Where

Growth Center › Surveys

Who

Anyone allowed to manage surveys.

Press + New survey.

Under About, type the Title. Under Who answered, choose whether each person gets their own link or everybody shares one. Under Who gets it, choose how to Send it: Once, to a list or Automatically, after something happens, and set when it Starts and Ends.

Under Questions, press + Add a question for each question. Press Save as draft. A survey stays a draft until you start it.

Press a survey's name to open it. Its buttons are View Survey, Edit, Pause, End, Duplicate, Export the answers, Summary PDF and Archive. Its tabs are Results, Answers, Where people stop, Actions taken, Questions, Send, About and Activity.

The list

The cards count the surveys that are Running, the Responses this month, the Response rate (30 days), the NPS, all customers (with its promoters and detractors) and the Low scores to follow up. The views are All surveys, Running, Paused, Drafts, Ended and Archived. + Save current filters as a view keeps your own view. Search surveys… finds one. Export and ⚙ Columns work on the table.

The Surveys list: the cards, the views and the table

Mail lists opens your own lists of addresses to send a survey to. See Survey mail lists.

Flowrica on this screen

Press Guide me and Flowrica points at each part of the screen. She can build a survey with you, one question at a time. Nothing is saved until you press the form's own button. You can also ask her, for example, “What did unhappy customers say this month?”.