Introduction to Surveys
Start by navigating to Surveys from the navigation bar on the left. Once there, open an existing survey if you have one, or click on the Create survey button on the top right.
Here you can edit and customise your survey to suit your needs, see the answers left on it, and take a look at the recipients you've sent it to.
On the left you'll see all the settings of the survey and in the middle you can see an overview of your survey. The view and paths change according to what you click on the left.
In the settings on the left you can set how the survey survey behaves. You can for example select whether to use stars or NPS as the rating, change the translations of the survey (and customise all the text for that matter), and edit the email with which you send the survey.
Speaking of sending, you can do that by clicking the yellow button in the top right. You can change the sharing method by clicking the three dots next to the button. Clicking the dots will open a dialogue box, where you can select the sharing method. Read more about the different sharing methods in its own article.
From the tabs at the top you can switch between views. The Results tab shows you the Summary, Responses, and Recipients of the survey. Learn more about how to analyze your survey results in its own article.
Survey editor
Here you can edit and customise your survey to suit your needs, see the answers left on it, and take a look at the recipients you've sent it to.
On the left you'll see all the settings of the survey and in the middle you can see an overview of your survey. The view and paths change according to what you click on the left.
Survey settings
In the settings on the left you can set how the survey survey behaves. You can for example select whether to use stars or NPS as the rating, change the translations of the survey (and customise all the text for that matter), and edit the email with which you send the survey.
Sharing the survey
Speaking of sending, you can do that by clicking the yellow button in the top right. You can change the sharing method by clicking the three dots next to the button. Clicking the dots will open a dialogue box, where you can select the sharing method. Read more about the different sharing methods in its own article.
Analyzing the results
From the tabs at the top you can switch between views. The Results tab shows you the Summary, Responses, and Recipients of the survey. Learn more about how to analyze your survey results in its own article.
Updated on: 26/02/2025
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