Knowledge Base
Learn about top features of our solutions. Get help whenever you need.
How to add and launch a survey
To set up a survey built in a feedback email, go to “Automated emails” > “Survey”.
Create a survey
To create a survey, switch to the “Drafts” tab and click the “Create a draft” button.
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In a draft, add questions and organize them into categories.
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When you add the question or category text, click OK.
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You can edit or delete the text.
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You can change the order of the questions by clicking the “up” and “down” arrows on the left.
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After you add the questions, click the “Save as a draft” button to save the survey. It will be displayed in the “Drafts” tab.
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Check the questions are correct and click “Enable survey” or, if you checked the questions while creating the survey, click “Save and enable”.
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Switch to the “Settings” tab to edit the email template.
Enter an email address for notifications on newly-completed surveys. Select a template color, and, if necessary, edit the “Message” section. Select the survey structure: all questions displayed in one step or in separate steps.
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Click the “Survey preview” button to see what the email is going to look like if you apply the current settings. Save changes after you are done checking settings.
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Guests will have six options to select, from “Wonderful” to “Very poor”. They can also leave questions without an answer and add a comment.
Launch the survey
To launch the survey, add the survey to an email newsletter.
Go to “Automated emails” > “Mail list” and click the “Feedback mail”.
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Scroll to point "3. Survey" and switch the bar to “Included”.
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Go back to the mail list and by ticking the boxes enable the feedback email for guests coming from the points of sale you need.
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Well done! The survey is set.