Building a survey

Surveys live under Survey Builder (Settings → Survey Builder). There are three ways to create one.

Describe it and let AI build it

On the Survey Builder screen you’ll see Let’s build your next survey with a prompt box. Describe what you’re trying to find out — “check whether diners were happy with the speed of service and whether the server explained the specials” — and submit.

You’ll get Generating your AI survey…, then the finished survey opens straight into the editor for you to adjust.

Be specific about the decision you’re trying to make. “Customer satisfaction survey” gives you something generic; “find out whether our new booking flow confuses first-time customers” gives you something you can act on.

If you submit an empty prompt it’ll tell you to describe what your survey should do first.

Start from a template

Browse Gallery (top right of Survey Builder) opens the template library.

→ Using a survey template

Start from scratch

Under the AI box: Prefer to build it manually? Start from scratch. You can also use New Survey → Start from scratch.

The builder is drag-and-drop — drag a field from the palette onto the canvas. An empty canvas prompts you to Drag and drop here to create your survey. The panel on the right switches between the field palette and the properties of whichever field you’ve selected.

Name your survey inline at the top (it starts as Untitled Survey) and add a description.

Question and field types

Eleven, grouped as they appear in the palette.

Layout elements — structure, not questions:

Field	Use for
Title Field	A heading
Subtitle field	A smaller heading
Paragraph field	Explanatory text

Input elements — the actual questions:

Field	Use for
Short text field	A brief typed answer
Long text field	The why behind a score — where your best insight lives
Checkbox field	Choosing from a list, one or many
Date field	A date
Emoji rating scale	Quick sentiment, very high completion on mobile
Star rating scale	A familiar 1–5 rating you can trend over time
Dropdown field	Choosing one option from a longer list

Routing:

Field	Use for
Location routing	Sending answers to the right location’s workspace

Every input field has a label and a Required toggle.

What isn’t available: there’s no NPS field, matrix/grid, ranking question, numeric slider, file upload, or multi-page survey. For a 0–10 recommendation score, use a Dropdown or Star rating and word the question yourself.

A good shape for a first survey

1. One Star rating or Emoji rating — gives you a trend line
2. One Long text field — tells you why
3. Optionally one Checkbox or Dropdown for a specific choice

Three or four questions will substantially outperform twelve.

Location routing

If you run several locations, the Location routing field asks which one the customer visited — by default Which of our locations did you visit? — and files the answer into that location’s workspace, with its own resolutions and notifications.

Two things to know: each location needs its own nested workspace with its own survey, and routing can only be configured after the survey exists — add the field, save, then open the survey again to link locations.

There’s no answer-based branching

Surveys don’t support skip logic or conditional questions — you can’t show question 3 only to people who answered badly on question 2. Everyone sees every question.

Conditional logic does exist, but in Automations, acting on the response after it arrives. That’s where you route negative responses to a resolution and positive ones to a review request.

→ Conditions and branching

Saving

On a new survey, Create Survey saves it. The dropdown beside it also offers Create & Send. On an existing survey the button is just Save. Preview shows it as a respondent sees it — worth checking on a phone, since that’s where most responses come from.

Collecting on-site? Build the survey once, then generate a QR code per room, table or desk — each tagged with its touchpoint, so scans arrive already told apart. → QR codes for touchpoints