Multi-Select

Business Background

Add multi-select question types, and enable users to select more than one answer with just a few clicks.

Titan Solution

• The Multi-Select Question type is similar to a multiple-choice question, and respondents can select more than one choice from a drop-down.
• Users can generate multi-select list questions with data pulled directly from Salesforce, and customer responses sync back to Salesforce, ensuring complete automation for your surveys.

How to Video

Use Titan Survey to easily create web or email surveys for Salesforce. In this video, we will show you how to use the multi-select question type in Titan Web Survey.

• 0:15 Add Multi-Select Question Type: Learn how to add the multi-select question type.
• 0:33 Edit Content: Learn how to set different static content styling for the text, such as changing the placeholder, adding a default value, or setting up the number of visible lines.
• 1:02 Configure Items: We show you how to add labels and values. You can add more choices or clear to delete a choice.
• 1:40 Edit Interactivity: You can set interactivity, such as Hide Valid Text, Mandatory, and Hide Onload.
• 1:46 Publish Survey: Learn how to publish the survey and add objects, such as contact.
• 1:55 Add Conditions: We show you how to add conditions, such as your Last Name.
• 2:01 Distribution Method: You can choose your distribution methods, such as Mail, SMS, or WhatsApp.
• 2:06 Choose Content: Choose content, such as an Email Template or Custom Email.
• 2:16 Send Survey: We show you how to send the survey.
• 2:27 View Survey Email: Learn how to view the survey link in your email and see how it works.
• 2:50 Salesforce: View your questions and responses in Salesforce.

How to Guide

1. Create a new Web Survey.
2. Add a question slide and click the Next button.

3. Select the List category and click the Multi-Select option.
4. Click the Insert button.

5. Type your question in the text field.
6. Type the description if necessary.

7. To use Static Values, click the Edit Mapping option. Type your option in the label or value field on the Configure Items screen.
   • Click the Add a choice button to add more choices.
   • Click the Clear Default button to delete or remove a choice.
   • Click the Apply button.

8. To use Dynamic Values, click the Sync from Salesforce option.
   • Select an option from the Select an object drop-down list.
   • Select an option from the Select a field drop-down list.
   • Click the Apply button.