General Surveys

For all our annual customers, we offer general Surveys as an add-on. You can now send out surveys that are not linked to any of your events. Collect valuable feedback from your contacts and members at any time.

Once enabled, you will find the Surveys section as the part of Campaigns module.

Please note, that this will not impact existing Event Surveys.


  • The default Survey allowance is 5 per contract, but you can purchase more if needed
  • You can send a Survey immediately
  • You can create and save Survey templates
  • You can close the Survey anytime
  • Survey Campaign uses your email allowance

How to create a General Survey

To create a general Survey, please go to Campaigns Module, Survey section and press on green +Create Survey button (there are also Search and Filter buttons available for you):

Fill in the Survey name, add the Description and select the Survey Category, then press Create to begin.

The process of creating a Survey consists of 5 steps that you need to complete.

Step 1 – Select Design

Create a new Survey template or use the ones you’ve created earlier.

Step 2 – Build Survey

Just like Event Surveys, you can customize your survey by adding a title, text, divider or any question with Rating Fields or Custom Fields. You can also refer to the Sample Questions which will help you quickly complete creating the survey form.

Also, you can:

  • Preview In Browser: Click the button to check out how your survey form looks like
  • Save And Continue: Save and move on to the next step

Step 3 – Add Recipients

In general Surveys, the recipient lists are same as Campaign recipient lists. You can include and exclude multiple lists of contacts.

Step 4 – Distribution Settings

Fill in the Subject line, add preview text, reply-to email, select the time of reminder, survey lifetime and the submission setting.

When you input the subject line for Survey email for the 1st time, the reminder email will be automatically set with “Reminder” as prefilled. You can still manually update it. 



Step 5 – Review

In the last step, you can review the Survey settings and “Schedule” it or “Send Now”.

Please note, that once the Survey is scheduled, you can only Pause it, but can’t unscheduled it.

Organizers are able to copy active survey’s URL and share it.


Compared with Event Survey email, in the general Survey email the wording has been adjusted and the contact is replaced with Organization public contact.

You are able to include an active survey link when sending a campaign.

On the Content & Design Step, add drag and drop the Survey item into the body of the campaign and select one of the existing active Surveys. If no active Survey is available, you will need to create, schedule, or send a new one.


The Start Survey button will be embedded into the Campaign email.

Survey Report

The same settings also apply on Event Surveys

Summary page

You can download the Survey Summary in Excel file and view the responses for each single question.

The downloaded Summary excel file has with 2 Tabs:

  • Summary Tab contains how each Survey question been answered & how many people skipped the question.
  • Overview Tab contains specific information related to the Survey including
    • Name
    • End date
    • Email delivered
    • Total responses/total opens
    • Completion rate
    • Average time to complete

After clicking “Response” for each single question, admin users can see the people who have answered the question and:

  • View All answers
  • View Contact Profile

After clicking “View All Answers”, you’ll see all answers from individuals.

You can also download all the survey related information for individuals depending on Survey settings:

    • First/Last name
    • Email
    • Questions answered
    • Submission date
    • Time of Completion
    • Answers for each single question

On the Responses Tab, admin users can filter out the survey submitters by:

  • Event Speaker
  • Questions answered
  • Terms Opt-in

When clicking the row on the list, it shows the submitter information on the right hand:

  • Basic information
  • Download survey results
  • Time of Completion
  • Questions answered
  • Answers for each single question