Survey Options

Customer Service

If I send out a Smartsheet Survey link, will my respondents need to sign in to Smartsheet to complete the survey?

Customer Service

Thank you Andree, most helpful. 😊

Andrée Starå

@Customer Service

I'm always happy to help!

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Andrée Starå

Hi @Customer Service

I hope you're well and safe!

No, you can choose to have the form behind a Smartsheet login or not.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Customer Service

That is good news Andree - thank you. Can you direct me to a resource with instructions on how to choose to have the form link allow access without the need to login in?

Andrée Starå

@Customer Service

Excellent!

Happy to help!

More info.

Manage form display and submission options | Smartsheet Learning Center

https://help.smartsheet.com/articles/2481836-manage-form-display-and-submission-options#toc-to-apply-security-settings-to-your-form

You can customize forms in Smartsheet. You can change the form layout, show or hide Smartsheet branding, and add security settings.

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Customer Service

Thank you! I also just checked to see if I could locate a survey form template, but was not successful. Does Smartsheet offer a survey template?

Andrée Starå

@Customer Service

You're more than welcome!

Have a look at this template that could be an excellent starting point.

Customer Feedback Form Template

https://www.smartsheet.com/marketplace/us/templates/customer-feedback-form

Provide customers a simple form to submit their feedback via direct link or by embedding it on your website, and set alerts for new entries for timely response

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Customer Service

Thank you Andree, most helpful. 😊

Andrée Starå

@Customer Service

I'm always happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!