Who This Is For / When to Use
Accounts collecting lead or customer data using surveys
Teams qualifying leads using conditional logic
Users embedding surveys on websites, funnels, or campaigns
Anyone reviewing or exporting survey submissions
Overview of the Surveys Feature
Kyrios surveys allow you to collect information and qualify contacts using logic-based questions.
You can access surveys from Surveys, which contains three tabs:
Builder – Create, edit, and manage surveys
Analyze – View submission counts and performance graphs
Submissions – Review and export individual responses
Step 1: Create a New Survey
Go to Surveys → Builder
Click + Add Survey
Choose Start from Scratch or From Templates
Click Create
Step 2: Rename the Survey
Open the survey in the builder
Click the pencil icon next to the survey name
Enter a new name
Step 3: Add Survey Elements
Open the Elements Panel
Click the + icon on the left side
The Form Element panel opens with available fields
Add Standard Fields
From Quick Add, drag and drop fields such as:
Full Name
First Name / Last Name
Phone
Email
Address
Button
Add Multiple Slides
Surveys can contain multiple slides.
Scroll to the bottom of a slide
Click the + icon to add another slide
Add Images to Surveys
Add an Image element
Upload or select an image
Adjust alignment and size from the right panel
Step 4: Use Object Fields and Custom Fields
Add Object Fields
Open Add Object Fields
Choose the object (for example, Contact)
Drag fields into the survey
Remove Unneeded Fields
Click a field on the canvas
Click the X icon to remove it
Step 5: Style the Survey
Open Styles & Options
Click Styles & Options on the right side
Select Styles
Adjust Layout and Spacing
You can configure:
Layout type (Single Column, Two Column, Single Line)
Field width
Field spacing
Field Spacing Control
Use Field Spacing to adjust distance between fields.
Bubble Style for Radio Buttons
Select a Radio element
Go to Options
Enable Bubble style
Apply a Theme
Open Themes
Choose a prebuilt theme
The theme applies background, fonts, and button styles
Element-Level Label Alignment
Each field can override global label alignment.
Select a field
Choose Left, Right, Top, or Form Default
Step 6: Zero Padding Support
Surveys support true zero padding for precise layouts.
Go to Styles → Layout → Margin & Padding
Set top and bottom padding to 0px
Step 7: Add Survey Logic (Qualification)
Survey logic controls what happens based on answers.
Select a dropdown, radio, or checkbox field
Open Logic
Assign actions per option
Example actions:
Go to another slide
Disqualify immediately
Disqualify after submit
Step 8: Notification Settings
Enable notifications from the top toolbar.
Email Notification – Receive an email on submission
Auto Responder – Send a confirmation email to the contact
Step 9: On Submit Message Editor
You can customize what users see after submission.
Go to Settings → On Submit
Enable Message Styling
Customize text, colors, padding, and background blur
Step 10: Background and Header Images
Surveys support:
Full background images
Header images at the top of the survey
These are configured in Styles → Colors & Background.
Step 11: Integrate the Survey
Click Integrate
Choose Embed Code or Share Link
Copy the embed code or URL
Surveys can be embedded in websites, funnels, or shared via email/SMS.
Step 12: Save and Version History
Click Save to store changes
Use Version History to restore previous versions
Step 13: Terms & Conditions Fields
Surveys support multiple T&C checkboxes. Each checkbox can be edited individually with rich text formatting.
Step 14: Dropdown and Multi-Select Options
You can add and manage dropdown options:
Select the dropdown field
Go to Options
Click + Add Option
Step 15: Review Submissions
Open Submissions
Filter by date or survey
Search by email, phone, or name
Export submissions as needed
Step 16: “Other” Option in Surveys
When enabled, the Other option allows custom responses. User-entered values appear directly in submissions.
Step 17: Spread to Columns
Radio buttons and checkboxes can be displayed in columns.
Select the element
Go to Options
Enable Spread to Columns
Step 18: Inline Editing
Text elements can be edited directly in the canvas.
Click any label or text
Type to update instantly
Step 19: Analyze Survey Performance
Use Analyze to view:
Submission counts
Date-based trends
Survey-level performance
FAQ
Where do I access surveys in Kyrios?
Go to Surveys, then choose Builder, Analyze, or Submissions depending on your task.
What is the difference between a survey and a form?
Surveys support logic-based qualification, while forms are primarily for information collection.
Can I permanently edit standard fields?
No. Standard fields can only be customized per survey. System-wide changes are not supported.
Can surveys collect payments?
Yes. Surveys using one-question-at-a-time can include payment elements.
Can I restore an older version of a survey?
Yes. Use Version History to restore previous saved versions.