Rating Fields and Feedback Collection

The Rating field displays a row of stars that visitors click or tap to give a score. Use it to measure satisfaction, interest level, priority, or any other scale-based metric directly within your form.

Adding a Rating Field

1. Open your form in the Builder tab (routing form) or go to Invitee Questions (meeting type).
2. Click + Add field and select Rating.
3. Enter a label — for example: "How would you rate your current solution?" or "How urgently do you need help? (1 = no rush, 5 = critical)"
4. Set the maximum number of stars (default: 5). You can change this to any value from 1 to 10.
5. Mark the field as required if a rating must be given before submission.
6. Click Save.

How It Looks to Visitors

The visitor sees a row of star icons. Clicking or tapping a star selects that rating and highlights all stars up to that point. They can change their selection before submitting.

On mobile, the stars are touch-friendly and large enough to tap comfortably.

Using Ratings as Routing Conditions

Rating responses are numeric values, so you can use numeric operators in routing conditions:

See Routing Conditions: Route Visitors Based on Form Answers for how to set up these rules.

Common Use Cases

Lead intent scoring

Ask "How ready are you to switch tools? (1 = just researching, 5 = ready to buy now)" and route high-intent visitors (rating ≥ 4) directly to a sales booking page, while lower-intent visitors get a nurture sequence instead.

Post-call satisfaction survey

Add a rating field to a post-meeting routing form to collect NPS-style scores automatically after each appointment.

Feature priority collection

Ask "How important is this feature to you?" with a 5-star scale to prioritize product feedback without a separate survey tool.

Internal qualification

Use a rating field to let visitors self-select their urgency or pain level, which then determines which team handles their inquiry.

Tips

• Keep the label descriptive — make it clear what 1 and the maximum represent. Example: "Rate your pain level (1 = minor inconvenience, 5 = business-critical problem)"
• Combine with Yes/No — a Yes/No field can do a binary gate check, while a rating captures nuance for prospects who pass the gate.
• Use Markdown in the label — enable the Markdown toggle to add bold anchors or format the label with a clear scale description. See Using Markdown in Field Labels.

FAQ

Can I change the number of stars after publishing the form?

Yes, you can update the maximum star count at any time. Existing submissions will retain their original score values.

Is a rating field available in meeting type booking forms?

Yes. Rating fields work in both routing forms and meeting type booking forms.

Can the rating value appear in notification emails?

Yes. Use {{field_id}} in your notification template (replacing field_id with the actual field identifier). The rating value is sent as a number, for example 4.

What if a visitor doesn't select a rating on an optional field?

If the field is optional, the form submits without a rating value. The field will be blank in the submission record. Use Required to force a selection.