Templates


 

Create a Survey Template

Overview

Surveys allow you to receive the feedback you need to keep your customers happy. In Survey Templates, you can create, edit, preview, and remove surveys.

Instructions

  1. Navigate to Configuration > Templates > Survey Templates
    chrome_2017-11-28_11-29-12.png
  2. Select Create Survey Template
    chrome_2017-11-28_11-29-41.png
  3. Fill in fields
    chrome_2017-11-28_11-30-02.png
    • Name: Just for internal use
    • Survey Type: Select the type of survey you want to create
    • Message: Text displays in emails and on the survey page your customer receives
    • Note: While the survey questions are pre-established currently, we will be granting you the ability to configure your own questions in the next release.
  4. Select Save New Survey Template 
    chrome_2017-11-28_11-30-22.png



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