Send Your First Survey

From an empty workspace to responses in your inbox — the fastest path through your first survey.

Reviews tell you what your loudest customers think. Surveys tell you what everyone else thinks. This walks through getting your first one out the door.

1. Create the survey

You have three ways to start, and for a first survey the first one is almost always right:

Describe what you want to know. Type something like “find out whether guests found the check-in process quick and whether they’d recommend us” and the AI builds the survey — questions, types, and order.
Start from a template. Good when you want a standard measure like NPS or CSAT.
Start blank. Full control, slowest path.

→ Build your first survey covers question types and structure in detail.

2. Keep it short

The single biggest factor in how many responses you get is how long the survey looks. Three or four questions will substantially outperform twelve.

A reliable shape for a first survey:

One rating question (how was it overall?)
One open question (what would have made it better?)
One intent question (would you recommend us?)

That’s enough to score sentiment, spot themes, and identify who’s worth asking for a public review.

3. Choose who gets it

Add recipients directly, or import a customer list. If you’ve connected a system that already knows your customers — a store, a booking system, a CRM — you can pull the list from there instead of maintaining it by hand.

→ Import your customers

4. Pick a channel

Email is the default and works for almost everyone. Other channels suit specific situations — see survey delivery channels for what’s available on your plan and when each one is worth using.

5. Time it properly

Send while the experience is still fresh but after it’s finished. For hospitality that’s usually the day after checkout; for a service business, same day; for e-commerce, a few days after delivery rather than after dispatch.

Sending at the wrong moment costs you more responses than any question-wording problem will.

6. Read what comes back

As responses arrive they’re scored for sentiment and summarised, so you don’t have to read every one to know what’s going on. Negative responses can automatically open a resolution — the agent reaches out and tries to fix the problem, usually before the customer thinks to post about it publicly.

That’s the real value of surveys here: not the score, but catching the unhappy customer while you still can.