Tutorial: Surveys

Customer Support
Customer Support
  • Updated

 

Use the timestamps below to jump to a specific section

  • [00:07] Why Surveys Matter: Engage, educate, and gather valuable feedback to grow your business.

  • [00:24] Navigating the Survey Dashboard: Understand each section: Published, Scheduled, Draft, Past, and All.

  • [00:50] Creating a New Survey: Choose from Marketplace templates or build your own from scratch.

  • [01:22] Customizing Your Survey: Add titles, questions, images, and select participant groups.

  • [01:35] Rewarding Participation + Settings: Enable point rewards, adjust visibility, and choose anonymity preferences.

  • [02:14] Scheduling and Notifications: Control email, in-app, and social post settings tied to survey launches.

  • [02:51] Managing Active Surveys: Use the 3-dot menu to track results, duplicate, delete, or end surveys. 

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Action Steps 🎬    

  • Go to Manage > Surveys to view, schedule, and create surveys

  • Use Marketplace templates or start fresh with your own custom questions

  • Set point rewards and scheduling options to drive participation

  • Visit the calendar regularly to keep surveys flowing year-round

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Learn More 🔎 

Link to the Help Center article: Surveys

 

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