Survey Types
Choose a type when you create a survey. The type sets up the right question structure for the metric you want to measure.| Type | Measures | Typical question |
|---|---|---|
| NPS | Net Promoter Score — loyalty and likelihood to recommend | ”How likely are you to recommend us?” (0–10) |
| CSAT | Customer Satisfaction | ”How satisfied are you with…?” |
| CES | Customer Effort Score | ”How easy was it to…?” |
| Custom | Anything — fully custom questions | Any combination of question types |
Survey States
| State | Description |
|---|---|
| Draft | Editable work in progress. |
| Published | Locked and ready to distribute. |
Building a Survey
The survey builder has two tabs.Survey tab
- Click New Survey and give it a Title (and optional Description).
- Pick a Survey Type (NPS, CSAT, CES, or Custom).
- Design your questions:
- For NPS, CSAT, and CES, Statisfy sets up the standard scale for you.
- For Custom surveys, use the visual question designer to add and order questions, add page logic, and apply a theme.
Email tab
The Email tab controls the invitation recipients receive when the survey is distributed through a campaign. There are two modes:Simple mode (default)
Simple mode (default)
Fill in a few fields and Statisfy generates a clean, branded invitation for you:
- Company Name and Company URL
- Subject Line — e.g. “What Did You Think? Take Our Short Survey”
- Greeting — e.g. “Hello !”
- Body paragraph — your invitation message
- Button Text — e.g. “Start Survey”
- Button Color — the call-to-action color
- Optional header image and sender details
{{receiver_name}} token is replaced with each recipient’s name when the invitation is sent.Advanced mode
Advanced mode
Switch to advanced mode to use a full email template instead of the simple form. Select a published template — typically one that includes the Begin Survey block so the call-to-action links to the survey. This gives you complete control over layout and personalization.
Saving and Publishing
- Create as Draft — saves the survey so you can keep editing.
- Publish — finalizes the survey. Once published it is locked and ready to attach to a campaign.
Distributing a Survey
Surveys are sent to customers through a survey campaign:- Create a survey campaign.
- Select the published survey.
- Choose the email template for the invitation (the survey link is inserted automatically via the
{{ survey_url }}tag / Begin Survey block). - Select your audience and publish.
Analyzing Responses
As responses arrive, view aggregated results in survey analytics for each survey. Analytics visualizes the distribution of answers per question so you can spot trends in NPS, CSAT, CES, and custom questions. Responses collected through a campaign are tied back to the recipient and campaign for attribution.Next Steps
Email Templates
Build the invitation that distributes your survey.
Creating Campaigns
Distribute your survey to an audience.
Managing Audiences
Target the right customers.
Personalization
Personalize survey invitations with merge tags.