Creating Automated Surveys

CREATE NEW OR CHOOSE EXISTING: You can create a new template or use an existing survey template. You can either create a survey from scratch OR select one of our pre-written surveys from the dropdown, which you can import and customize. On the left navigation, you will see Survey customization options like providing a Survey name, description, template color, and user experience settings. SURVEY NAME : The display name to help you identify the specific survey template. : The display name to help you identify the specific survey template. SURVEY DESCRIPTION : A short description to help you identify what the survey is used for. : A short description to help you identify what the survey is used for. Logo : Use campaign logo or logo from platform settings. : Use campaign logo or logo from platform settings. SURVEY TYPE: When the survey will be sent. After a refund, sale or cancellation. SELECT OWNER : If you provide access to sub-users, you can choose which users have access to the specific survey form. : If you provide access to sub-users, you can choose which users have access to the specific survey form. SELECT PRODUCT: choose the product(s) you want to associate the survey with. You can select 1 or multiple products. SURVEY DELIVERY: Choose when the survey should be delivered. Select the product this survey applies to and how many hours/days/weeks/months it should get sent based on a purchase/refund/cancellation. CONFIRMATION MESSAGE: The message that shows to the customer after they complete the survey.

Still puzzling over something?