Your first survey

Create and publish your first survey with a small test audience.

Create

1. Select Surveys in the sidebar.
2. Select the create action.
3. Enter a clear internal name and customer-facing content.
4. Save the draft.

Configure

Choose the survey type and questions, then configure appearance, audience, URL, and delivery behavior shown in the editor.

Preview and test

Preview every step or question. Test links, close behavior, mobile layout, URL rules, and audience rules with a known test contact.

Publish

Publish only after the test passes. Start with a narrow audience when possible, then expand. Return to the module's analytics or results view to monitor delivery and engagement.