How to Create Stylized Surveys in TheraSaaS – Step-by-Step Tutorial

Surveys in TheraSaaS offer more customization and flexibility than standard forms. In this guide, you’ll learn how to build, customize, and manage surveys from scratch.

✅ Step 1: Access the Survey Builder

1. Go to the Sites section in your TheraSaaS dashboard.

2. Click on “Surveys”.

3. Select “Builder” to enter the Survey Builder dashboard.

? Step 2: Choose or Create a Survey

• You’ll see a library of existing surveys.

• Click on a survey (e.g., Client Satisfaction Survey) to open and edit.

• You can also create a new survey from this page.

? Step 3: Understand Survey Structure

• Each survey is made up of slides (like pages).

• Each slide can contain one or more fields (questions).

• Navigation flows from slide to slide, ending with a “Submit” button on the final slide.

? Step 4: Use Conditional Logic (Smart Navigation)

• Select a field (e.g., “Did you feel heard and supported?”).

• Click on “Logic” to configure behavior based on answers:

  • Example: If the user selects “Always,” go to Slide 4.

  • If the user selects other answers, go back to Slide 1.

• This allows personalized flows based on user responses.

➕ Step 5: Add New Fields

1. In the builder, drag and drop the field type you need onto the slide.

2. Click the field to edit:

   • Change the label (e.g., “Question #4”).

   • Add a placeholder.

3. Click the “Options” tab to add multiple-choice answers or dropdown values.

? Step 6: Customize Styles & Behavior

• Go to “Styles and Options” tab.

• Under “Options”, enable:

  • Partial Submission Contact Creation – creates a contact even if the user doesn't finish the survey.

  • This kicks in once the first slide is completed.

? Step 7: Setup What Happens After Submission

• Go to the “Submit” settings:

  • Show a Thank You message.

  • OR redirect to a custom URL (e.g., a landing page).

? Step 8: Configure Notifications

1. Click “Show Notifications”.

2. Choose Email Notification:

   • Add recipients (e.g., your staff or yourself).

   • Customize the subject line and email message.

3. Optional: Enable Auto Responder:

   • Sends a confirmation email with the respondent’s answers.

? Step 9: Save Your Work

• Click “Save” at the bottom of the notification settings.

• Also click the main Save button on the top-right to apply all changes.

? Step 10: View Survey Results

• Go back to Surveys and select “Submissions”.

• Choose a specific survey (e.g., Client Satisfaction Survey).

• Click a submission to view individual responses.

? Tip:

If your survey asks for name and email, the submission will be linked to a contact.

• Open that contact’s profile to view the survey activity under Activity History.

• Click the file icon to preview the answers submitted.

? And You’re Done!

That’s all you need to create beautiful, dynamic, and insightful surveys using TheraSaaS. Practice customizing slides, adding logic, and reviewing results to master the tool.