> ## 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.

# Survey Forms

> Build Typeform-style, one-question-at-a-time experiences with keyboard shortcuts and auto-advance

## 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

<Steps>
  <Step title="Create a New Form">
    Go to **CRM > Forms** and click **New Form**.
  </Step>

  <Step title="Set the Style to Survey">
    At the top of the editor, switch to the **Survey** tab.
  </Step>

  <Step title="Add Questions">
    Use the **Add Question** dropdown to add any of the seven question types.
  </Step>

  <Step title="Reorder and Edit">
    Drag or use up/down arrows to reorder. Edit each question's text, subtitle, choices, and required setting.
  </Step>

  <Step title="Configure Defaults">
    Set the pipeline stage, default tags, and success message.
  </Step>

  <Step title="Save and Share">
    Save the form, then embed it or share the public link.
  </Step>
</Steps>

## Editor View Modes

The survey editor has two view modes you can toggle between:

<Tabs>
  <Tab title="Slideshow 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.
  </Tab>

  <Tab title="List View">
    See all questions at once in a stacked layout. Best for reordering, adding, or removing questions quickly.
  </Tab>
</Tabs>

<Note>
  Your view mode preference is remembered between sessions.
</Note>

## Question Types

<CardGroup cols={2}>
  <Card title="Single Choice" icon="circle-dot">
    Radio-style selection. Auto-advances after the user picks an option.
  </Card>

  <Card title="Multiple Choice" icon="square-check">
    Checkbox-style. User picks any number of options and clicks **OK** to continue.
  </Card>

  <Card title="Short Text" icon="input-text">
    Single-line text input.
  </Card>

  <Card title="Long Text" icon="align-left">
    Multi-line textarea for longer responses.
  </Card>

  <Card title="Email" icon="envelope">
    Validated email field.
  </Card>

  <Card title="Phone" icon="phone">
    Validated phone field (10+ digits).
  </Card>

  <Card title="Form Fields" icon="rectangle-list">
    Embed a full traditional form (multiple fields) inside a single survey question.
  </Card>
</CardGroup>

### 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:

<Steps>
  <Step title="Selection Recorded">
    The choice is saved as soon as the user clicks or presses its shortcut key.
  </Step>

  <Step title="Choices Lock Briefly">
    The options visually lock for 700ms so the user can see what they picked and avoid accidental double-taps.
  </Step>

  <Step title="Advance to Next Question">
    The survey transitions to the next question automatically.
  </Step>
</Steps>

<Tip>
  Auto-advance only applies to **single choice** questions. Text, multiple choice, and form-fields questions all wait for the user to confirm before advancing.
</Tip>

## 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) |

<Info>
  Letter shortcuts work for both single choice and multiple choice questions. On multiple choice, pressing the shortcut toggles that option on or off.
</Info>

### 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:

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="Custom Fields">
    All six custom field types: text, textarea, dropdown, radio, checkbox, and checkbox group. Each can be marked required and reordered independently.
  </Accordion>
</AccordionGroup>

### Configuring a Form Fields Question

<Steps>
  <Step title="Add the Question">
    From the **Add Question** dropdown, choose **Form Fields**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Reorder">
    Use up/down arrows to put fields in the right order.
  </Step>

  <Step title="Set Per-Field Required Status">
    Toggle the required switch for each field individually. The question-level required setting doesn't apply here.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

<Tip>
  Run through your survey on a phone before publishing. Surveys are mobile-first and look great on small screens, but it's worth confirming each question reads well before you ship.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Embed on Your Site" icon="code" href="/features/forms/embedding">
    Iframe code and pre-fill via query parameters
  </Card>

  <Card title="Traditional Forms" icon="rectangle-list" href="/features/forms/traditional">
    Standard multi-field forms
  </Card>

  <Card title="Review Submissions" icon="table" href="/features/forms/submissions">
    View and export survey responses
  </Card>

  <Card title="Forms Overview" icon="circle-info" href="/features/forms/overview">
    Back to the Forms overview
  </Card>
</CardGroup>