1
When to Use a Survey
Surveys shine when you need more than just contact information — they let you gather context, qualify intent, and personalize the experience, all in one flow.
- New client onboarding — Gather key details about a new client before your first call so you walk in prepared. Ask about their timeline, budget range, goals, and any concerns. This makes the call more productive and the client feel heard.
- Lead qualification — Determine whether a new lead meets your ideal client criteria before you invest time in them. Ask questions like "Are you pre-approved?" or "What's your target move-in date?" to filter serious prospects from casual browsers.
- Post-appointment feedback — Send a short survey after every appointment to capture satisfaction scores and gather testimonials while the experience is fresh. Even a 3-question survey gives you valuable data.
- Service request intake — If your business involves scoping work (home services, consulting, legal), use a survey to collect all the project details upfront so you can give an accurate quote without a back-and-forth email chain.
Tip: The best time to send a post-appointment survey is 30–60 minutes after the appointment ends while the experience is still fresh. Build this into your appointment workflow as an automatic trigger.
2
Creating a Survey
Creating a survey in Jtek is similar to creating a form, but the builder is designed for multi-step, multi-slide content.
- Go to Sites > Surveys — In the left sidebar, click Sites, then select Surveys from the submenu.
- Click "+ New Survey" — The button is in the top right of the Surveys page. A dialog prompts you to name your survey.
- Name your survey clearly — Use a descriptive name like "New Client Intake" or "Lead Qualification Survey." This name helps you identify it later when connecting to workflows.
- Click Create — The survey builder will open. You'll notice the layout looks similar to the form builder, but with a multi-step structure — a slide list on the left, a slide canvas on the right.
- Note the Welcome and Thank You slides — Jtek automatically creates a welcome screen (first slide) and a completion screen (last slide). You can customize both with your messaging, brand colors, and a logo.
Tip: Write a warm, personal welcome message on the first slide. Let respondents know how long the survey takes and what they'll get out of completing it. This dramatically increases completion rates.
3
Adding Slides
Each slide is a screen the respondent sees on their own. Think of slides as chapters — one topic or question group per slide keeps people moving forward.
- Click "+ Add Slide" in the slide list — A new blank slide is added to the end of your survey. You can drag slides to reorder them at any time.
- Add your question or content to the slide — Each slide can contain one or more question fields, text/headline elements, and images. Most surveys use one question per slide for the cleanest experience.
- Choose the right question type for each slide — Multiple choice (radio) for single-answer questions, checkboxes for multi-select, short text for open-ended answers, and dropdown for long lists of options.
- Keep it to 3–5 slides maximum for best completion rates. Every additional slide increases dropout. If your survey needs to be longer, break it into two separate surveys and send the second one after the first is complete.
- Preview the survey flow — Click the "Preview" button at the top to walk through the survey as a respondent would. Check that the transitions, question wording, and slide order all feel logical.
SLIDES
Welcome
1. Timeline
2. Budget
3. Pre-Approved?
Thank You
+ Add Slide
When are you hoping to move?
Within 30 days
1–3 months
3–6 months
Next →
4
Using Conditional Logic
Conditional logic lets you create a personalized path through your survey based on how someone answers — so they only see questions relevant to them.
- Click on the slide you want to add logic to — Select the slide in the slide list. At the bottom of the slide settings panel, you'll find a "Logic" or "Conditions" section.
- Click "Add Condition" — A rule editor appears. You'll define: IF [answer to question X] IS [a specific value] THEN [go to slide Y].
- Example: On a slide asking "Are you pre-approved for a mortgage?" — IF answer = "No" THEN jump to a slide about your pre-approval resource rather than the budget slide.
- Test every path of your logic — Preview the survey and intentionally select each answer that has conditional logic. Walk through every branch to make sure the right slide appears next.
- Use logic to skip irrelevant slides, not to hide important ones — Conditional logic is most powerful for routing people away from irrelevant questions. Don't use it to gate important contact info — collect name/phone/email first on an early slide regardless of the path.
Tip: Draw your logic flow on paper before building it in Jtek. A simple flowchart with boxes and arrows will save you significant time in the builder — it's easy to lose track of which slides connect to which once you have 5+ slides.
5
Viewing Survey Responses
All completed survey responses are stored in Jtek and linked to the contact record automatically.
- Go to Sites > Surveys — Navigate back to your Surveys list in the left sidebar.
- Click on your survey name — The survey detail page opens with the builder view by default.
- Click the "Submissions" tab — This switches from the builder to a list of all responses. Each row shows the contact name, submission timestamp, and a preview of their answers.
- Click any row to view the full response — You'll see every question and the respondent's answer, along with a link to their full contact record in Jtek.
- Export to CSV — Click "Export" to download all submissions as a CSV file. Useful for sharing with your team, importing into a spreadsheet for analysis, or handing off to a virtual assistant for follow-up tasks.
Tip: Connect your survey to a workflow so that when someone completes it, their answers are automatically saved to custom fields on their contact record. This way the data shows up right in their profile without you needing to manually copy it over.