Surveys¶
Build and send surveys via SMS or email to collect feedback, ratings, or structured responses from your contacts.
Creating a survey¶
- Go to Marketing → Surveys
- Click New Survey
- Set:
- Survey Name — internal label
- Welcome Message — first message sent to participants
- Thank You Message — sent after the last question is answered
Survey builder¶
Add questions using the Survey Builder:
| Question Type | Description |
|---|---|
| Text | Free-form text response |
| Number | Numeric input |
| Rating | Scale from 1–5 or 1–10 |
| Multiple Choice | Participant picks from a list of options |
| Yes/No | Binary answer |
For each question, set: - Question text — what the participant sees - Required — whether an answer is mandatory before proceeding - Order — drag to reorder
Distributing a survey¶
Surveys are distributed via SMS:
- Open the survey
- Click Send Survey
- Select the contact group to send to
- The welcome message + first question are sent as an SMS
Responses are collected conversationally: each answer triggers the next question automatically.
Viewing responses¶
Go to Marketing → Survey Reports to see:
- Total respondents
- Completion rate
- Per-question response breakdown
- Individual responses per contact
Click Export to download responses as a CSV file.
Survey respondents¶
Marketing → Survey Respondents shows a list of all contacts who participated in any survey, with:
- Survey name
- Status (in progress / completed)
- Start and completion date
- Individual answers
Tips¶
- Keep surveys short — 3 to 5 questions have the best completion rates for SMS
- Use rating questions for NPS or CSAT scoring
- Send at times when customers are likely to be available (avoid early morning or late night)