You can create as many {{variable.surveys}} as you'd like {{variable.OnTheAdminPanel}}. You also have the option to automate {{variable.surveys}} and have them sent to {{variable.customers}} on a regular basis.

For example, send a quarterly satisfaction check to see if your members are happy with your services or an end-of-tenancy review when companies cancel their office contracts.

Surveys are a useful tool to collect feedback and improve your operations. It's also a great way to check in on your customers and make sure they're happy with what you currently offer.

Step 1. Creating Survey Structure

{{snippet.FirstStepProcedure}}
{{snippet.CommunitySurveys_PathStep}}
Click Add survey.
Name your survey.

This name will also be the survey's title.

Select your location.
Add a Description of your survey.

This description will be displayed under the survey's title.

Select the Audience of your survey.

You can send surveys to all customers, only contacts, only members, or only members signed up to specific plans.

Select whether you want to send your survey manually or automate it and send the survey to the selected audience on a regular basis through the Automatic send section.
If you picked a recurring option in Automatic send, select until when you'd like the automatic send to run.
{{snippet.Save_Changes}}

Your survey's record opens, and you can start adding questions to it by clicking on the Questions tab.

Step 2. Add Questions to Your Survey

The next step is to add your question to your survey. Survey questions can be one of the following types:

Date

Customers answer the question by clicking on the calendar icon and selecting the relevant date from the pop-up calendar.

File

Customers answer the question by uploading any type of file under 5MB.

Make sure you specify the file format in your question if you expect a specific one.

For example, if you only want PDF files, add that specification in the question or its description.

Long text

Customers answer the question by adding one or multiple paragraphs. This type doesn't have a character limit.

Options menu

Customers answer the question by selecting one of the options you've defined.

You add options by typing a possible answer and pressing Enter before adding the next one. You can also let them select multiple answers by ticking Let users select more than one option.

Text

Customers answer the question by adding a single line of text. This type doesn't have a character limit.

Yes/No

Customers answer the question by selecting YES or NO from a drop-down list.

{{snippet.FirstStepProcedure}}
{{snippet.CommunitySurveys_PathStep}}
Click on the Questions tab.
Click Add question.
Name your question.
Add a Description of your question.

This description is displayed under your question.

Enable the Active toggle.
Select a Question type.
{{snippet.Save_Changes}}

Repeat the process for every other question you want to add to your survey.

Once you've added all your questions to the {{variable.survey}}, you're all set. If you didn't set up a delivery schedule, you're ready to preview and send your {{variable.survey}}.

Surveys Reports

Results

Results Summary