Overview
The Survey page provides access to all existing surveys in the system. This includes survey created through both Apps to Survey List and Survey List, enabling centralized management and monitoring of feedback collection tools.
Surveys are commonly used to gather customer feedback, internal performance reviews, or follow-up data related to transactions, services, or support cases. The Survey page has been enhanced with a modern and user-friendly interface for improved navigation and usability.
Purpose
The Survey module facilitates the creation, tracking, and management of structured feedback forms. It also provides tools to control email communication settings tied to these surveys, ensuring a consistent and branded experience for recipients.
Navigating the Survey Page
From the main navigation, access the Survey tab to view all existing surveys. This page lists survey names, relevant details, and access to configuration options.
Each individual survey record now features an animated AI-generated summary that provides a quick and concise overview of collected responses. This summary helps accelerate understanding and action on key insights.
Email Preferences
The Email Preferences button on the Survey page opens a configuration interface to manage how surveys are delivered and branded via email. These settings ensure professional and consistent communication with recipients and allow automated reminders to improve response rates.
Sections in Email Preferences
- Company Logo
Upload or update the company logo displayed in survey emails. This ensures visual branding consistency and adds authenticity to communications.
- Survey Email Defaults
Configure default values for outgoing survey emails, such as:
- Default subject line
- Default body text
- Sender email address
These defaults streamline the survey distribution process and maintain uniform messaging.
Send Reminder Email
This enables the ability to automatically send follow-up emails to recipients who have not yet responded. Helps improve completion rates and ensures higher quality data collection.
Usage Notes
Use Email Preferences to set up branding and defaults before launching a new survey to avoid manual updates for each email send.
Survey data collected can be reviewed from within each individual survey record.
Reminders are useful when tracking time sensitive feedback or ensuring required responses from key stakeholders.
Key Note:
Regularly update the Company Logo to reflect current branding.
Tailor the Survey Email Defaults to match tone and voice appropriate to the audience.
Enable Reminder Emails when feedback completion is critical to internal reporting or compliance
