How do I send a survey to customers?

Company admins can create a survey under Team > Surveys with the audience set to “Customers (public link)”, open it, and share its public link.

Steps

1. Click “Team” in the sidebar, then the “Surveys” tab.
2. Under “Manage surveys”, click “New survey”.
3. Enter a Title, set “Audience” to “Customers (public link)”, and add your Questions. You can also tick “Anonymous” so no emails are stored with answers.
4. Click “Save survey”, then click “Open”.
5. Click “Copy link” and share the link by email, on your website and so on.
6. Click “Results” at any time to see the responses. Click “Close” to stop accepting them.

Good to know

• Customers don’t need an account. They can optionally leave their email if they’d like a follow-up, unless the survey is anonymous.
• Each browser can answer once. A second attempt shows “You have already answered this survey from this browser.”
• A closed survey shows “This survey is no longer accepting responses.”
• Questions can’t be changed once a survey has responses.
• “Delete” removes the survey and all its responses permanently.