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

• 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

• On the Survey Questions section, click Show/Hide Options.

• 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

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.

• Drag the range control to set the scale for the response.
• Click Save

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.

• 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