Product Overview

Here is the detailed feature breakdown for Cloudy Survey & Form, formatted like the example you provided:
Cloudy Survey & Form is built to streamline and optimize data collection processes, offering functionalities such as:

1. Survey and Form Creation: Provides a no-code, drag-and-drop builder for quickly designing highly customized forms, feedback mechanisms, and sophisticated surveys.
   
   
2. Standard Input Types: Collects precise, validated information using fundamental data fields:
   
   
   • Text / Text Area / Long Text Area: Gathers short, single-line text (Text), or longer, multi-line open-ended responses (Text Area/Long Text Area).
     
   • Number / Percent: Captures numerical values, with support for automatically formatting data as a percentage.
     
   • Currency / Price Range: Specifically designed to input and format monetary values, or allow respondents to select a value within a defined range using an interactive element.
     
   • Date / DateTime: Enables respondents to select a specific calendar date and/or a date with a precise time stamp.
     
   • Email / Phone / URL: Validates inputs to ensure they conform to standard formats for email addresses, phone numbers, and web links.
     
3. Selection & Rating Types: Offers diverse ways for respondents to choose from predefined options or provide measurable feedback:
   
   
   • Single Choice / Multiple Choice / Checkbox: Allows respondents to select a single option (Single Choice/Multiple Choice) or multiple options (Checkbox) from a defined list.
     
   • Yes/No / Poll: Provides a simple binary choice (Yes/No) or a quick, focused selection question often used for immediate feedback (Poll)
     
   • Rating / Rating Scale: Gathers feedback using a defined scale (e.g., 1-5 stars, a visual scale) or a Likert-style continuum (Rating Scale).
     
   • Slider: Allows users to select a continuous value by moving an interactive slider bar, offering a smooth, visual way to measure opinion or quantity.
     
4. Advanced Matrix & Grid: Consolidates multiple related questions into a single, efficient, and visually organized grid format:
   
   
   • Matrix Single Choice / Agree – Disagree: Presents multiple items (rows) that are all evaluated against the same set of single-choice columns (e.g., Strongly Agree to Strongly Disagree).
     
   • Matrix Multiple Choice: Presents multiple items (rows) where respondents can select multiple answers (columns) for each item.
     
5. Media & Rich Content: Supports rich data collection beyond standard text inputs:
   
   
   • Image Choice: Presents visual images as answer options, allowing respondents to select one or more images instead of text.
     
   • File Upload: Permits respondents to attach documents, images, videos, or other media files directly to their submission.
     
   • Signature: Captures digital signatures directly within the form, suitable for consent forms and contracts.
     
   • Rich Text Area: Provides an input field that supports rich formatting (like bold, italics, lists), allowing for structured, descriptive qualitative feedback.
     
6. Intelligent Logic and Branching: Enables the use of advanced conditional logic to show or hide subsequent questions based on a respondent’s previous answers, personalizing the flow and increasing completion rates.
   
   
7. Native Salesforce Integration: All survey responses, form submissions, and associated data are automatically mapped and stored in real-time as standard or custom objects within your Salesforce CRM.
   
   
8. Distribution and Access: Offers flexible distribution methods, including direct public links and automated email invitations sent directly from Salesforce.
   
   
9. Branding and Customization: Allows for complete customization of the form’s appearance, including the ability to apply corporate logos, brand colors, custom themes, and CSS.
   
   
10. Data Security and Compliance: Leverages Salesforce’s built-in security architecture to ensure all collected data is handled with enterprise-level security and assists with data privacy compliance.
    
    
11. Response Management: Tracks all submissions, including completion status (in progress, completed), and provides real-time dashboards to view and analyze response data directly within Salesforce.
    
    
12. Automation and Workflow: Supports integrating form submissions with Salesforce Flow or Process Builder to trigger automated actions, such as creating a new Lead, updating a Case, or sending a follow-up email.