Setup, access and permissions
Activate Surveys v2.3.0, assign capabilities and configure the sending batch.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
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.