To have an engagement with your customers, you can setup a survey and send to them. Survey’s can be sent to individual contacts or a distribution list.
Procedure
- Click Marketing Tools
- Click Create/Edit Surveys
![#](https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be7adc00b78de338908_Survey%201.jpg)
- Click on Add New Text survey
- Click Show/Hide Options
- Enter a Name for the survey
- From the Choose Queue dropdown, select a queue that your survey will be associated with.
- From the Choose Trigger Word dropdown, select a trigger word or click the Create New Trigger Word to create one.
- Toggle on the Status control to set the survey active or inactive
![#]( https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be73bd3a022160378b9_Survey%202.jpg)
- On the Survey Questions section, click Show/Hide Options.
![#]( https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be75eba6a0114c08659_Survey%203.jpg)
- Choose the question format – Numeric, Multiple Choice, or Text.
- In the Question textbox, type in the question.
- To add another question, click Save & Add Another
![#]( https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be3adc00bddd23388fd_Multiple%20Choice%20Survey.jpg)
Setting up Different Question Formats
- On the Survey Question section, select Numeric
- In the Question field, type in the question to be included in the survey.
![#](https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be4a6c22a03c33c13dd_Numeric%20survey%20question%201.jpg)
- Drag the range control to set the scale for the response.
- Click Save
![#](https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be4ff4eb060d26ee254_Numeric%20Survey%202.jpg)
Setting up Different Question Formats
- On the Survey Question section, select Text
- In the Question field, type in the question to be included in the survey.
![#](https://uploads-ssl.webflow.com/61696e3b8bfa97cd6e77c516/62963be8a8b6165fc018c87e_Text%20survey%201.jpg)
- Click Save
Saving and Sending Survey
- When you are finished adding questions to the survey, click Save.
- In the Completion Message under Survey Completion, type in the message that will be displayed when a person completes the survey.
- In the Recipients field under Survey Recipients, enter the contact or distribution list that you want the survey sent to.
- Click Save Survey