Forms, Surveys & Quizzes
Ask better questions. Start a better conversation.
Collect inquiries, gather feedback and build scored quizzes in CreateMomento. Give your team useful context and give each visitor a clear next step.
Built around your work
Know what matters before you reply.
An inquiry that says only “I need help” leaves your team starting from scratch. A long questionnaire can ask for too much too soon. Choose the questions that help you understand the request and respond thoughtfully.
Forms, Surveys & Quizzes
From a question to a useful next step.
- 01
Ask
Choose the details that help your team understand the request.
- 02
Learn
Use answers to show relevant questions or a meaningful quiz result.
- 03
Reply
Confirm receipt and connect the response to a tested follow-up process.
Choose the format that fits the conversation.
Prepare a service inquiry
Ask about the service, location and timing so the person responding can prepare for the conversation.
Learn from customers
Use a short survey after a completed service to understand what worked and what needs attention.
Guide a first decision
Offer a scored quiz that helps someone identify a starting point, then invite them to discuss the result.
Forms, Surveys & Quizzes
Make each question earn its place.
Collect enough context to be helpful, with a format and follow-up that fit the task.
Focused fieldsCapture details your team can use.
Add contact details and business-specific fields such as service type or preferred timing. Give each field a clear purpose. Review required fields and contact-matching settings before publishing.
Conditional questionsKeep the next question relevant.
Show or hide fields based on answers. Survey branching can send respondents to another slide instead of asking everyone the same questions. The current survey logic requires a newly created or cloned survey; test every path before launch.
Scored quiz resultsHelp visitors understand their starting point.
Assign points and categories to answers, then explain the result with tailored text and a next-step link. Your team defines what each result means. A score is guidance based on your rules, not an independent assessment.
Contact record mappingKeep quiz outcomes available for follow-up.
Enable the quiz results you want saved to contact fields, such as overall score, tier or category. Those fields can support contact filtering and configured workflows. A repeat submission replaces the saved values for that contact and quiz.
Sharing and embeddingMeet visitors where they already are.
Share a direct form or quiz link, or embed it on a compatible website or funnel page. Adapt the styling to your brand and test the published experience on a phone as well as a desktop.
Confirmation and follow-upGive the response a clear owner.
Configure a confirmation message, email acknowledgment or internal notification as appropriate. A submission trigger can start a planned workflow. Check existing notifications first so the same request does not produce duplicate messages.
Forms, Surveys & Quizzes
See how answers can shape the response.
A better estimate request
A home-service company asks which service is needed and where the property is located. Relevant follow-up questions appear based on the answer. The office reviews the submission before confirming whether it can help.
Illustrative example. Sample workflow, not a live product screen.
Feedback someone will read
A studio asks customers about a completed project and gives them room to explain their rating. A named team member reviews responses and follows up on concerns. The survey supports service improvement; it is not a public review campaign.
Illustrative example. Sample workflow, not a live product screen.
A useful readiness quiz
A consultant asks how a business handles inquiries and follow-up. Scoring groups the answers into a starting-point category. The results explain one area to review and link to a conversation, without presenting the score as a diagnosis or guaranteed outcome.
Illustrative example. Sample workflow, not a live product screen.
Connect the answers to the rest of the work.
Collecting information is one part of the customer journey.
Forms, Surveys & Quizzes
Ask questions, collect responses and explain scored outcomes.
CRM
Keep contact context available to the team.
Funnels & Landing Pages
Give the questionnaire a focused campaign destination.
Workflow Automation
Configure what happens after the response arrives.
Plan the questions and the work that follows.
We check your account, available features and usage needs before recommending a plan. Software access, custom setup and ongoing management are scoped separately.
Questions before you start
Should we use a form, survey or quiz?
Use a form for a focused request, a survey for a sequence of questions or feedback, and a quiz when answers should produce a scored or category-based result. Start with the decision the information will support.
Can we show different questions based on answers?
Yes, through configured conditional rules. Current survey branching requires a newly created or cloned survey. These survey rules are not included in account snapshots, so verify them after a transfer as well as before launch.
Do quiz results save to the CRM automatically?
Enable the result fields you want to sync in the quiz settings. On submission, the selected outcomes are written to contact fields. Retaking the same quiz replaces those saved result values; do not treat them as a history of every attempt.
Can we keep our existing website?
Yes, forms and quizzes can be shared by link or embedded on compatible external websites. Check the site’s embed permissions, mobile layout and submission behavior before sharing the page.
Will every response create a new contact?
A new lead can create a contact record. Matching and duplicate behavior depend on account settings. Test an existing contact as well as a new one so repeated submissions behave as intended.
Can the team receive a notification?
Yes, internal email notifications can be configured. More involved follow-up uses a configured workflow. Confirm the recipients, sender settings and existing automations to avoid duplicate acknowledgments or alerts.
Can we collect sensitive information?
Only after the intended data, access controls and applicable requirements have been reviewed. Ask for the minimum information needed. A form or consent checkbox alone does not establish that a sensitive-data process is appropriate.
Does setup include ongoing follow-up?
Only when it is part of the agreed service. We can help define the form and response process, while your team or a separately scoped service owns reviewing answers and continuing the conversation.
CreateMomento
What do you need to know before the next conversation?
Tell us where your team gets stuck. We will help you identify the right tools and a practical first step.
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