Send A Survey

Adding a survey and contact

Before you can add a survey you must first add a contact. Click “Add survey” on the left side of the screen to navigate to the add contact page. Once there you will need to fill in your contact’s basic info before you can add a survey.

At a minimum we will need the following information to send out a survey:

  • Contact Name
  • Phone number and/or email address

Including both an email and phone number lets us more easily connect with your contact and will increase your response rate.

While that is all the information we need to send a survey we encourage you to add as much information as possible. Tagging the contact with more project data such as the address, types of work, and the team members who contributed will allow us to get more detailed responses and allow you to sort your data in more interesting ways down the line. Learn more about adding contacts here.

Sending a survey

After you have filled out your contact’s basic info it is time to add a survey. Depending on your account settings a default survey might auto-populate. If a survey does not, or you would like to select a different survey template, you can add a new survey using the blue “Add surveys” button on the right side of the page. If you do not wish to send the auto-populated default template, click the “Change button” and select “remove survey”;

After your survey is in place check to make sure it is scheduled correctly. You can set a default schedule on the survey template to send at a specific time relative to the project dates or if you prefer you, can click “Change date” and set the survey to start today/a specific date. After you have made your choice and everything looks good click the blue schedule/start button at the bottom of your page to begin. The end result should look something like this:

That’s it! Your survey is on the way.