Survey campaigns
Learn how to create multiple Relationship and Transactional NPS campaigns, set notifications for new responses and automatically follow-up on customer feedback.
By Alex and 1 other2 authors63 articles
- Can I cancel a survey that is already scheduled?
- Throttling and imported feedback
- Adjusting the survey time frame option
- Deliver transactional (event-based) in-app surveys
- About survey throttling
- Contact data mapping via the generic inbound webhook
- Trigger transactional surveys via Segment events
- Scheduling Surveys in a Campaign with No Audience Rules
- Collecting Customer Feedback via Gorgias via Survey Links
- Understanding campaign audience filters
- Daily Survey Limit Reset Time
- How to Set Up an Inline Survey in Retently
- Kiosk Mode: Collecting Feedback on Shared DevicesHow to set up a survey kiosk on a shared tablet or screen so multiple people can respond in sequence, with automatic resets between respondents.
- Send email surveys on a recurring basisThis tutorial will help you configure a regular email survey campaign.
- Installing your in-app survey through Google Tag Manager
- Schedule Surveys for a Future Date in a Recurring Campaign
- Regular email campaign schedule setup
- Display in-app (web) surveys in your web-application
- Regular in-app campaign schedule setup
- In-app survey template management
- In-app survey script installation
- Audience Sampling
- Survey throttle and how it can help over-surveying
- Get started with transactional email campaigns
- Set up Salesforce transactional email surveys (using Salesforce's Flow)
- Migrate Salesforce Workflow Rules to Flows
- Create a transactional survey campaign with Zapier
- Set up Chargebee transactional email surveys
- Set up Freshservice transactional surveys
- About transactional survey trigger services
- Transactional survey trigger via Salesforce
- Transactional survey trigger via Chargebee
- Transactional survey trigger via Shopify
- Transactional survey trigger via Freshdesk
- Transactional survey trigger via Zendesk
- Transactional surveys triggered via HubSpot events
- Transactional survey trigger via Zapier
- Transactional survey trigger via API
- Send transactional (event-triggered) surveys based Zoho CRM events
- Trigger transactional surveys based on Klaviyo Flow events
- Set up Shopify transactional email surveys
- Trigger transactional surveys based on Yotpo SMS & Email Flow events
- Customer Experience metrics you can track with Retently
- How Contact Tag Filters Work in Campaign Audiences
- Survey reminders
- Use the "Last survey date" audience filter in transactional campaigns
- Export survey data to external systems via outbound webhook linksSet up your Retently campaign Alerts to be always notified of your survey scores
- How to configure autoresponders in a survey campaign
- Survey autoreplies
- Improved audience segmentation
- Automated topic & sentiment classificationAutomatically analyze your text feedback and categorize it into industry-specific topics and identify the feedback sentiment.
- Alerts are not workingMake sure your alerts are enabled and your campaign is turned on.
- How to activate email notifications?
- Filter alerts, autoreplies, and webhook data using contact attributes
- Filter alerts by topics assigned to responses
- Troubleshooting: Survey Reminders are not being sent
- Send surveys through text (SMS surveys)
- Sending surveys in multiple languages
- Customize the Body and Subject of Email Alerts
- Set up and distribute surveys by link
- Set up and distribute anonymous surveys by link
- Add HubSpot email personalization token to a Retently link survey
- Customer properties management via surveys by link