Help Center
DocsSurveys List
Create and manage customer surveys
What Are Surveys?
Collect feedback from customers and contacts using structured surveys.
Surveys allow you to create structured questionnaires to collect feedback from your customers, prospects, and contacts. Use surveys to measure customer satisfaction, gather product feedback, conduct market research, or collect any other information you need from your audience.
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.
Create a new survey
Navigate to the Surveys page and click the New Survey button. Enter a name for your survey to get started.
Add questions
Build your survey by adding questions. Choose from the available question types: Text (free-form response), Multiple Choice (select from options), Rating (numeric scale), or Yes/No (binary choice). You can add as many questions as needed.
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.
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
- Text— An open-ended question where respondents can type a free-form answer. Best for collecting detailed feedback, suggestions, or explanations.
- Multiple Choice— Respondents select one option from a predefined list of answers. Best for structured data collection where you want to compare responses.
- Rating— Respondents select a numeric value on a scale (e.g., 1 to 5 or 1 to 10). Best for measuring satisfaction, likelihood to recommend, or quality scores.
- Yes/No— A simple binary choice question. Best for quick confirmation or agreement questions.
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.