Setup, access and permissions

Customer Surveys & Feedback Management

Understand Customer Surveys & Feedback Management

Learn the exact administrator, public and cron workflows.

Check Surveys v2.3.0 requirements

Confirm CRM 2.3.* and PHP dependency compatibility.

Activate the Surveys module

Activate the module and verify its tables and Utilities menu.

Understand Surveys permissions

Use separate View global, Create, Edit and Delete capabilities.

Assign survey viewing permission

Grant View global to staff who need survey lists or results.

Assign survey creation permission

Grant Create to staff who design and queue surveys.

Assign survey editing permission

Grant Edit to staff who change surveys, questions, audiences or status.

Assign survey deletion permission

Grant Delete only to staff authorised to remove surveys or lists.

Create a survey from the quick action

Use the Survey quick action where displayed.

Configure emails per cron run

Set survey_send_emails_per_cron_run; the installed default is 100.

Understand the last survey-send cron value

Use last_survey_send_cron for operational verification rather than manual editing.