Surveys FAQs

Collect feedback and customer preferences with structured forms. Share survey links in campaigns and use responses to guide your next action.

Surveys

Use Forms to collect structured customer feedback.

  1. Open Forms and create a new form.
  2. Select Survey as the form type and choose the contact target.
  3. Add the questions and response fields you need.
  4. Write a clear confirmation message and test the response flow.
  5. Share the form link or embed it in the relevant page.

Read form setup guidance →

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Use the published survey link as the campaign’s next step. Explain briefly what the survey is about and why the customer’s response matters.

For Email, use a clear button or link; for SMS, keep the invitation short and include the survey URL. Review the complete journey on a phone before sending.

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