Create a Survey Template

Surveys allow you to receive the feedback you need to keep your customers happy. In Survey Templates, you can create, edit, preview, and remove surveys.

Instructions

1. Navigate to Configuration > Templates > Survey Templates

2. Select Create Survey Template

3. Fill in fields

   • Name: Add a name for the survey; this will only display for internal use

   • Survey Type: Choose if you wish to create a Facility or Session survey

   • Message: Add text to display in the email and survey page your customer receives

4. Select Save New Survey Template

5. Now, add questions and assign session/facilities

Resources

• Assign a Survey to a Facility

• Assign a Survey to an Activity