<aside> ✳️ The SalesJack Survey Builder lets you create and integrate surveys to ask your contacts and leads to complete. You can also add an unlimited number of fields and create different slides.

This feature lets you know more about the customer, which can then categorize them and initiate pipeline triggers. Some of the features you can use are:

• Drag-and-drop builder
• 20 standard fields, including: Name, Location, Contact, Image
• Custom fields, including: Company Type (New Home Construction, Architect), Role (Owner, Project Manager)
• Style and branding customizations </aside>

Step 1: Navigate to the Sites tab in your account

Located on the left-hand side section.

Step 2: Create Survey

To create a new SalesJack survey, click the +  "Add Survey" button in the upper right corner of the screen.

Step 3: Customize your Survey

You’ll now be taken to the drag-and-drop editor. Select any section that you’d like to add and drop it on a slide. Once finished, select Save Survey.

Step 4: Integrate Survey

To embed your Survey in an email or include it on your site, select Integrate Survey. You’ll be given the embed code and a link to copy.