Accessing Survey Creator
Navigate to Admin > Studio > Survey Creator. Admin permissions are required.Survey Types
NPS
Net Promoter Score — a 0-10 scale measuring customer loyalty and likelihood to recommend.
CSAT
Customer Satisfaction — a rating scale measuring satisfaction with a specific interaction or experience.
CES
Customer Effort Score — measures how easy it was for a customer to complete a task or resolve an issue.
Custom
Build a survey with any combination of question types tailored to your needs.
Creating a Survey
- Click Create Survey
- Select the survey type (NPS, CSAT, CES, or Custom)
- Configure the survey:
- NPS, CSAT, and CES surveys come with a predefined primary question
- Add follow-up questions to collect additional context
- For custom surveys, add any number of questions
Question Types
| Type | Description |
|---|---|
| Rating Scale | Numeric scale (e.g., 1-5, 0-10) |
| Multiple Choice | Select one option from a list |
| Multi-Select | Select multiple options from a list |
| Free Text | Open-ended text response |
| Yes/No | Binary choice |
| Matrix | Grid of questions with shared answer options (e.g., rate multiple aspects on the same scale) |
Survey Logic
Add conditional logic to show or hide questions based on previous answers:- Click Add Logic on a question
- Set the condition (e.g., “If rating is less than 7”)
- Choose the action (show question, skip to question, or end survey)
Theme and Branding
Customize the survey appearance:- Logo — Upload your company logo
- Colors — Match your brand’s primary and accent colors
- Font — Select from available font options
Email Configuration
Configure how the survey is delivered:- Subject Line — The email subject recipients will see
- Sender Name — The display name for the sender
- Reply-To Address — Where replies should go
- Email Body — Introductory text above the survey link
Preview and Test
Before publishing:- Click Preview to see how the survey will appear to recipients
- Click Send Test to send a test survey to yourself or a colleague
- Complete the test survey to verify the full experience
Publishing
When your survey is ready:- Click Publish
- The survey becomes available for use in campaigns
- Navigate to Campaigns to create a survey campaign that distributes it
Publishing a survey makes it available but does not send it to anyone. You need to create a Campaign to distribute the survey to your audience.
Managing Surveys
From the Survey Creator list:| Action | Description |
|---|---|
| Edit | Modify questions, logic, or theme |
| Duplicate | Copy a survey as a starting point |
| Archive | Remove from active list without deleting |
| View Results | See response data and analytics |