- Create or upload your template in the Survey module, template editor
2. Name your survey template
3. Build your template contents
4. Create your survey questions
Image 1. Create Topics/Questions
Image 2. Create the survey question
5. Navigate to Customers > Smile icon to choose your contact to survey
6. View responses
a. At the customer level navigate to Customers > Smile icon and you will see all responses for that client.
b. To see the cumulative answers, click CSAT Answer Summary from the top right-hand corner.
7. For global results for a single template (all customer responses) navigate to Templates > [Name of template] > Graph Icon and you will be presented with the global results.
