Customer Surveys & Feedback Management
Create and distribute customer, lead, staff and contact surveys with exact instructions for questions, mailing lists, queues, cron delivery, public participation, privacy and results.
Setup, access and permissions
Activate Surveys v2.3.0, assign capabilities and configure the sending batch.
Open guide →WorkflowSurvey design and questions
Create survey identity, public rules, descriptions, question types, choices, requirements and order.
Open guide →WorkflowRecipients, CRM audiences and mailing lists
Build recipient sets from staff, contacts, groups, consent, leads and imported lists.
Open guide →WorkflowSend queue, email delivery and cron
Queue invitations, process batches, use merge fields and understand send-log states.
Open guide →WorkflowPublic participation and response rules
Open secure survey links, enforce access/IP controls, submit answers and redirect respondents.
Open guide →WorkflowResults, reporting and privacy
Review responses, understand captured evidence and apply deletion/privacy behaviour.
Open guide →WorkflowLimitations and troubleshooting
Resolve design, list import, queue, cron, participation and result problems.
Open guide →