Dial Amp

Dial Amp / Calling setup

Create a call survey in Dial Amp

Build, preview, and save a call survey with questions, answer types, and optional CRM mapping.

Calling setupAbout 10 minutesAgents can create personal surveys; administrators manage organization sharing and shared survey access.

Purpose-built for Zoho CRM

What you’ll accomplish

The result

The Call Surveys builder lets you compose questions, choose answer types, mark required responses, and optionally configure choices, conditional logic, and Zoho field mapping.

Before you begin

  • You can open Settings → Dial Sessions → Call Surveys.
  • Decide what information the survey should collect and which questions are required.
  • Know whether the survey should be personal or shared; personal survey sharing is limited by ownership permissions.

Access to have ready

Use an account with permission to access the Zoho CRM records and Dial Amp settings needed for these steps. The right access depends on your organization’s setup; ask your CRM administrator if you’re unsure.

Screen-sharing video coming soon

There isn’t a video for this tutorial yet. You can follow the written steps and screenshots now.

Follow along

Step-by-step instructions

Work through the steps in order. Each number marks an action in this tutorial.

  1. Open Call Surveys

    Go to Settings → Dial Sessions → Call Surveys and click New Survey. Enter a clear name so agents can identify it during session setup.

  2. Add questions and page breaks

    Use Question to add a question. Add a Page Break when you want to separate parts of the survey. Select each question in the builder to edit its settings.

  3. Set each question’s answer options

    Edit the question text, select an answer type, and mark Required when an agent must provide an answer. Add choices or conditional logic where the selected answer type and workflow call for them.

    • Use Zoho field mapping only when the question answer should populate a corresponding CRM field.

  4. Review survey Settings

    Open Settings to review options such as a Zoho Summary Field or PDF generation and attachment. Configure these only when they fit your intended workflow.

  5. Preview and create the survey

    Click Preview to check the survey flow and question wording. Return to the builder to make corrections, then click Create Survey to save it.

You’re done when…

Check your result

  • The new survey appears in Call Surveys after you click Create Survey.
  • Preview shows the questions, answer types, and required markers you intended.
  • Optional mappings and summary/PDF settings are configured only where needed.

If something doesn’t look right

Troubleshooting

Why can a teammate not see my survey?

Personal survey ownership and sharing are limited. Check whether the survey is personal and ask an administrator about an organization-shared survey.

Why can I not edit a question?

Select the question in the builder to open its editor, then update its text, answer type, Required setting, or supported options.

Why does an answer not update a Zoho field?

Field mapping is optional. Check that the question has the intended Zoho field mapping and that the survey is saved with that setting.

Keep going

Next tutorials

Calling setupCreate a call script for Dial AmpWrite and save a reusable call script, with optional name merge tags for a more personal opening.Calling setupCustomize the Dial Amp call screenHelp agents see useful Lead and Contact context by configuring a shared call-screen layout.Getting startedGet started with Dial Amp and Zoho CRMSign in, connect your own Zoho CRM account, get the Zoho Marketplace extension, and check shared setup with your administrator.
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