Send your first survey

Build the survey

Open Surveys. Your workspace may already hold draft surveys to edit. Otherwise click New survey for an empty one, or Create with Polzy to describe what you want to learn and let Polzy draft it (Solo and up).

1. Click a question in the outline to open it.
2. Change the wording and the type; the preview beside it updates as you type.
3. Click Add in the outline for another question, or for a heading, an image or a statement.

Send it

A survey goes out through a campaign. Open Campaigns, click New campaign and pick the survey.

1. Choose the audience: everyone, or some people — narrowed by your fields, or named one by one.
2. Choose the channel: email on every plan, sent from your own domain on Team and up; SMS, WhatsApp and Slack on Business and up.
3. Choose when it goes out, and add reminders for people who have not answered.