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Create a survey, record responses and analyse results

Procedure​

  1. Create Survey Questions and a Survey Template under CRM and Marketing > Settings and catalogs.
  2. Add the questions and introductory/closing texts; use Preview Form to inspect the complete questionnaire, then save the template.
  3. Create Conduct Survey with start/end dates, template and intended respondents. Keep Open Survey disabled unless that wider scope is intended.
  4. Verify the actual self-service Respondent access group or supported Start Interview mode before collecting a test response.
  5. Complete one response through Finish and Close and inspect Surveys and Survey Analysis/Analytical Survey Report.
  6. Before sending invitations or reminders, check the mailing group, content and intended recipients. Inspect actual delivery outcomes; creating the mailout alone does not confirm delivery.

See also: Prepare customer mailouts and event notifications.