Create Custom Surveys in HubSpot with the New Editor
The new survey editor in Hubspot makes it easier to design, customize, and send customer feedback surveys without needing any code. This guide walks you through every step so you can quickly launch a professional survey and start collecting actionable feedback.
The process includes choosing a template, editing questions, styling your survey, configuring who receives it, and reviewing the performance of your survey after it is live.
Getting Started with the HubSpot Survey Tool
To begin, you must have access to the feedback tools in your account. Once you are signed in, you can open the survey area from your main navigation.
- In your account, navigate to the feedback or surveys section.
- Click the option to create a new survey.
- Select the new survey editor if you are prompted to choose an editor experience.
The new editor centralizes survey creation so you can configure questions, appearance, automation, and delivery from one place.
Choose a Survey Type in HubSpot
Before you design questions, select a survey type that matches your goal. Different templates are optimized for different stages of the customer journey.
- Customer satisfaction (CSAT): Measure how satisfied customers are with a specific interaction or experience.
- Net promoter score (NPS): Understand how likely customers are to recommend your company.
- Customer effort score (CES): Gauge how easy it is for customers to complete a task or get help.
- Custom survey: Build a fully tailored survey from scratch.
After selecting the type, click to continue to the main survey editor where you will configure content and settings.
Configure Survey Basics in the HubSpot Editor
The editor opens with several tabs or sections for different parts of the survey. The basic configuration controls how your survey is identified and how it appears to respondents.
Set Survey Name and Language in HubSpot
Use the settings panel to define the core details:
- Enter an internal survey name so your team can easily identify it.
- Choose the language for all default survey text.
- Review any default messages that come from your chosen template.
These settings help keep surveys organized and ensure a consistent experience for your contacts.
Customize Survey Questions
The main section of the editor allows you to add, remove, or edit questions. Depending on the survey template, you can work with different field types.
- Click on an existing question to edit its label, description, and options.
- Use the option to add a new question if you need more detail.
- Select the answer format, such as rating scale, radio buttons, checkboxes, or open text.
You can reorder questions using drag-and-drop controls so the flow matches your desired logic and sequence.
Design the Look and Feel of Your HubSpot Survey
Visual consistency helps increase trust and completion rates. The design area in the editor lets you adapt your survey to your brand.
Adjust Branding and Colors
From the design tab, you can configure a variety of elements:
- Upload or confirm the logo that appears at the top of the survey.
- Choose primary and secondary colors that match your brand palette.
- Select fonts or typography styles, where available.
- Set the background color or pattern if supported.
Always preview your changes to confirm that text remains readable and that the overall experience matches your branding guidelines.
Edit Survey Introduction and Thank You Pages
The first and final screens are key moments in the survey journey.
- Introduction: Explain who you are, why you are asking for feedback, and how long the survey will take.
- Thank you: Confirm that responses are received and, optionally, describe what you will do with the feedback.
Use clear and concise language so visitors understand the value of participating in the survey.
Configure Survey Delivery in HubSpot
Next, choose how contacts will receive the survey. The new editor typically supports multiple delivery channels.
Choose Delivery Channel
Depending on your subscription and template, you can send the survey in different ways:
- Email: Send survey invitations directly to selected contacts.
- Embedded page: Show the survey on a website page or within a specific application view.
- Shareable link: Generate a direct URL you can use in other channels.
Select the option that aligns with how you currently engage with your customers.
Define the Target Audience
The targeting settings determine who sees your survey and when they receive it.
- Choose the list or segment of contacts that should be eligible to get the survey.
- Apply filters based on properties such as lifecycle stage, recent activity, or other attributes.
- Configure any exclusion rules to avoid over-surveying certain contacts.
Thoughtful targeting ensures you receive relevant responses and avoid survey fatigue among your audience.
Set Automation and Notifications in HubSpot
Automation options enable you to take action based on responses and keep your team informed.
Use Follow-Up Emails and Workflows
Within the editor, you can often configure basic automation directly from the survey settings:
- Send a follow-up email to thank respondents for their time.
- Trigger internal notifications when respondents give low satisfaction or effort scores.
- Enroll respondents in workflows for additional nurturing based on their answers.
Automated follow-up ensures your team reacts quickly to important feedback.
Configure Internal Alerts
You can also set up alerts to notify specific team members about survey activity.
- Enable email notifications to assigned users when new responses are submitted.
- Route alerts based on criteria such as score thresholds or specific question answers.
This helps support, success, or sales teams act on feedback without constantly checking reports.
Preview and Test Your HubSpot Survey
Before you publish, review the survey to confirm everything appears and functions as expected.
- Use the preview mode to see the survey as a contact would.
- Test any branching or conditional logic you added.
- Send a test email to internal users if you are using email delivery.
- Check mobile and desktop views to ensure the layout is responsive.
Only move to the final step once all labels, messages, and links are verified.
Publish and Monitor Your Survey in HubSpot
When you are satisfied with the configuration, you can go live and start capturing responses.
- Click the publish or turn-on option in the editor.
- Confirm the delivery schedule and settings.
- Monitor early responses to ensure data is collected correctly.
After the survey has been running for a period of time, you can review analytics within the feedback tools.
Analyze Survey Results
The results area typically includes key performance indicators and response detail.
- View overall scores such as satisfaction, effort, or promoter percentages.
- Filter responses by contact properties, time range, or specific answers.
- Export results for deeper analysis or sharing with stakeholders.
Use these insights to make improvements across your product, service, and support experiences.
Additional Resources for HubSpot Survey Best Practices
For the most accurate and current instructions, always refer to the official product documentation. You can view the original step-by-step reference for the new survey editor on the official knowledge base at this HubSpot survey editor guide.
If you are planning a broader implementation or need expert help configuring automation, segmentation, and reporting around surveys, you can explore consulting services from Consultevo, which specializes in CRM and marketing operations.
By following the steps in this article and making full use of the new survey editor, you can build efficient feedback programs, close the loop with customers, and continuously improve the experience you deliver through your HubSpot environment.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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