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Forms & Surveys Module

Use Forms & Surveys to create forms, define the fields people fill in, review and process incoming responses, and export the results.

Forms & Surveys Module

Use Forms & Surveys to create forms, define the fields people fill in, review and process incoming responses, and export the results.

What can I do with the Forms & Surveys Module?

You can create as many forms as you need, for example to collect leads for your sales pipeline, handle claims or requests, run surveys, or gather feedback during onboarding and learning journeys.

In the backoffice, the module is under Modules > Forms & Surveys, with three pages: Dashboard, Responses List and Forms List.

Which form fields can I use?

When you add a field to a form, the Field type list offers these options:

  • Text Field: free text, with an optional Max characters limit.

  • Single Choice Field: the person picks one option from a list you define.

  • Multiple Choice Field: the person can pick several options.

  • Date Field: a date.

  • GPS Coordinates Field: a location.

  • Upload Image Field: an image upload.

  • Upload PDF Field: a PDF file upload.

  • eNPS Field: a 10-point rating scale.

  • Likert Field: a set of questions that share the same answer scale.

For details on each type, see Reference: supported form field types.

What is the Likert Field?

A Likert scale is a rating scale that measures opinions, attitudes or behaviours. In GFoundry, a Likert Field has two parts: Choices (the answer scale, for example from "Strongly disagree" to "Strongly agree") and Questions (the statements the person rates). Each question is answered with one of the choices.

What is the eNPS Field?

The eNPS Field asks for a single rating on a 10-point scale, which is the format used for eNPS (employee Net Promoter Score) questions.

In the platform, people see a scale similar to the one below.

Can I reward a user when they fill out a form?

Yes. Badges and missions can use these form triggers:

  • The user submits a specific form, or any form.

  • The status of the user's response to a specific form, or any form, changes to Approved.

  • The status of the user's response to a specific form, or any form, changes to Success.

Can I integrate these forms with GFoundry Missions?

Yes. The same triggers are available as mission objectives, so a form can be a step in an onboarding journey, a learning journey or any other mission. See How to create and manage missions in GFoundry.

Can the forms be anonymous?

Yes. When a form has Is Anonymous? enabled, the respondent's name is not shown in the Responses List, in Response Details or in the User and Email columns of the Excel export. Note that the Excel export still fills in the respondent's Team (and Cost Center, when your organisation uses cost centers), so in small teams answers may still be traceable. See How anonymous and single-submission forms work.

What kinds of forms do organisations create?

  • Anonymous surveys

  • Assessment surveys

  • Sales prospect surveys

  • Health & Wellbeing surveys

  • Organizational climate surveys

  • Recruitment referral programs (Read more here)

Stimulate participation and include this best practice in the day to day of your company!

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