Survey System Overview
The Survey System enables you to create, send, and analyze surveys to gather feedback from your contacts. Send surveys via email, SMS link, or interactive SMS with support for multiple question types and comprehensive reporting.
What is the Survey System?
The Survey System helps you collect valuable feedback from guests and property owners throughout their journey. Whether it's a pre-arrival check-in, mid-stay wellness check, post-stay review, or owner satisfaction survey, you can create targeted surveys that provide actionable insights.
Key Capabilities
The Survey System helps you:
- Create Surveys: Build surveys with multiple question types including NPS, ratings, multiple choice, and free text
- Send Surveys: Distribute via email, SMS link, or interactive SMS with automated timing
- Track Responses: Monitor completion rates and individual responses in real-time
- Analyze Results: View detailed reports with NPS scoring, statistical analysis, and trend tracking
- Automate Actions: Trigger workflows based on survey responses (e.g., alert managers for low scores)
- Filter & Segment: Analyze results by date range, property type, guest segments, and more
Survey Documentation
Learn more about specific aspects of the survey system:
- Survey Editor - Create surveys, add questions, and configure question types
- Survey Types - Understand NPS, standard ratings, and when to use each type
- Survey Distribution - Send surveys via email or SMS and set up automation
- Survey Reporting - Analyze results, track NPS over time, and filter data
- Interactive SMS Surveys - Use question-by-question SMS surveys for higher engagement
Getting Started
Accessing Surveys
Navigate to Global Settings > Surveys to manage your surveys.
Quick Start
- Click Add New Survey to create a new survey
- Configure basic settings (name, delivery method, email content)
- Add questions using various question types
- Set up automation triggers based on responses
- Send surveys manually or via automated workflows
For detailed instructions, see the Survey Editor guide.
Question Types
The system supports five question types:
- Yes/No - Simple binary choice questions
- Rating (1-10) - Numeric scale with Standard or NPS analysis
- Single Choice - Select one option from multiple choices
- Multiple Choice - Select multiple options
- Free Text - Open-ended text responses
Learn more in the Survey Editor guide.
Common Use Cases
Guest Feedback
- Pre-Arrival Check-In: Confirm arrival details and special requests
- Mid-Stay Wellness Check: Ensure everything is working properly
- Post-Stay Review: Gather comprehensive feedback with NPS scoring
- Experience Surveys: Measure satisfaction with specific amenities or services
Owner Satisfaction
- Quarterly Performance Reviews: Track revenue satisfaction and service quality
- Monthly Revenue Pulse: Quick check-ins on bookings and performance
- Time Investment Surveys: Understand owner involvement preferences
- Annual Renewal Surveys: Comprehensive partnership review
Property Management
- Quality Tracking: Route feedback to specific team members (housekeeping, maintenance)
- Process Improvement: Identify bottlenecks in check-in, communication, etc.
- Market Research: Understand guest preferences and feature requests
- Competitive Analysis: Compare performance across properties or seasons
Next Steps
Ready to create your first survey? Check out these guides:
- Survey Editor - Learn how to build effective surveys
- Survey Types - Choose between NPS and standard analysis
- Survey Distribution - Set up automated sending
- Survey Reporting - Analyze your results and track trends