you state, and any follow-up destination.

  4. 4

    Preview every path

    Test answer options, conditional behavior, validation, mobile layout, and submission.

  5. 5

    Publish the survey

    Share or activate it only after privacy and consent language match the questions.

  6. 6

    Review results

    Open survey results to compare views, responses, response rate, answer distribution, and known contacts. Read open text in context and do not treat a small self-selected sample as representative.

Quality check

Verify your work

  • Every question and conditional path can be completed on mobile and desktop
  • A test response appears once with the expected answers and contact link where identification is available
  • Results show the intended views, responses, response rate, and distributions
Troubleshooting

If something doesn’t look right

A conditional path is unreachable

Review answer values, required questions, and branching rules.

A response is missing

Confirm the live survey was submitted successfully in the selected workspace.

A respondent is anonymous

Identification requires an available consent-compatible contact or website identity signal.

Scope

Limitations and safeguards

Limit

Survey results can reflect self-selection, small samples, wording effects, and anonymous responses; Leado reports collected answers but does not make the sample representative.

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