Use this guide when you need to review a Survey, Quiz, or Statement of Belief touchpoint in Playbooks.
Edit the content, approve the touchpoint, then choose HubSpot publication or a Google Docs export.
Only HubSpot supports direct publication for these three types. For other tools, use the exported copy to build your form manually.
Use this article when
- You want to understand the questions or statements inside a generated touchpoint.
- You need to edit and approve its content before launch.
- You want to know whether Avid can publish it to your connected tool.
Before you begin
A touchpoint is one campaign deliverable inside a play.
| Feature | Playbooks |
|---|---|
| Permissions | Playbooks > Edit to edit and approve. Playbooks > Export to launch. |
| Content | An existing Survey, Quiz, or Statement of Belief touchpoint that has finished generating. |
| Destination | A connected HubSpot account for direct publication, or Google Docs export for manual setup elsewhere. |
What each touchpoint contains
Review the Headline, Body Copy, and call to action alongside the questions or statements.
The call to action tells your reader what to do next.
| Type | Content to review |
|---|---|
| Survey | Questions, each with an Input Type (Free Response, Single Choice, or Multiple Choice), a Prompt, and optional Answers. |
| Quiz | Questions and educational responses. Review the explanation as well as the question. |
| Statement of Belief | Statements for your reader to agree with. Review each statement for accuracy and clarity. |
For questions, the input type controls how someone responds. A prompt supplies the question text.
Answer choices supply the available responses for choice-based questions.
Check that each prompt makes sense with its answer choices. For a Quiz, check the educational explanation too.
Edit, approve, and launch a touchpoint
1. Edit the content
-
Open Playbooks, select your play, and open Touchpoints.
You see the play's campaign deliverables.
-
Find the touchpoint. Open its Actions menu and select Edit.
The editor opens with the touchpoint's details and content fields.
-
Update the copy and questions or statements as needed. Check answer choices and any educational responses.
Click Save. You can review the updated content on the touchpoint.
2. Approve the touchpoint
-
Review the complete touchpoint before approving it.
Check its wording and confirm that the content matches your campaign.
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Open Actions and click Approve.
The touchpoint shows Approved.
Approve each touchpoint separately. Approval does not publish the form.
For the full review process, see The Playbooks Approval Workflow: From Draft to Deployment.
3. Choose your launch path
-
For this touchpoint, open Actions and select Launch.
Avid opens the launch page for the selected touchpoint.
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Under Touchpoints, select the touchpoint. It is listed by type, such as Survey. Review its destination and settings.
Choose your connected HubSpot destination for direct publication, or Google Docs for an export.
If no supported connection exists, the touchpoint shows Google Doc export as its only destination.
If you publish to HubSpot
Complete Landing Page Template, Page Title, and Page Name/Slug in the launch settings.
Avid creates a new form from the questions or statements. You do not select an existing form for these types.
Avid also creates missing contact properties, the fields that hold responses on HubSpot contact records.
For Statement of Belief, Avid turns each statement into a single-choice question with an agreement option.
If you use another tool
Choose Google Docs to export the content. Then copy the content into your chosen tool and build the form there.
The document does not publish a working survey, quiz, or statement form in that tool.
Launching to HubSpot creates a form and publishes a landing page. Finish your review before the final launch action.
-
Wait until the touchpoint shows Ready on the launch page.
For this single-touchpoint launch, click Launch Play when you are ready to publish or export.
Avid shows a deployment checklist. Successful publication shows Launched; the export path provides your document.
For a play with several channels, follow Launch a play with Playbooks.
Next steps
Review the published HubSpot page or transfer the exported content into your chosen tool.
- Understanding Touchpoints in Playbooks explains touchpoint views, audiences, and statuses.
- Create a Play with AI covers starting a new play.
Common questions
Why can't I approve the touchpoint?
Wait for content generation to finish. Draft touchpoints without content cannot receive approval.
You also need Playbooks > Edit permission.
Can I publish these types to a tool other than HubSpot?
No. Other connected tools do not support direct publication for these touchpoint types.
Use Google Docs export, then set up the form in your chosen tool.
Why does the Google Docs option have no preview?
The launch page shows Preview is not available for Google Doc deployment.
This is an export limitation. Review your content under Touchpoints before creating the document.
Does a Survey or Quiz export directly to a Google Form?
No. Avid does not create a live Google Form automatically. Choose Google Docs export on the launch page to generate a formatted document with your headline, body copy, prompts, and answer choices, then copy those questions into Google Forms, Typeform, Microsoft Forms, or your form builder of choice. Only HubSpot supports direct one-click form and landing-page publication for these touchpoint types.