Cloudy Survey & Form Knowledge Base
"Design. Distribute. Collect. Act. Everything You Need in One Place."
Product Overview
Cloudy Survey Form is a powerful and flexible survey and data collection solution built natively on Salesforce. Designed to simplify and streamline how organizations gather responses, it enables the creation of dynamic surveys, forms, and feedback tools - all integrated seamlessly within your Salesforce ecosystem.
Whether it's internal HR surveys, customer satisfaction forms, lead qualification checklists, or field data capture, Cloudy Survey Form empowers users with an intuitive interface and customizable components tailored to their exact needs.
Key Features
1. Multiple Question Types
Cloudy Survey Form provides a diverse set of question types, making it easy to gather exactly the information you need - from quick yes/no answers to in-depth feedback or even digital signatures.
Detailed Breakdown:
- Standard: Multiple Choice, Single Choice, Text (Short/Long), Rich Text.
- Validated: Email, Phone, URL, Date, Number, Currency, Percent.
- Interactive: Yes/No Toggle, Rating (Stars/Emojis), Rating Scale, Slider, Image Choice.
- Advanced: File Upload, Signature, Matrix (Single/Multi-Choice), Checkbox, Poll, Price Range.
2. Question Logic
Make your surveys dynamic, personalized, and more relevant. With logic rules, you can control which questions appear based on a user's previous answers, creating an intelligent experience.
- Skip Logic: Automatically skip a question or section if a condition is met.
- Branching Logic: Direct users down different paths depending on their responses.
- Conditional Visibility: Show or hide a question only if a certain condition is met.
3. Survey Preview
Before sharing, preview the full experience exactly as your users will see it. This feature ensures everything looks, flows, and functions correctly, reducing errors and improving survey quality.
- Live Form Simulation: Interact with the survey as a respondent.
- Cross-Device View: Preview on desktop, tablet, and mobile.
- Test Conditional Logic: Verify that all logic behaves as expected.
4. Required Questions
Ensure you capture the most important information by marking specific questions as required. This prevents submission of incomplete responses and guarantees you collect all critical data.
- Mandatory Field Toggle: Easily set any question as "Required".
- Submission Blocker: Prevents form submission if required fields are empty.
- Visual Indicators: Marks questions with an asterisk (*) so users know what's mandatory.
5. Survey Invitation Email Template
A ready-to-use email format designed to invite customers, users, or stakeholders to participate in surveys directly from your Salesforce environment. This helps you reach the right audience with a personalized and professional email, automating the invitation process.
Benefits
- Easy to Use: Build surveys with a drag-and-drop interface—no coding required.
- Tailored Data Collection: The wide variety of input types means you can design surveys that precisely match your use case - whether you're running a quick poll, collecting contact info, or gathering deep qualitative feedback.
- Enhanced User Engagement: Interactive elements like sliders, image-based choices, and rating scales make the survey experience engaging and user-friendly, increasing completion rates.
- Powerful Question Types: Supports multiple choice, text, ratings, file uploads, sliders, date pickers, and more.
- Smart Logic: Show or hide questions based on previous answers with advanced conditional logic.
- Custom Branding: Tailor surveys with your logo, colors, and themes to match your brand.
- Secure & Compliant: All submitted data is securely stored within your Salesforce instance, supporting compliance needs for privacy and data protection standards like GDPR.
Use Cases
1. Product Feedback Forms
Collect product reviews, usability feedback, or feature requests directly from users.
- Multiple Choice for selecting feature usage
- Ranking to prioritize improvements
- File Upload to submit screenshots or documentation
- URL to reference third-party links or examples
Example: Beta users rank their top requested features and provide optional screenshots or links to competitor tools.
2. Event Registration Forms
Create seamless sign-up experiences for webinars, training sessions, or corporate events.
- Text, Email, and Phone fields for participant info
- Date pickers for scheduling
- File Upload for submitting presentations or documents
- Slider for selecting preferred session times
Example: An event registration form collects attendee info, dietary preferences, and allows speakers to upload their presentation files.
3. Application and Onboarding Forms
Standardize recruitment, partner registration, or employee onboarding with dynamic forms.
- Multiple Choice for department/role selection
- Text, Email, Phone, and Date for personal information
- File Upload for resumes, IDs, or certificates
- Signature for offer letter acceptance or policy acknowledgment
Example: A job application form includes personal details, CV upload, and signature of acknowledgment for background check consent.
4. Compliance Document Submissions
Simplify regulatory and legal document collection processes.
- File Upload for secure document submission
- Checkboxes and Single Choice for compliance confirmations
- Date fields for tracking submission deadlines
- Signature fields to authenticate declarations
Example: A compliance form allows vendors to upload certifications, agree to terms, and digitally sign before onboarding.