Last updated: September 17, 2024
Available with any of the following subscriptions, except where noted:
Service Hub
Professional
,
Enterprise
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Filter and segment feedback surveys and save views for future use. You can also review feedback surveys by specific responses or response tags.
View your feedback surveys
To view all your feedback surveys:
- In your HubSpot account, navigate to Automations > Surveys.
- On the Manage tab, view all the feedback surveys. You can filter for specific surveys and create views.
- On the All Responses tab, view all the responses you've received to your feedback surveys.
- On the Response tags tab, view all the tags created for your feedback survey submissions.
Manage your feedback survey views
- In your HubSpot account, navigate to Automations > Surveys.
- In the top search bar, enter the name of the survey you want to locate.
- You can refine your search results by filtering by survey type, delivery method, or advanced filters:
- Type: Customer support (CES), Customer satisfaction (CSAT), Custom survey, or Customer loyalty (NPS)
- Delivery: chat, email, shareable link, or web.
- To filter by advanced details such as the language or published date, click Advanced filters.
- In the right panel, click Add filter.
- Select the filter criteria and refine it, then click Apply filter.
- To add more filter criteria, click AND or OR. Learn more about using AND and OR logic in HubSpot.
- To clone a filter group, click Clone.
- To delete a filter group, click Delete.
- To remove existing filter criteria, hover over the criteria and click the delete icon.
- To customize the feedback survey data displayed in the view, click Edit columns. You can select up to 10 columns.
- In the dialog box:
- On the left, select the checkboxes next to the properties or associations you want to appear in the view.
- On the right, click and drag the properties to rearrange them in the view.
- To remove a property, click x.
- To remove all columns, click Remove all columns.
- Click Save.
- To save the selected filters as a view, click Save view in the top right.
- Click Save to save the filters, or Save as new to save as a new view.
- If adding a new view, enter a name for the view and select which users can view it.
- Click Confirm.
