Users with survey management permissions can create and manage surveys:

1. Navigate to Configure > Surveys

2. Choose the appropriate Category for your survey.3. Select the dropdown arrow under “No survey” and click + New survey.

4. Add a survey name and ID. The ID is used for identifying your survey when sending your survey via CSV or using Macorva's API. 

5. Build your survey by reviewing each section of the survey builder. Default communication and questions are provided in each section. Use the Customer communication section to control your messaging and reminder schedule.
6. Use the Net Promoter Score (NPS) section to add NPS to your surveys. NPS can be added with or without attributes. Attributes can be customized to fit your needs by clicking Default attributes

7. Use the CSAT section to add CSAT to your surveys. CSAT always has attributes. Attributes can be customized to fit your needs by clicking Default attributes

8. Employees and Product sections can also be added and customized similar to the NPS/CSAT sections. 
9. The Survey configuration section is where you:
   1.  Select appropriate Brand template
   2. Set number of rating options
   3. Enable open comments
   4. Edit open comment prompt
   5. Add review sites
   6. Update follow-up criteria
   7. Enable/disable Static URL
   8. Enable/disable throttle setting 
10. The Summary and follow-up notifications section is where you may select a variety of reports to receive based on survey responses. Summaries will be a summary of all responses. Follow-up emails will be those detected by our AI as needing follow-up. Follow-up emails may also include responses if you set additional follow-up criteria in the “Survey configuration” section.
11. Review the appearance of your survey on the right in real time.

10. Save and you're ready to send!
11. (Optional) Assign your survey to a group. For example, you may organize your Locations into Regions. After adding the survey, click Save Group

For information on custom questions, click here