Surveys in Treply allow you to easily engage your customers and gather valuable feedback. This guide will walk you through the process of creating and sending surveys to enhance your customer experience. 

Step 1: Access the ‘Surveys’ Page: 

• Upon logging into your Treply dashboard, simply navigate to the ‘Surveys’ section from the side menu. Here, you can efficiently manage all your survey activities, from creation to monitoring responses. 

Step 2: Click on ‘Conduct Surveys’: 

• Click on “Conduct Surveys” to create and send a quick feedback questionnaire to your customers. 
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Step 3: Fill in General Information: 

• Provide a name for your survey in the required field. Optionally, you can add a brief description to clarify the purpose of the survey. Lastly, select the survey type (e.g., CSAT) from the dropdown menu 
   
   
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Step 4: Set Up Automatic Response: 

• In this step, define the opening question for your survey. This question will be the primary query posed to your customers, asking them to rate their experience or provide feedback. 
   
   
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Step 5: Confirm and Save Your Survey: 

• Review the questions and automatic responses you’ve set up. Once everything looks good, click the “Save Surveys” button to confirm and save your survey. Your survey is now ready to be sent out to your customers! 

Step 6: Redirected to Surveys Table: 

• After saving your survey, you will be redirected to the Survey Table. Find the survey you just created and click on it to open the detailed view of your survey 
   
   
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Step 7: Click “Run Surveys”: 

• On the top-right side of the page, you’ll see a “Run Surveys” button. Click on this button, and a popup will appear with two options: Contact or Group. 
• You can choose whether you want to send the survey to individual contacts or a group of recipients. 
   
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Step 8: Select Contacts or Groups: 

• After selecting either Contact or Group, another popup will appear. This allows you to pick specific contacts or groups. 
   
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Step 9: Send Your Survey: 

• Once you’ve selected your contacts or group, click the Send button. Your survey will then be sent to the chosen recipients, and you’ll be able to start collecting feedback! 
   
   
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Conclusion 

You’ve now successfully created and sent a survey to your customers. By following these simple steps, you can gather valuable feedback and improve your services. Remember, you can always return to the Survey Table to view responses, manage your surveys, and send out more surveys as needed. 
 
Need More Help? 
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