FAQs in this section
What is a Survey?
Are surveys available in all Vtiger editions?
What are the different survey types?
What types of survey questions can I create?
How do I create an internal survey?
Can I preview a survey?
How do I create an external survey?
How do I send an internal survey link?
How do I send an external survey link?
How do I insert a survey link into the email body?
How do I view survey responses?
How do I add logic to a survey question?
Why do I need to add logic to a survey question?
How do I close a 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 install the Survey module?

Surveys are not readily available in Vtiger CRM. You must install it from the Extension Store.

Follow these steps to install the Surveys module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Add-ons button on the bottom-left. You will land at the Extension Store.
  4. Search for Surveys.
  5. Click Install.
  6. Click Yes to confirm the installation.
The Surveys module gets installed. You can find it under Main Menu > Essentials.
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