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How do I customize my survey?

Last Updated: Sep 06, 2016 08:30AM EST
If the default surveys don’t meet your needs, you have the option to create a custom template within Survey Admin. You’re welcome to send any changes you’d like made to or you can update the survey directly in your account by following these steps:

Visit Customers → Edit Surveys

Find the survey you’d like to edit and click the drop-down arrow under Questions. Then choose the option to Copy that survey.  The survey is re-named (and tagged with _1) - now it’s available in the list of surveys and you can choose the drop-down option for the new survey, selecting Edit.

From here you can check/uncheck questions to add and remove them from your survey. Make sure to Save Changes in the bottom before leaving the page.

In order to ensure you develop the kind of survey that captures quality customer feedback, here are a few best practice tips:

Be Brief

The most successful surveys are concise. Strive to limit your total number of questions to between 15 or 20.

Be Clear

Avoid industry jargon, or terms used only by your team members when developing questions. Additionally, don’t use language that beats around the bush. Be as direct as possible so you receive responses that lack uncertainty.

Be Engaging

Keep in mind your client is being asked for feedback frequently from other companies. Ask engaging questions that combat survey fatigue and capture candid feedback.

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