Using the Rating Element in Forms, Surveys, and Quizzes

Introduction

Gather valuable feedback and measure customer sentiment by adding a Rating Element to your forms, surveys, and quizzes. This feature allows you to present a visually appealing, interactive scale—using icons like stars, hearts, or thumbs-up—that encourages user interaction and provides clear, quantifiable data.

About the Rating Element

The Rating Element is a custom field that enables you to collect feedback through a simple, icon-based scale. By adding it to a form, survey, or quiz, you give respondents an intuitive way to rate a product, service, or experience. This visual method simplifies the feedback process for users and helps you quickly interpret the results.

You can customize the type of icon, the number of points on the scale, the labels, the colors, and how the data is stored. The ratings collected are automatically integrated into your CRM, making them available for automations and reporting.

Key Benefits

• Enhanced User Experience: The visual nature of the rating scale makes it easy and engaging for users to provide feedback.
• Icon Variety: Choose from different icon sets including stars, hearts, thumbs-up, flags, or light bulbs to match your brand or the context.
• Customizable Scale: Define the rating range, from 1 to 10 steps, and set custom labels for the lowest and highest points (e.g., "Very Dissatisfied" to "Very Satisfied").
• Flexible Data Storage: Save the rating value as an absolute number, a percentage, or a fraction to suit your analysis needs.
• CRM Integration: Map the rating to a custom field on a contact record, enabling its use in workflows, segmentation, and personalized communication.

How to Add a Rating Element

Step 1: Access the Builder

From your CRM dashboard, navigate to Sites, then select Forms, Surveys, or Quizzes. You can either create a new item or edit an existing one.

Step 2: Add the Element

In the builder, click the Add Form Element button (represented by a plus ➕ icon). Locate the Rating Element from the list of available elements and drag it to your desired location within the form.

Step 3: Configure the Settings

Click on the placed Rating Element to open its configuration panel on the right side of the screen. The settings are organized into three main sections:

• General Settings: Configure the element's label, short label (for internal use), width, and whether it is a required field.
• Rating Settings: Choose the icon type, alignment (left, center, or right), the number of rating steps (from 1 to 10), the labels for the lowest and highest values, the data storage format, and the colors for the selected and unselected icons.
• Advanced Settings: Map the rating data to a custom field in your CRM.

Step 4: Preview and Test

Use the Preview function to test your form. When you hover over the rating icons, they should highlight in the color you selected, confirming the interactive element is working correctly.

Rating Element Configuration Options

The configuration panel provides detailed control over the element's appearance and functionality.

General Settings

• Label: The text that appears above the rating scale for the user.
• Short Label: An internal name for the field.
• Field Width: Adjust the width of the element (e.g., 100% or 50%).
• Required: Toggle this on to force the user to provide a rating before submitting the form.

Rating Settings

• Icon Type: Select from stars, hearts, thumbs-up, flags, or lightbulbs.
• Icon Alignment: Choose to align the icons to the left, center, or right.
• Count: Set the number of icons in the scale, from 1 to 10.
• Lowest & Highest Labels: Define the text that appears below the first and last icon (e.g., "Poor" and "Excellent").
• Data Storage Options: Determine how the rating value is saved. Absolute Value stores the raw number (e.g., 4). Percentage converts it to a percentage (e.g., 80% for a 4 out of 5 rating). Fraction stores it as a fraction (e.g., 4/5).
• Icon Selected State: Choose the color for an icon when it is selected.
• Icon Unselected State: Choose the color for an icon when it is not selected.

Advanced Settings

• Custom Field Name: Select or create a custom field in your CRM to which the rating data will be mapped. This allows the data to be stored on the contact record.

Using Ratings in Your CRM

Mapping the Rating Element to a custom field is a powerful way to leverage the collected data. Once stored on the contact record, the rating can be used to trigger automations, apply conditional logic in workflows, personalize follow-up messages, and segment your contact lists based on feedback scores.

Viewing and Tracking Submissions

You can review the ratings submitted by users in several places:

• In the main Submission Table for the form, survey, or quiz.
• On the individual Contact Record of the person who submitted the rating.
• When exporting submissions as a PDF, the rating activity is included in the contact timeline for a complete record.

Frequently Asked Questions

Can I use different icons in different forms?

Yes. Each Rating Element you add can be configured with its own unique icon type.

Is the Rating Element mobile-friendly?

Yes. The element is fully responsive and functions correctly on both desktop and mobile devices.

Can I map the rating to an existing custom field?

Yes. You can select any compatible custom field from your CRM to store the rating data.

Can I use the rating value in automations?

Yes. Once the rating is mapped to a custom field, you can use its value as a trigger or condition within your automation workflows.