Choosing who receives a survey

Recipients are chosen on the send screen, in two steps.

Choose Organizations

If your account has more than one location or workspace, Choose Organizations narrows the recipient list to the ones you pick. It supports nesting, so a parent organisation and its child locations appear together.

Leave it alone if you only have one.

Select Your Survey Recipients

Then you pick the actual customers. You get a searchable, paginated list with:

• Search customers… to find someone by name
• A checkbox per customer
• Bulk options to select the current page or every page
• A running count of how many are selected, and Clear selections
• Add Customer Manually for someone not on the list yet

There are no saved segments

Worth being direct about this: FeedbackRobot doesn’t have saved audience segments, tags, or rule-based lists on the send screen. You choose an organisation and then select customers.

Two ways to work with that:

Use locations as your segments. If you’re multi-site, organisations already give you the most useful split — which is usually the one that matters, because it’s how you find the branch dragging the average down.

Use automations instead of lists. For anything rule-based — everyone who bought in the last week, everyone whose subscription just cancelled — an automation targets far more precisely than hand-picking ever will, and it keeps working without you.

→ How the automation builder works

Don’t send to everyone at once

A single blast to your whole customer list produces a spike of responses you won’t work through, and burns the goodwill of people you could have asked at a better moment.

Send in batches tied to when people actually visited, or let an automation send continuously as customers come through.

Managing your customer list

Customers live under Settings → Customers, and locations under Settings → Locations.

→ Importing your customer list