Use the Survey Information page to create surveys for use with Click-to-Call.

Access the Survey page by going to Setup > Survey Builder. You can edit current surveys or create a new survey by clicking the Add a New Survey link.

The Survey invite appears as a hyperlink that opens in a new window by default. The visitor can choose to take the survey by clicking the link.

Important: When creating or editing a survey, it is recommended that you leave the Survey Admin field set to None. If you select a specific administrator for the survey and that administrator is deleted for any reason, it significantly affects the surveys use.