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Help Center

Overview
Help CenterFeedbackFeedback List

Feedback List

Create and manage customer surveys in the Feedback section

Surveys are now Feedback, inside Service
The Surveys feature has been renamed Feedback and moved into the Service hub. The old /surveys URL redirects to /service/feedback, and links you have already shared with respondents keep working. For CSAT-on-resolve, NPS, CES, and detractor close-the-loop, see Feedback & CSAT Programs.

What Is Feedback?

Collect feedback from customers and contacts using structured surveys.

The Feedback section lets you create structured surveys to collect feedback from your customers, prospects, and contacts. Use it to measure customer satisfaction (CSAT), gauge loyalty (NPS), measure effort (CES), gather product feedback, or collect any other information you need from your audience. Because Feedback lives on the same customer records as the rest of the CRM, responses attach to the person and company who gave them.

Survey List

View all surveys and their current status.

List Columns

  • Name — The title of the survey.
  • Status — Whether the survey is in Draft, Active, or Closed state.
  • Response Count — The number of responses received so far.
  • Created — When the survey was created.

Creating a Survey

Build a new survey with questions and configuration.

1

Create a new survey

Go to Service → Feedback and open the builder. Start from a CSAT, NPS, or CES preset, or build a custom survey from scratch. A live preview shows exactly what respondents will see as you build.

2

Add questions

Build your survey by adding questions of any supported type — rating scales (NPS 0–10, CSAT and CES), single-select, multi-select, yes/no, short and long text, date, email, and phone. You can add as many questions as needed, with conditional follow-ups and logic jumps.

3

Configure question options

For each question, you can set whether it is required or optional. For Multiple Choice questions, add the answer options that respondents can choose from.

4

Review and activate

Preview your survey to ensure the questions and flow are correct. When ready, change the status to Active to start collecting responses.

Question Types

Choose the right question type for the feedback you want to collect.

Available Question Types

  • NPS— A 0–10 “how likely are you to recommend us” scale that splits respondents into promoters, passives, and detractors.
  • CSAT— A short satisfaction rating (for example 1–5), typically asked right after a resolution.
  • CES— Customer Effort Score, measuring how easy it was to get help.
  • Single-select & multi-select— Respondents choose one (or several) options from a predefined list. Best for structured data you want to compare across responses.
  • Yes / No— A simple binary choice, best for quick confirmation questions.
  • Text (short & long)— Open-ended answers, best for detailed feedback, suggestions, or explanations.
  • Date, email & phone— Typed fields for collecting structured contact or scheduling details.

Survey Status

Manage the lifecycle of your surveys.

  • Draft— The survey is being built and is not yet accepting responses. You can edit questions, reorder them, and make changes freely.
  • Active— The survey is live and accepting responses. You can still view incoming responses in real time.
  • Closed— The survey is no longer accepting new responses. All existing response data is preserved and can be analyzed.
Draft before activating
Take time to review your survey questions while in Draft status. Once a survey is Active and collecting responses, editing questions may affect data consistency. It is best to finalize all questions before activation.

Related Articles

Feedback & CSAT Programs— CSAT-on-resolve, NPS, CES, distribution, and detractor close-the-loopResponses & Analytics— View responses and analyze feedbackService Hub Overview— Tour the Service hub
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