BETA

Create feedback surveys (BETA)

Last updated: March 9, 2020

In Beta

Create and send customer feedback surveys to score your product, service, or experience.

Create feedback survey

Create feedback survey using the build it for me tool

  • Select the delivery method for your customer satisfaction survey by clicking Email or Web survey.
  • In the Who do you want to survey? screen, select one of the following:
    • Your current customers (email survey only): survey all contacts with a lifecycle stage of Customer.
    • All visitors (web survey only): survey all visitors to your website, app and product.
    • Marketing lists: send surveys to an existing static contact list.
    • Enrollment criteria: send surveys to contacts that meet an enrollment criteria. For example, all contacts that became a customer 60 or more days ago.
    • Decide later: select your audience after you have created your survey.
  • To continue, click Next
  • If you are sending to a marketing list, select your static list from the dropdown menu.
  • To continue, click Next.
  • In the left panel, select the goal of your survey. The right panel will show a preview for each option.

    goal-of-survey
  • To continue, click Next
  • Click the Choose your survey language dropdown menu and select the language you want the survey to be in.
  • Enter your survey question. To insert a personalization token, click contacts Personalization token, click the Add contact token dropdown menu and select a token, enter a Default value and click Insert.
  • For web surveys, select one of the default color options, or set a custom color by entering a hex color value or clicking the color picker to the right.
In the right panel, preview how the question looks.
select-language-feedback-survey
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