Website & conversion
Create a survey and review responses
Collect structured customer feedback and connect it to known contacts where available.
Availability depends on your plan, permissions, and connected channels.
Step by step
Follow the workflow
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1
Open Actions → Surveys
Create a survey and state the decision the answers should inform.
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2
Add focused questions
Use a short mix of choice, rating, and open-text questions. Avoid asking for data you will not use.
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3
Configure presentation
Set introduction, progress, required fields, thank-you state, and any follow-up destination.
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4
Preview every path
Test answer options, conditional behavior, validation, mobile layout, and submission.
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5
Publish the survey
Share or activate it only after privacy and consent language match the questions.
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6
Review results
Open survey results to compare views, responses, response rate, answer distribution, and known contacts.
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