Creating a Survey
Follow these steps to set up and send your first survey. The whole process takes around ten minutes — and once you've done it once, it gets even quicker.
🕓 5 min read
1
Add Your Accounts & Contacts
You’ll want to make sure your accounts and contacts are updated before starting a new survey.
Mass update (ideal)
The fastest way to do this is by uploading a spreadsheet of your accounts and contacts..
2
Set up your survey
Name your survey, select dates, configure survey questions, choose exactly which accounts and individuals receive this survey and schedule.
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3
Track Responses & Manage Your Survey
Watch responses come in on your dashboard and manage the survey in real time.
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4
Get Insights
View feedback from your Insights Dashboard views
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Related Guides
📊
Understanding Feedback
Make sense of your survey results and sport trends over time
🌍
Multi-Language Surveys
How questions and emails are sent in contacts’ languages and feedback translated
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Email Signatures & Senders
Contact our team to update or add additional email signatures