Creating Automated Surveys

Written By Angela L

Last updated 6 months ago

Surveys will allow you to automatically send out a pre-designed/written survey via email to a customer based on a specific action your customer has taken (ie, purchased a product, refunded, canceled, etc.)

Survey Dashboard:

The dashboard will now show you a summary of that survey you created, along with links to preview it from a customer’s standpoint. Once responses start coming in, the View Responses button will be enabled for you to see the responses.

Step 1: Creating a Survey

Step 2: Form Settings

Step 3: Survey Builder

Step 4: Email notification