Using hubspot forms as surveys

[MMcKenzie2]

Hi there! 

I'm attempting to create surveys by creating a form since I don't have the right subscription for hubspot to access the forms feature. 

I have a simple two step form that asks how satisfied a client was with the service they received using a radio field, and a multiline text box field that asks if they want to elaborate or tell us how we can improve our services. 

I need to connect both fields to a property and I'm not sure what the best method is. I suspect a need to create a new property for feedback, potentially one for each field since theyre different types  of responses. 

Could anyone help guide me towards the best approach? New to hubspot and still trying to set up all the details. 

Thanks!

[GIlievski · Accepted solution]

Hey @MMcKenzie2,

I guess you are trying to create an NPS process that you send via email?

There are a few ways you could do this. 

First off you are correct, you need to connect each of the form fields with HubSpot properties. The feedback scoring field to a radio property and the "elaborate" field to a multi-line text field.

What you will also need on the form is the email property so that you can associate the feedback to the Contact on HubSpot that gave the feedback. You could possibly have this field as hidden and populate it via a query paramenter (If you don't want the user to enter it again). What I mean by this is wherever your form is placed on, you need to add the email property to it. Example if your form is on www.yourwebsite.com/feedback-form you will need to have the page open like this www.yourwebsite.com/feedback-form?email=[contact.email]

In order to achieve this in the email you use to send your form you need to add a personalisation token on the button. Like this:

 

I hope that helps and it is not too confusing.