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How to Create a Survey

  • Updated

Our Communication's module offers a survey functionality that can be used to send Surveys to your customers.

How to create a Survey:

  • Go to Communications > Surveys.
  • Click the Add Survey button.
  • For Survey Name, enter desired Survey Name.
  • Click the Add button.
    • Note: When first created, Surveys are in Draft status. After you send out your Survey, the Survey will be in Published status.
  • Once Survey is added, click the green plus icon add question.png next to Survey Name to add questions.
  • For Question, type in Question for Survey.
  • For Type of Question, use the drop down to select "Comment" or "Single Selection."
    • For Comment, this is where the customer manually types in their reply.
    • For Single Selection, the customer selects from preset options created by an Admin. Example: If the question is "Which day is best for Practice?" with options "Mon," "Wednesday," and "Thursday," the customer is able to select one.
      • If you select Single Selection, you will need to add values to select by clicking the green plus icon add question.png to add values to the Single Selection.
  • For Required, use the check box to mark if this question should be required or not.
  • Click the Add button to add

Note: For steps on how to publish your Survey, click here.