Understand Survey Types

There are 4 primary Survey types

  • Standard
  • Lead-Gen
  • Anonymous
  • Live Agent (Live Chat)

Create a Survey

While creating a Survey you can:

  • Select or upload a background and branded icon
  • Define the Welcome Page
  • Add Questions
  • Set up the Exit Page

Send Survey(s)

Surveys can be sent in 4 different ways:

  • 1 at a time from the Lead, Contact, Case or Opportunity
  • 200 at a time from a List View on Lead or Contact
  • 5,000 at a time through the Surveyor tab
  • Automatically with a Process Builder