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.
Browse Customer Surveys & Feedback Management by workflow
Start with the area that matches the actual menu, report, saved template, permission, navigation change or issue in the CRM.
Setup, access and permissions
Activate Surveys v2.3.0, assign capabilities and configure the sending batch.
Survey design and questions
Create survey identity, public rules, descriptions, question types, choices, requirements and order.
Recipients, CRM audiences and mailing lists
Build recipient sets from staff, contacts, groups, consent, leads and imported lists.
Send queue, email delivery and cron
Queue invitations, process batches, use merge fields and understand send-log states.
Public participation and response rules
Open secure survey links, enforce access/IP controls, submit answers and redirect respondents.
Results, reporting and privacy
Review responses, understand captured evidence and apply deletion/privacy behaviour.
Limitations and troubleshooting
Resolve design, list import, queue, cron, participation and result problems.