Purpose: This guide will walk you through how to create Custom Surveys within Kizen and show you some tips/tricks, such as embedding your survey on your website or setting up a thank you page for your clients.


TABLE OF CONTENTS


What are Kizen's Surveys?


Surveys within Kizen are a great way to stay connected with your clients and understand what matters most to them. Use surveys to gauge interest in upcoming events, collect NPS scores, or discover areas where you can make their experience even better. 


While surveys and forms are built similarly in Kizen, they serve different purposes: forms help you collect the information needed to complete transactions (like signups or purchases), while surveys give you valuable insights into how your clients truly feel about your services.


Once you have created your surveys, Kizen offers you several options for the next steps.  You can customize the post-submission page, set up notifications to alert specific team members, or build automations to kick off workflows based on survey results.  

Prerequisites

Before building your survey, set up Custom Objects or Contacts first. Survey data will populate fields in whichever option you choose. It's essential to add all necessary fields to the object settings beforehand to ensure survey submissions successfully create or update records.


✅ How to Add a Custom Object in Kizen

✅ How to Filter Your Contacts & Custom Object Records

✅ How to Customize Your Kizen Business Information



How To Create A Form: Steps


Creating The Survey

  1. Select "Platform" in your toolbar at the top of your screen > Select "Survey": 

  2. Select the green button "New Survey" in the upper right-hand corner.
    • Note: Your menu includes a pre-built NPS survey by default. You may leave it in there, delete it, or use it as a base.  

  3. When the window pops up, type in a survey name. We recommend giving it a unique name that makes its purpose clear and easy to understand. 

  4. Choose the Custom Object or Contacts Object you want to connect to the Survey. Each survey submitted will either create a new record or update an existing record in this object. 

  5. Select the green "Save" button:
    Pop Up Window showing a name given to the survey and a custom object chosen

  6. Select the "Build" tag to start creating your Survey:

  7. In the Survey builder, your business logo will be automatically added to your form. Additionally, any required fields to create the object record will automatically be added to the form.

  8. Surveys are built up of a section, which contains a row. A row is the margin that determines how your content blocks will be arranged within your section.


  9. To start building, drag and drop a section, then add a row. Select and choose how you want the content blocks to be laid out.  

  10. To add fields specific to the survey or Custom Object, drag and drop either Custom Field or Survey Field into the row.  
    1. Custom Field: Adding this to your survey will populate the submitted field directly into the object's record field.  For example, if you pull in the address field from your object, the survey submission will create or update the record with those address fields filled out.  
    2. Survey Field: This content block allows you to add standard inputs like email addresses, multiple-choice options, file uploads, and more. This will not change any values on the object record and is useful if you want the survey submission data to be independent of the object record.

  11. To continue creating your survey, you can drag and drop content elements from the same menu section. You can use them to add buttons, text, images, or even just a line divider to provide clearer separation between content rows, as seen in the GIF below:
    Dragging the Divider Content Block to separate the Business Logo from the Survey questions
  12. Select the blue "Save & Preview" button in the upper right corner to give it a test run. If everything looks good > Select the green "Save & Close" button at the top to finish up! Otherwise, feel free to continue editing until you are satisfied.


How To Create A Default Submission Action

Once you are happy with how your survey looks, you can customize what the client sees after they select the "Submit" button. You can direct them to a "Thank you" page, or you can redirect them to a specific URL, such as an external website.  

  1. In the form builder, select the back button in the top-right corner, which will take you to the "Form Settings" page. 

  2. Select "Survey Settings" in the Survey builder page > Select the dropdown menu under the "Default Submission" field. 

    1. If you select "Go to URL", to automatically send the survey submitter to a different webpage. Enter the specific URL of that webpage in the “Redirect URL” field. 


      You can choose to toggle “Pass Parameters on Redirect” on if you would like to send user-specific data or source data to display personalized content, trigger specific actions, or track marketing analytics for the destination website. However, you must be careful not pass any sensitive data.

    2. If you select "Go to Thank You Page", you will be able to build a custom page that acts as a confirmation screen.  To get started, select the "Build" tab again. In the survey builder, select the dropdown menu and select "Thank you Page":Here, you can customize the page using the same steps you used to create your survey: drag and drop sections, rows, and content blocks to fit your needs. 

Optional Additional Steps 

How to Export Responses 

To export responses, go to your Survey. Within the Survey settings, select "Export Responses" in the upper right-hand corner:

Once the report has been generated, you'll receive an email with a download link for your responses in CSV format, which you can open in Excel or any spreadsheet application that can read CSV.  


Embed Your Form in an External Website


To embed your form in your personal website, select the "Form Settings" tab, and copy everything in the "Website Embed Code" section: 
Paste this code into any webpage where you want to display the survey.  This can be your personal website, a company site, client portal, etc.--you have complete control over where your survey appears and where you collect responses. 


Setting Up Notifications For Submissions 


To send an alert to a role level or individual from your team, select the "Survey Settings" tab and scroll down to "Notifications." Then, select your preferred notification method--it can be email or text--and then choose which team member will receive these notifications. 



The team member you select must be an activated individual within your account in order for them to appear in the list.  Otherwise, you're all set! 

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