Automation
Billing
Building Forms
- Conditional, Chain & Skip LogicShow, hide and branch questions based on previous answers.
- Creating WaiversCollect legally-signed waivers with contact details and a confirmation PDF.
- Form Types: Survey, Checklist & WaiverWhat each of the three form types is for, and when to use which.
- Previewing a FormPreview any form — including a draft that is not published yet — without recording responses.
- Publishing a form and what each status meansPublish your form to make it live, and understand Draft, Published and Archived — including why a link can say the form is not accepting responses.
- Question Types & Form Components ReferenceEvery question type and layout block, with configuration options and examples.
- Using the Form BuilderAdd and reorder questions, add pages, logic and welcome screens.
Collection
- Collecting on the mobile app, online or offlineInstall Survtapp on iOS or Android, sign your agents in, collect responses with no signal, and sync them when you are back online.
- Devices & AgentsAdd, remove and unlock the devices your team collects on.
- Kiosk ModeCollect responses on a shared, PIN-locked device.
- Send a form or waiver link to someoneCopy the link, email it, print a QR code, or embed it in your website — every way to send a form or waiver link to someone.
Contacts
Events
- Badge Scanning: What Happens to Every ScanHow badge scans are captured offline, synced, and why a real badge is never thrown away.
- Lead Retrieval for EventsImport attendees, export QR badges and capture leads.
- Running an event: attendees, badges and lead captureSet up an event, upload your attendee list, hand out QR badges, invite exhibitors, and collect leads at the booth.