Surveys let you collect feedback and insights from your contacts. Create a survey, add pages and questions, send it to the contacts you choose, and track results on the Survey Dashboard.
Who: Admins · Where: Surveys
Creating a survey
1. Go to the Surveys section and click Create Survey. 2. Give it a clear, descriptive name so your team can identify it. 3. Choose a trigger type — when and how the survey fires (for example, after a completed course or at the end of a session). 4. Set a response deadline — the date and time it stops accepting responses.
Adding pages and questions
A survey can have up to 5 pages. On each page, add a title and insert questions, choosing a question type (multiple choice, rating, open text) and setting minimum and maximum values where applicable.
Editing and archiving
You can edit a survey freely until the first response is submitted — after that it locks automatically to protect data integrity. Surveys you no longer need can be archived.
Sending a survey
Choose the contacts you want to survey and send. Recipients receive the message "Your response is requested."
Viewing results
Use the Survey Dashboard to track response rates, view individual answers, and export the data — a high-level view of performance and participant engagement.
FAQ
Can I edit a survey after sending? Only until the first response arrives — then it locks.
How many pages/questions can I add? Up to 5 pages, each with multiple questions.
Where do responses go? The Survey Dashboard, where you can view and export them.
Need a printable version with screenshots? Download the PDF Guide