FAQs in this section
What is a Survey?
Are surveys available in all Vtiger editions?
How do I install the Survey module?
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 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?
How do I send an external survey link?
Table of Contents
After you create an external survey, a link is generated. Respondents can use the link to take the survey. You can share survey links via email.
Follow these steps to send a survey link:
Follow these steps to send a survey link:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Surveys.
- Open a survey.
- Click the Send Survey Link button shown on the top. The Compose Email window opens.
- Enter the To address of the recipient. You can send it to only one recipient at a time.
- Edit the subject, template, etc., if needed.
- Click Send shown on the bottom-right of the window.
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