Documentation Index
Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
Use this file to discover all available pages before exploring further.
What is a Survey Form?
A survey form presents one question at a time in a full-screen, focused experience. It’s modeled after Typeform: progress bar at the top, big readable text, smooth keyboard navigation, and auto-advance on single-choice questions. Survey forms are great for quizzes, lead qualification flows, onboarding questionnaires, and feedback surveys.Building a Survey
Reorder and Edit
Drag or use up/down arrows to reorder. Edit each question’s text, subtitle, choices, and required setting.
Editor View Modes
The survey editor has two view modes you can toggle between:- Slideshow View
- List View
Edit one question at a time, just like respondents will see it. This is the default view and is best for fine-tuning copy and choice wording.
Your view mode preference is remembered between sessions.
Question Types
Single Choice
Radio-style selection. Auto-advances after the user picks an option.
Multiple Choice
Checkbox-style. User picks any number of options and clicks OK to continue.
Short Text
Single-line text input.
Long Text
Multi-line textarea for longer responses.
Validated email field.
Phone
Validated phone field (10+ digits).
Form Fields
Embed a full traditional form (multiple fields) inside a single survey question.
Single Choice
Single choice questions show a list of options. The user picks one, and the survey automatically advances to the next question.- Up to 8 choices per question
- Each choice gets an auto-assigned letter shortcut (A through H)
- Smart Yes/No detection: if your choices are exactly “Yes” and “No”, the shortcuts switch to Y and N for a more natural experience
Multiple Choice
Use multiple choice when respondents can pick more than one option:- Selected items show a checkmark
- The hint “Choose as many as you like” appears below
- The user clicks OK (or presses Enter) to advance — there’s no auto-advance
- Letter shortcuts (A-H) toggle each choice on or off
Text, Long Text, Email, Phone
Text-based questions show a clean underlined input field. Email and phone fields are validated automatically — invalid entries can’t proceed.Auto-Advance
When a respondent picks a single-choice option, Clarky automatically moves them to the next question:Choices Lock Briefly
The options visually lock for 700ms so the user can see what they picked and avoid accidental double-taps.
Keyboard Shortcuts
The survey experience is fully keyboard-navigable. This is one of the biggest reasons respondents enjoy survey-style forms — they can blast through them quickly.| Key | Action |
|---|---|
| A – H | Select a choice by its letter shortcut |
| Y / N | Select Yes or No (on auto-detected Yes/No questions) |
| Enter | Advance to the next question, or submit on the last |
| Arrow Up | Go back to the previous question |
| Arrow Down | Advance to the next question (if the answer is valid) |
Letter shortcuts work for both single choice and multiple choice questions. On multiple choice, pressing the shortcut toggles that option on or off.
Smart Yes/No Shortcuts
If a question has exactly two choices labeled “Yes” and “No” (case-insensitive), the shortcuts automatically switch from A/B to Y/N. This is much more intuitive for binary questions and overrides any letter shortcuts that would otherwise apply.The Form Fields Question Type
The form fields question type is unique to survey forms — it lets you embed a full traditional-style form into a single survey slide. Instead of asking one question, you ask several at once, all on the same screen.When to Use Form Fields
Form fields questions are perfect for:- Capturing all contact info (name, email, phone, company) at the end of a survey
- Collecting an address as a group of fields
- Any moment in a survey where breaking up multiple short fields into separate slides would feel tedious
What You Can Add
Inside a form fields question, you have access to the same fields available in traditional forms:Standard Fields
Standard Fields
All standard contact fields, including first name, last name, email, phone, company, job title, and the full address fields. These map directly to the contact record on submission.
Custom Fields
Custom Fields
All six custom field types: text, textarea, dropdown, radio, checkbox, and checkbox group. Each can be marked required and reordered independently.
Configuring a Form Fields Question
Add Standard Fields
Use the standard-fields dropdown to add any of the built-in contact fields. Only fields you haven’t added yet appear in the dropdown.
Add Custom Fields
Use the custom-fields dropdown to add new custom fields by type. Set the label, placeholder, options (if applicable), and required toggle for each.
On a form fields question, required is set per field, not on the question as a whole. This gives you fine-grained control over which inputs are mandatory.
Survey-Wide Settings
Just like traditional forms, survey forms support form-level defaults:- Submit button text (shown on the final question)
- Success message displayed after submission
- Redirect URL to send respondents elsewhere after submitting
- Pipeline stage for new contacts
- Default deal value and default tags
Previewing Your Survey
The form editor includes a live survey preview so you can experience the survey exactly as a respondent will, including keyboard shortcuts and auto-advance. Test submissions are flagged with an internal badge in the submissions table.Next Steps
Embed on Your Site
Iframe code and pre-fill via query parameters
Traditional Forms
Standard multi-field forms
Review Submissions
View and export survey responses
Forms Overview
Back to the Forms overview