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.
Simply click on the Mass Update button, and follow the on-screen instructions to download a template & import your accounts/contacts in one go.
Individual entry
If you’d prefer to add accounts and contacts individually, you’ll need to add your accounts first.
This is easily done - just click on Add Account, and begin typing the name of the account you’d like to add. Pick from the pre-populated list of existing accounts, or if you can’t find what you’re looking for, you can create a new one.
Once you’ve added your accounts, you can begin adding your contacts by clicking the Add Contact icon on each account.
Don’t forget to hit Save once you’re done.
2
Set up your survey
Name your survey, select dates, configure survey questions, choose exactly which accounts and individuals receive this survey, and schedule.
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
✉️
Email Signatures & Senders
Contact our team to update or add additional email signatures