FAQs in this section
Are surveys available in all Vtiger editions?
How do I create an external survey?
What is the purpose of a CSAT Survey in Vtiger?
What are the available question formats in a CSAT Survey?
Can CSAT Surveys be triggered automatically?
Can I preview the CSAT Survey before it is sent out?
How do I create a CSAT Survey in Vtiger CRM?
How do I view CSAT Survey responses in Vtiger CRM?
How do I edit an existing CSAT Survey?
How do I deactivate a CSAT Survey in Vtiger CRM?
How do I delete a CSAT Survey in Vtiger CRM?
Which Vtiger CRM modules support CSAT Surveys?
How do I send an Internal Survey link?
How do I send an External Survey link?
How do I preview a survey?
How do I insert a survey link into the email body?
How do I close a survey?
How do I view survey responses?
What is a Survey?
How do I create an internal survey?
Why do I need to add logic to a survey question?
What are the different survey types?
What types of survey questions can I create?
How do I add logic to a survey question?

How do I install the Survey module?

The Surveys module is available as an Add-on, and you must install it to use it.
Follow these steps to install Surveys:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Click the Add-ons button on the bottom left. The Add-ons page opens.
  4. Search for Surveys.
  5. Click Install. A confirmation window opens.
  6. Click Yes to confirm the installation.
  7. Once installed, you can find it under Main Menu > Essentials
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