> For the complete documentation index, see [llms.txt](https://docs.talkfurther.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talkfurther.com/products/web-data/care-financial-surveys.md).
# Web Surveys
Choosing senior living is one of the most important — and often stressful — decisions for families. Communities often struggle to:
* Understand where a prospect is in their journey.
* Identify if the person is ready financially and emotionally.
* Collect meaningful data before a tour or sales conversation.
* Present this feedback back into the CRM for follow-up.
**Web Surveys** solve this by embedding quick, personalized surveys into your digital experience. Families receive education, answer readiness questions, and share details that prepare your sales team — all before they ever step on-site.
***
## What it is
Web Surveys are an incremental, layered tool that enhances the digital experience. They provide structure for families at a critical moment, offering simple, guided questions that help clarify care needs, memory concerns, or financial readiness.
For your team, they deliver the insights that matter most complete with a Readiness Score to help you prioritize follow-up and tailor your outreach from the very first touch.
And unlike survey tools that operate in a silo, Further’s Web Surveys are fully integrated across your sales and marketing ecosystem from your website to phone-based workflows. That means you get the benefits of structured data, readiness scoring, and shared visibility no matter how or where a lead engages.
***
## What Web Surveys Do
Web Surveys combine **education + lead capture + qualification** in a seamless flow:
* **Readiness Assessment**: Helps families evaluate if senior living is the right next step.
* **Financial Readiness Survey**: Guides prospects through affordability considerations.
* **Personalized Prospect Experience**: Surveys display the family’s name, branding, and tailored questions.
* **Education Panels**: Alongside questions, families see helpful explanations (e.g., levels of care, financing options) to make the process less intimidating.
* **Omni-Channel Distribution**: Surveys can live directly on your website, or be sent by **email or SMS** through your marketing automation.
* **CRM-Connected**: All responses automatically feed into your CRM and Further dashboards.
**Outcome:** Sales teams meet prospects already informed, qualified, and easier to guide toward a decision.
***
## Types of Surveys
* **Care Readiness Survey –** Surfaces acuity needs early and personalizes the sales conversation.
* **Memory Care Survey –** Detects early indicators of memory care needs and engages families who may be unsure where to start.
* **CCRC Survey –** Aligns expectations about care levels, services, and entrance fees in Continuing Care communities.
* **Financial Readiness Survey –** Identifies affordability and potential financing options early and filters out financially unqualified leads.
Demo them here! [Care Readiness](https://www.talkfurther.com/try-it), [Memory Care](https://www.talkfurther.com/try-it-memory-care), [Continuing Care](https://www.talkfurther.com/try-it-ccrc), and [Financial Readiness](http://www.talkfurther.com/try-it-affordability)
***
## How It Works
1. **Install & Brand**
* Further installs surveys for you, styled to match your community’s website.
* No heavy website work — it's ready to go out of the box.
2. **Launch Points**
* **On Website**: Visitors click “Take Survey” and are guided through the flow.
* **Email / SMS**: Prospects receive a personalized link that knows their name and will personalize their experience
3. **The Survey Experience**
* **Left Panel**: Education about senior living, finances, or care options.
* **Right Panel**: Interactive survey questions (e.g., what care level are you exploring? what’s most important to you?).
* **Personalization**: Uses the prospect’s name and details for a conversational feel.
4. **Data Capture**
* Collects contact details, preferences, and readiness signals.
* Stores responses in the CRM and automation system.
5. **Follow-Up & Automation**
* Prospects who score high readiness can be routed to sales immediately.
* Families not yet ready can be nurtured via Further’s automation tools.
* Negative indicators (e.g., “not ready financially”) can trigger educational nurture campaigns.
***
## Integrations & Configuration
Web Surveys integrate directly into your existing workflows:
* **CRM Integrations**\
Yardi, Salesforce, Aline (Sherpa/Enquire), WelcomeHome, and others.\
Surveys push results back into the CRM for tracking and reporting.
* **Marketing Automation**\
Leverage email and SMS campaigns. Send surveys automatically after events like:
* Lead creation
* Tour completion
* Post-move-in milestone
* **Customization Options**
* Branding (logos, colors, fonts)
* Question libraries (readiness, financial, family satisfaction)
* Response triggers (notify team, launch campaign, update CRM status)
***
## Setting It Up
1. **Create New Survey**
* Log into your Further Dashboard and create a "Web Assistant" using one of the "Survey" templates
2. **Configure**
* Customize survey content and branding using the Dialog editor for the questions and Teaser Settings for the website integration
3. **CRM & Analaytics**
* If your Further Platform is already set up for leads to push into the CRM, then the survey's will sync with existing and new lead records
* Track survey response to get better insights into consumer behavior and interests
***
## Reporting & Insights
Web Surveys don’t just collect data — they make it actionable:
* **Individual Response View**: View each families responses, tied to their CRM record.
* **Aggregate Insights**: Track readiness trends, financial concerns, and education gaps.
* **Performance Metrics**:
* Completion rates
* Average readiness score
* Lead-to-tour conversion lift
***
## Troubleshooting
* **Survey not displaying on site**\
→ Ensure embed script is installed and survey is published. Confirm the CSS selector in Teaser Settings is on the page
* **Responses not syncing**\
→ Verify CRM integration permissions and field mapping.
***
## FAQs
* **Can surveys be customized?**\
Yes — you can edit questions, branding, and the educational content shown.
* **How fast do results appear?**\
Instantly in the dashboard and synced to your CRM once the prospect has completed the survey
* **Do surveys only work for prospects?**\
No — they can also be used for existing prospects or even residents.
***
> **Web Surveys turn passive leads into active participants in the decision process.** By combining education, readiness scoring, and CRM integra
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