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How to add and launch a survey

Last update: 29.03.2024

To create a survey built in a feedback email, go to “Marketing” > “Survey”.

Then, open the “Drafts” tab. There, click on the “Create draft” button.

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In a draft, there are default questions. You can edit the draft: add new questions, change or delete the existing ones.

Guests will have six options to choose from “Wonderful” to “Very poor”. They can also leave questions without an answer.

Divide questions into categories. Enter names for each category and add questions for each one.

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You can change the order of the questions by clicking on the “up” and “down” arrows on the left.

After you add and check the questions, save the survey. Click on the “Save as a draft” button under the tabs. You will be able to find it in the “Drafts” tab and add more questions or delete some of them.

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When you make sure everything is right, click on the “Save and enable” button.

Then, open the “Settings” tab to edit the email template.

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Indicate an email address for notifications on newly-completed questionnaires. Select a template colour, and, if necessary, edit the “Message” section. Choose a structure of the survey: all questions displayed in one step or in separate steps. Click on the “Survey preview” to see what the email is going to look like if you apply the current settings. Save changes after you are done checking settings.

NB: Guests can not only evaluate the experience but to leave comments.

To launch the newsletter, go to “Marketing” > “Mail list”. Then, select the “Feedback mail”.

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Scroll to point 3. Survey and leave the switch bar on “On”.

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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.


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