Forms & surveys

Surveys & post-purchase follow-ups

Create short surveys and send them automatically after an order — prefilled and tied back to the customer.

Surveys

Surveys have their own section, separate from Forms, for short, focused questions — ratings, NPS (0–10) and yes/no — like a quick question after a purchase or a review follow-up. Start from a template (NPS, star rating, yes/no, or a 3-question post-purchase survey); a survey is built in the same editor as any form.

Sending a survey after an order

On the Surveys list, turn on Auto-send after an order for a published survey and choose:

• whether to trigger when an order is paid or completed,
• the channel (email or SMS), and
• a delay (for example, 60 minutes after the order).

The system then sends each customer a personal link a short time after their order. The link is prefilled with their order and contact details and tied back to the order and customer, so when they respond your team can follow up directly. Each order is surveyed at most once.

You can also show a survey right on the digital receipt / checkout thank-you screen by mounting it there.

Surveys are sent through your connected email/SMS, and respect a customer’s contact preferences.