VipeCloud sign-up forms can be used to collect survey responses, ratings, and feedback using the Dropdown / Likert Scale field type. This article covers how to set up a survey form and configure that field for either a standard dropdown or a visual Likert scale display.
How to Set Up a Survey Sign-Up Form
Go to Automations, then Sign-Up Forms.
Open the sign-up form you want to use for the survey, or create a new one. A "lead capture" form is the type to use for this.
Keep the email field on the form so responses are tied to a contact record.
How to Add a Likert Scale or Rating Fields
Dropdown-type fields are what can be displayed as Likert scales or ratings.
If adding an existing custom field:
Click Add Contact Field to find add custom contact dropdown fields. You can also create Form Fields by clicking Create Field For Form and selecting "Dropdown / Likert Scale"
Once your fields are added:
Click Edit Display
Click Likert Scale
Choose how you want your options to be displayed
Click save when done.
Key Notes
Emoji-style Likert scales are only available with 3 or 5 answer options.
Drop-down display shows a standard select list; Likert Scale display shows a visual rating using buttons, stars, or emojis.
Preview the form after setup to confirm the display looks correct before sending it.
This field type works on any sign-up form and is not limited to surveys.
When creating dropdown fields, there are quick add options for dropdown options 1-5 and 1-10. These are primarily for Likert scales and surveys for quick creation.