All Edition Features

Experience SurveyVista, the highest-rated native Salesforce Surveys, Forms, and Assessments solution, available on AppExchange. Designed for seamless integration, SurveyVista keeps all data within your Salesforce org, ensuring the most secure and compliant way to collect, integrate, understand, and act on feedback—without relying on external tools.

Seamlessly integrate SurveyVista with Salesforce—without any coding. Our solution works out of the box with all Salesforce Clouds, including Sales, Service, Marketing, Experience, and Health Cloud, enabling effortless data exchange.

🔹 Automate record creation and updates in both standard and custom objects with survey data/response mapping.
🔹 Pre-fill surveys and forms with Salesforce data to enhance accuracy and streamline responses.

Save time and effort with a fully no-code integration, making feedback collection and data management seamless within Salesforce.

The maximum number of surveys you can create and manage.

The maximum number of questions per survey you can create and manage.

The maximum number of responses you can collect from authenticated and unauthenticated participants. This limit applies cumulatively across all surveys within your Salesforce org and is not restricted to a single survey.

The User License Limit defines the maximum number of internal Salesforce users within your organization who are authorized to create, send, respond to, and generate reports on survey data.

For inquiries about adding more user licenses, please contact us!

The External Survey Respondents Limit defines the maximum number of external unauthenticated respondents—such as customers, partners, and other stakeholders—who can submit survey responses via the Digital Experience Site/Community Guest User configuration.

Unauthenticated respondents do not need a Salesforce login and can access surveys in two ways:

🔹 Public link – Allows respondents to submit surveys anonymously, without tracking their identity.
🔹 Personalized unique link – A dedicated link for each respondent that automatically associates responses with their information or records in Salesforce, ensuring accurate data tracking without requiring authentication.

For inquiries about enabling external authenticated respondents (users with Salesforce login access), please contact us!

Survey participants must log in to your Salesforce Digital Experience Site (community portal) to complete the survey. While there is no limit on the number of responses, pricing is based on the number of unique authenticated Salesforce or Site/Community users who will respond to one or more surveys.

SurveyVista can resell Salesforce Digital Experience Site user licenses at discounted rates, providing a cost-effective solution for enabling authenticated external respondents. Volume-based discounts are available for purchases of 100 or more user licenses.

For pricing inquiries or additional details, please contact us!

Easily create surveys with our WYSIWYG (What You See Is What You Get) survey builder, allowing you to drag and drop elements into place for a seamless and intuitive survey design experience.

SurveyVista's Drag-and-Drop Form Builder offers an intuitive, user-friendly interface that simplifies form creation. Users can effortlessly add, rearrange, and customize survey elements—such as questions, text fields, and checkboxes—by simply dragging and dropping components. This streamlined approach enables faster, more flexible, and highly tailored form designs without the need for technical expertise.

SurveyVista offers 38+ out-of-the-box question types, enabling you to design engaging and data-rich surveys. Choose from a wide range of options, including CSAT, NPS, Rating, Ranking, Rich Text, File Upload, Salesforce Dynamic Data, Appointment, Address, Formula, Phone Number, Currency, Payment Integration, Unsubscribe, and more.

With this diverse selection, you can capture precise insights tailored to your specific needs—no coding required!

Enhance survey logic with read-only and hidden questions that support dynamic branching and conditional workflows. Use read-only fields to display pre-filled or reference data, while hidden questions can store values for backend processing without being visible to respondents.

Easily customize the look and feel of your surveys and forms with point-and-click configuration. Apply your brand’s colors, logos, and images to maintain brand consistency and create a more visually engaging experience for your respondents—no coding required!

Gain full control over the visual appearance of your surveys by applying custom CSS. Tailor every detail to match your organization's branding, ensuring a seamless and professional look that aligns with your brand identity.

Survey Caching enhances survey performance by generating a response record from a cache when users initiate a new response. This improves speed and optimizes the feedback collection process. Responses are stored either upon the first user action (e.g., clicking Previous, Next, Save, or Submit) or based on the auto-save setting.

Customize the survey experience with three flexible pagination options:

🔹 Single-page surveys – Display all questions on one page for quick completion.
🔹 One question per page – Improve focus by presenting questions individually.
🔹 Multi-page surveys – Organize questions across multiple pages for a structured flow.

These options allow you to tailor the survey layout for better engagement and usability.

Enhance respondent flexibility with the Save & Resume Later feature, allowing participants to save their progress and return later to complete the survey. This ensures a convenient experience, leading to higher response rates and more accurate data collection.

Dynamically personalize surveys by piping answer text from a previous question into a later question. This feature enhances survey flow and relevance by ensuring contextual continuity based on respondents' answers.

Enhance survey engagement by personalizing survey content with merge fields. Easily insert dynamic data into your welcome message, survey questions, and thank-you message, automatically populating fields with values from Salesforce records, participant details, company information, and custom values. This ensures a tailored experience for each respondent, making surveys more relevant and impactful.

Enable respondents to optionally add detailed comments alongside their answers, providing context and justification for their responses.

Ensure enhanced data accuracy by enforcing unique responses for each question within a specific section. This feature prevents duplicate answers, maintaining data integrity and reliability in survey responses.

Allow respondents to upload files and images as part of their survey responses. All uploaded files are securely stored within your Salesforce org, ensuring data confidentiality, integrity, and seamless accessibility for further analysis.

Enhance survey security by enabling captcha verification, preventing spam responses from automated bots. This ensures that all survey responses come from real human participants, maintaining data integrity and accuracy.

Easily create surveys in multiple languages by adding translations for survey content. Respondents can choose their preferred language from a drop-down menu within the same survey, ensuring a seamless and inclusive experience. For added convenience, SurveyVista also automatically presets the response language based on the respondent's preferred language when available.

To simplify the translation process, the system includes pre-packaged translations for common labels, ensuring consistency and efficiency across all surveys.

Easily download survey questions and related details in PDF format for internal review before distribution. This feature enables stakeholders to verify survey structure and logic, including Question Dependency Rules, ensuring accuracy and completeness before launch.

Effortlessly migrate your legacy survey response data to SurveyVista using our APIs and migration tools. Seamlessly transfer existing data to ensure continuity in analysis and reporting, allowing you to leverage SurveyVista's capabilities without any interruptions.

Easily migrate surveys between Salesforce orgs, including moving surveys from Sandbox to Production or across different Salesforce instances. This ensures a smooth transition while maintaining survey structure and configurations without manual effort.

Enable the option to remove the "Powered by SurveyVista" footer, providing a fully white-labeled survey experience that aligns with your brand.

Create dynamic and personalized survey experiences with Question Conditional Logic. This feature allows you to customize survey journeys based on a respondent's answers, scores, or Salesforce data, ensuring relevant and engaging interactions.

🔹 Show or skip questions based on responses
🔹 Customize survey paths to match respondent profiles
🔹 Use Salesforce data to trigger conditional logic

For example, you can skip irrelevant questions or display different follow-up questions based on specific answers, creating a more personalized and targeted survey experience.

Seamlessly integrate survey responses into your Salesforce org with automated response mapping. This feature allows you to create or update standard and custom object records based on participant responses, ensuring real-time data capture for analysis and action.

🔹 Automatically create / update records based on survey responses
🔹 Map responses to standard or custom Salesforce objects
🔹 Enhance reporting and automation with real-time data sync

For example, you can update a Case record’s CSAT score field whenever a CSAT survey is submitted, enabling faster insights and automated workflows.

Streamline the survey experience with Prefill Question Responses, allowing you to pre-populate survey answers using Salesforce data, URL parameters, or default choices.

🔹 Save time by reducing manual entry for respondents
🔹 Ensure data accuracy and consistency across surveys
🔹 Personalize responses based on existing Salesforce records

This feature enhances efficiency by automating data entry, making surveys faster and more intuitive for respondents while ensuring reliable data collection.

This feature enables the use of Salesforce Assignment Rules for Lead or Case objects when records are created through Response Mapping.

SurveyVista offers configurable and flexible scoring options to match your specific survey evaluation needs. Define scoring rules at both the question and survey level, assigning scores based on answer choices, question types, and custom criteria.

🔹 Set scoring rules for individual questions or the entire survey
🔹 Apply Weighted Scoring to assign different values to specific questions
🔹 Customize evaluations for more precise insights

With Weighted Scoring, you can prioritize key questions, ensuring a more nuanced and tailored assessment of survey responses.

Easily calculate and track aggregate scores at both the section/page level and category level within your surveys. This allows you to analyze not just the overall survey score, but also detailed breakdowns of scores for specific sections or categories.

🔹 View aggregate scores at the section, category, or full survey level
🔹 Gain deeper insights into specific areas of performance
🔹 Customize scoring calculations to match your evaluation criteria

This feature provides a granular view of survey results, helping you better interpret responses and take targeted actions.

Reach your audience effortlessly with Multi-Channel Survey Distribution, allowing you to distribute surveys across multiple platforms for maximum engagement. Surveys can be sent via email, embedded as web forms, shared on social media, distributed via SMS/MMS, and delivered through Salesforce Messaging for In-App & Web, among other channels. This flexibility ensures organizations can collect feedback through the most convenient and accessible methods, leading to higher response rates and improved data quality.

Easily link survey responses to Salesforce standard and custom object records using SurveyVista. This allows you to view survey responses as related lists within Salesforce, providing seamless access to feedback directly from relevant records. By associating responses with specific records, organizations can gain deeper insights into customer or employee sentiment and make data-driven decisions more effectively.

Manual Survey Distribution allows you to send survey invitations manually through various channels, ensuring flexibility in reaching your audience. With SurveyVista, you can distribute surveys via email or direct survey links, using multiple methods such as the SurveyVista UI, Survey Links, Marketing Cloud Account Engagement (MCAE/Pardot), Salesforce List Views, Salesforce Reports, HubSpot, and more. This approach provides full control over survey distribution, enabling organizations to target the right participants and optimize response collection.

SurveyVista enables automated survey distribution by seamlessly integrating with Salesforce Flows, Processes, and AgentForce. This feature allows you to trigger surveys automatically based on key events, such as a closed case, a completed transaction, or a new deal. By leveraging AgentForce, organizations can further enhance automation and optimize engagement workflows to ensure feedback is captured at the right moment. This automation helps streamline response collection, improve customer insights, and reduce manual effort.

The Flow Action feature allows surveys to be sent directly through Salesforce Flow, replicating the functionality of the Send Survey UI. This enables organizations to automate survey distribution as part of their Salesforce workflows, ensuring surveys are triggered at the right moments—such as after a case closure, transaction, or milestone. By minimizing manual intervention, this feature streamlines operations, improves efficiency, and enhances the timeliness of feedback collection.

The Anonymous Responses feature ensures that participants can submit feedback without disclosing their identities, even if they have existing profiles within your Salesforce Org. By protecting respondent anonymity, this feature encourages open, honest, and unbiased feedback, particularly on sensitive or personal topics.

The Real-Time Response Analysis feature enables you to monitor survey responses as they come in, providing instant visibility into response rates and live results. By tracking feedback in real time, you can quickly identify trends and patterns, allowing you to adjust survey questions or distribution strategies as needed. This ensures faster insights and more informed decision-making, optimizing the overall feedback collection process.

SurveyVista offers pre-built survey templates and Salesforce dashboards for popular survey types, including NPS, CSAT, CES, Sentiment Insights, and more. These ready-to-use templates streamline the feedback collection process, while the dashboards provide instant insights by visualizing survey data directly within Salesforce. With these tools, you can quickly launch surveys, analyze responses, and make data-driven decisions—without extensive setup.

The Advanced Survey Metrics Interface provides in-depth insights into survey responses, enabling you to analyze and interpret data more effectively. This interface includes powerful features such as filtering, grouping, and data visualization, helping you quickly identify trends and patterns. With advanced analytics at your fingertips, you can make data-driven decisions and optimize your survey strategies for better engagement and impact.

Enhance your data analysis with Survey Metrics Cards, which provide quick, visual access to essential survey KPIs. These cards display key metrics like NPS Score, CSAT Score, Average Score, Surveys Sent, Responses Received, Response Rate, Start Rate, Bounce Rate, Opt-Outs, View Rate, and Click Rate. This feature offers a streamlined way to monitor survey performance at a glance and track important trends over time.

SurveyVista enables you to download survey responses in XLS, CSV, and PDF formats, providing flexibility for offline analysis and reporting. This feature allows you to share survey data with stakeholders who may not have direct access to the platform, ensuring seamless collaboration and deeper insights.

SurveyVista empowers you to take action on feedback in real time with features designed to close the feedback loop efficiently. With real-time response analysis and advanced survey metrics, you can quickly analyze responses and identify areas for improvement.

🔹 Automate response mapping to create or update Salesforce records based on survey feedback.
🔹 Trigger alerts for negative feedback, ensuring timely follow-up and resolution.

By integrating survey insights directly into your workflows, SurveyVista enables you to turn feedback into action—seamlessly and proactively.

This feature enable the comparison of previous survey results with the latest results for the same target record (i.e., Survey Subject). Users can select previous results to compare with the current ones, highlighting changes in responses, comments, attachments, etc. This feature provides insights into how customer feedback has evolved over time.

The Embedded Surveys & Forms feature enables you to seamlessly integrate surveys and forms into web pages, allowing for direct engagement with website visitors. This functionality is ideal for gathering feedback, capturing leads, or enhancing customer interactions without requiring users to navigate away from your site. By embedding surveys directly, you can increase response rates and streamline data collection.

The Embedded Responder Interface feature allows you to integrate the SurveyVista responder interface directly into customized Salesforce Digital Experience Site pages. This enables a seamless, branded survey experience, allowing both authenticated and unauthenticated users to respond to surveys without leaving your community portal. By embedding the responder interface, organizations can provide a frictionless and fully integrated feedback collection experience tailored to their Digital Experience Site design.

The Embedded Survey Interface feature allows you to integrate SurveyVista directly within Salesforce standard or custom object record detail pages. This enables users to view and respond to surveys in the context of a specific record, such as a checklist or structured assessment, ensuring seamless feedback collection.

🔹 Collect feedback directly within relevant records (e.g., Cases, Opportunities, or Custom Objects).
🔹 Support multiple assessments for the same record, with different participants independently submitting feedback.

This functionality streamlines in-context data collection, ensuring feedback is captured efficiently and linked to the right records for better insights.

The Survey Design Templates feature streamlines survey creation, ensuring brand consistency and efficiency. These pre-built templates provide a robust foundation, saving time and resources while enabling rapid deployment of surveys and forms.

🔹 Maintain brand consistency with professionally designed templates.
🔹 Accelerate survey creation by selecting a ready-made design.
🔹 Enhance user experience for higher engagement and response rates.

Simply choose a template and customize it to align with your brand campaigns, making survey design faster and more effective.

Easily distribute surveys via SMS or MMS using messaging service providers like Twilio, ValueFirst, or M360, ensuring a seamless way to reach respondents directly on their mobile devices and improve response rates. Customers can use their existing SMS/MMS provider or integrate with Twilio, ValueFirst, or M360. If using an external provider, customers are responsible for obtaining an SMS/MMS subscription. For a hassle-free setup, SurveyVista also offers an optional pre-paid Twilio SMS/MMS subscription.

Easily distribute surveys to your customers through WhatsApp, one of the world’s most widely used messaging apps. With SurveyVista, you can seamlessly integrate your WhatsApp account and send surveys directly to your customers’ WhatsApp accounts, ensuring higher engagement and response rates.

🔹 Reach customers where they are most active
🔹 Seamless integration with your WhatsApp Business account
🔹 Enhance engagement with direct, real-time survey delivery

Note: Customers are responsible for subscribing to the WhatsApp Business API to enable this functionality.

The Short Links feature generates concise, easy-to-share survey urls that enhance accessibility and engagement. These links can be customized with your brand or subdomain, boosting visibility and trust while improving response rates.

Generate dynamic links for your surveys to easily distribute them via email, social media, or any other platform. These dynamic links automatically associate responses with relevant Salesforce records, streamlining data collection and integration. Additionally, you can generate and download a QR code for your survey, making it easy to include on print materials such as product packaging, pamphlets, posters, and receipts, ensuring seamless offline-to-online engagement.

The Custom Events & Webhooks feature enables you to set up advanced automation for your surveys.

Gain valuable geographic insights by geocoding respondents' locations, enabling location-based analysis for enhanced survey reporting. This feature allows you to map survey responses to specific locations, helping you uncover demographic trends and regional insights.

🔹 Visualize response distribution across different locations.
🔹 Enhance demographic analysis for targeted decision-making.
🔹 Improve data accuracy with location-based reporting.

Note: Customers are responsible for obtaining an IP-to-Location mapping service, such as ipstack.com, to enable this functionality.

SurveyVista's advanced alert notifications allow you to automate survey notifications effortlessly using a simple point-and-click interface. Set up alerts based on key trigger points, such as notifying stakeholders when a response includes an NPS detractor score, or scheduling automated reminders for respondents at specific intervals (e.g., 7, 14, or 21 days after survey distribution). This ensures critical responses are never missed and enables timely follow-ups, helping you stay proactive in customer engagement.

The Survey Response Storage Optimization feature helps you efficiently manage Salesforce storage by providing options to archive, unarchive, and delete survey responses.

🔹 Archive older survey responses to free up valuable storage space in your Salesforce org while keeping data accessible for future use.
🔹 Unarchive responses when needed, restoring them to a readable format for analysis and reporting.
🔹 Permanently delete responses that are no longer required, ensuring flexible and optimized data management.

This feature enables organizations to maintain efficient storage usage while retaining control over historical survey data.

SurveyVista's AI-powered Sentiment Analysis automatically detects and categorizes the emotional tone of open-ended survey responses into positive, neutral, negative, or mixed sentiments. This enables deeper insights into customer experiences, helping you identify trends and take proactive action.

Powered by Amazon AWS Comprehend, this feature delivers advanced sentiment classification. To use it, customers must have their own dedicated AWS account to access the Amazon Comprehend API.

The Completed Survey Results PDF feature allows you to automatically generate and save a survey response as a PDF when the survey reaches a specified status (e.g., Completed).

🔹 Automatically store PDFs on both the target Salesforce record and the corresponding survey result.
🔹 Customize status triggers using the "Archive a Survey Response as PDF when" setting at the survey level.
🔹 Ensure easy access to survey responses for documentation, reporting, and compliance purposes.

This feature streamlines survey record-keeping, enabling seamless storage and retrieval of completed survey results.

Seamlessly integrate SurveyVista with your existing systems using API access, enabling automated data exchange and enhanced efficiency. This allows you to sync survey data in real-time, streamline workflows, and drive deeper insights across your business applications.

Additionally, customers can utilize Salesforce APIs and existing integrations with analytics platforms like Tableau, Snowflake, and other BI tools to enhance reporting, visualization, and data-driven decision-making across their organization.

The AWS Storage Integration feature enables you to store uploaded files and images in an AWS S3 bucket, helping reduce Salesforce storage usage and optimize costs.

🔹 Offload file storage to AWS S3 to free up valuable Salesforce storage.
🔹 Seamlessly integrate with AWS for scalable and cost-effective file management.
🔹 Easily access and manage uploaded files while ensuring secure and reliable storage.

This integration provides a flexible storage solution, allowing organizations to efficiently manage files while reducing Salesforce data storage constraints.

Advanced Sentiment Analytics helps businesses understand customer emotions by analyzing feedback with AI. It identifies key emotions, phrases, and targeted sentiments, offering actionable insights. By assigning sentiment scores and detecting patterns, this feature enables companies to improve customer experiences and make informed decisions based on real-time data.

This feature analyzes customer interactions within cases and chat sessions to gauge their emotional tone. By evaluating sentiment throughout the support process, teams can understand customer satisfaction in real time, allowing for more responsive and targeted improvements to service.

Quota-Aware Omni-Channel Notification Management ensures that notifications—whether via email, SMS, or Slack—are dispatched efficiently while staying within quota limits. It supports scheduling and real-time messaging, making sure communication remains timely, controlled, and effective across all channels.

AI-Powered Survey Automation reduces manual effort by automatically generating survey questions, translating content, and optimizing the survey design. This feature leverages AI to improve the relevance and engagement of surveys, helping businesses gather meaningful feedback with less effort.

The SurveyVista Offline App empowers users to collect survey responses without requiring an internet connection. The app ensures seamless data capture that automatically syncs with Salesforce once reconnected.

Our dedicated support team is available 24/5, ensuring round-the-clock assistance from Monday to Friday, with limited support on weekends. With a globally distributed team, we respond promptly to inquiries, regardless of location or time zone. Our experts are committed to resolving issues efficiently, providing reliable email support to keep your operations running smoothly.

Our distributed team is available 24/5, with limited support on weekends, to provide on-demand phone and web meeting assistance. We understand the importance of timely issue resolution, and our experts are here to guide you through any challenges. Beyond troubleshooting, we also offer best practices and strategic guidance tailored to your specific use cases, ensuring you get the most value from our product. Whether you need technical support, workflow optimization, or a quick walkthrough, we’re here to help every step of the way.

Your Dedicated Customer Success Manager (CSM) serves as your strategic partner, working closely with you to understand your unique needs and challenges. They collaborate with our team of experts to deliver tailored solutions that align with your business requirements. Focused on building strong, long-term relationships, your CSM will be your go-to resource for product guidance, best practices, and ongoing support, ensuring you maximize the value of our solution.

The Realtime Quiz Results Presentation feature enables quiz takers to view their quiz results and statistics in real-time. By presenting quiz results in real-time, this feature enhances the overall quiz-taking experience and enables quiz takers to take action based on their performance.

The Correct/Incorrect Answer Indication feature provides the option to show or hide the correct/incorrect answer indication for each quiz question. This feature enhances the quiz-taking experience by providing immediate feedback to quiz takers and allowing them to better understand their performance.

The Quiz Time Limit feature allows quiz creators to specify time limits for their quizzes and automatically submit them once the allotted time has elapsed. This feature is especially beneficial for timed assessments and exams, as it ensures that quiz takers complete the quiz within the specified time frame.

The Save & Resume Later feature enables quiz takers to save their progress and resume the quiz at a later time. This feature is particularly useful for longer quizzes or quizzes that require more time to complete. With the Save & Resume Later feature, quiz takers can take breaks as needed without losing their progress, and can return to the quiz at a more convenient time. This feature enhances the quiz-taking experience and provides greater flexibility for quiz takers.

The Multiple Quiz Attempts feature enables quiz takers to attempt a quiz multiple times until they pass, providing them with the opportunity to learn from their mistakes and improve their performance.

The Questions Randomization feature enables quiz creators to present a subset of quiz questions and randomize their order for each quiz attempt. This feature enhances the quiz-taking experience by ensuring that quiz takers encounter a different set of questions each time they take the quiz, preventing memorization of the quiz content. With the Questions Randomization feature, quiz creators can provide a more diverse and challenging quiz experience for their audience.

The Customizable Quiz Submission Details feature gives you control over what information is displayed to quiz takers upon submission. You can choose to show quiz details, scores, statistics, or any combination thereof, ensuring a tailored experience that aligns with your assessment goals.

The Survey Data Review & Correction Workflow feature streamlines and automates business processes that require data collection, review, and approval/rejection/correction from multiple stakeholders at various workflow stages. With the Survey Data Review & Correction Workflow feature, businesses can streamline their survey data management processes, correct data errors, and make data-driven decisions more efficiently.

The Question Response Flagging feature enables survey data workflow stakeholders to flag a question response (e.g. accept, reject, need more information) at each workflow stage. This feature facilitates efficient collaboration among team members and stakeholders by providing a centralized system for reviewing and approving survey data.

The Approve or Reject Survey Submission feature enables survey data workflow stakeholders to flag question responses and accept/reject a survey submission to move the workflow forward/backward. This feature facilitates efficient collaboration among team members and stakeholders by providing a centralized system for reviewing and approving survey data.

The Survey Assignment feature allows you to send a single survey to multiple recipients, enabling collaborative input on the same set of survey responses. When distributing a survey, users can identify recipients based on fields from the target object and related objects through lookup relationships. This flexible assignment approach ensures broader participation, streamlined data collection, and enhanced collaboration across teams and stakeholders.

The Stakeholder Identification feature allows you to designate specific users for each stage of the data review and collection workflow. Users can be assigned dynamically by selecting from objects linked to the target object via lookup relationships, ensuring that the right stakeholders are involved at the right steps in the process. This enhances workflow efficiency, accountability, and collaboration throughout the survey or data collection lifecycle.

The Advanced Survey Features encompass a range of capabilities, including Custom Question Response Validation, Survey Processing Interface for automation, Auto Submit at trigger points, Lock Survey Responses once submitted, and more. These features provide additional flexibility and customization options for survey creators, enabling them to tailor surveys to their specific needs. With Advanced Survey Features, businesses can create more robust surveys that produce higher quality data, which can lead to more informed decision-making.

The Automated Feedback Collection feature enables seamless survey distribution at key lifecycle stages for customers, employees, or opportunities. Surveys are triggered automatically, ensuring timely insights without manual intervention. This helps organizations capture feedback at critical touchpoints, improving decision-making and enhancing overall engagement.

The Multi-Stage Lifecycle Setup feature allows you to define and manage multiple lifecycle stages for records such as customers, opportunities, or cases. Set automated triggers to initiate actions like sending surveys or follow-up emails at each stage, ensuring a structured and proactive engagement process.

Schedule actions to execute immediately, on a specified date, or at regular intervals (e.g., every 30 days), providing complete flexibility in managing engagement timelines.

Control response volume by selecting a targeted sample of recipients (e.g., randomly choosing 100 recipients per send). Additionally, it ensures opt-out preferences are respected, preventing over-surveying and enhancing participant experience while maintaining engagement quality.

Aggregate feedback scores such as CSAT or NPS across various levels (e.g., account, contact, opportunity) and seamlessly integrate them into dashboards and reports, delivering comprehensive analytics at every stage.

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