Surveys & Feedback Collection

Building a survey

The three ways to create a survey, and every question type you can add.

Writing questions that get honest answers

How to word questions so the answers are usable — and how the AI builder helps you avoid the common traps.

Using a survey template

Finding a template in the gallery, applying it, and what to change before you send.

Managing your surveys and templates

Housekeeping for your own surveys, and what's admin-only in the shared gallery.

How to send a survey

The three sending channels, plus QR codes, embeds and automations for everything else.

Embedding a survey on your website

The two embed styles, getting the code, and installing it.

Touchpoints: where feedback comes from

A touchpoint is a place or moment you ask for feedback. Every response carries one, so reports can be split by where feedback came from.

Choosing who receives a survey

Selecting recipients by location and by customer, and how to keep the list manageable.

QR codes for touchpoints

One survey, many codes: generate a QR code per touchpoint and every scan arrives already tagged.

Video & voice feedback: record testimonials in any survey

Add a record button to any survey. Happy guests leave a short video or voice testimonial (with consent and a gift); unhappy guests tell you privately. Approve clips under Testimonials, then use them in Spotlight.

Sending email from your own domain

Adding your domain, the three DNS records, and the SPF/DMARC checks that decide whether mail lands.

Customising your email templates

The three editable templates, their fields, the available variables, and the live preview.