> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Surveys

> Create feedback surveys, decide who receives them and how often they're sent, and review the responses.

## Overview

**Surveys** are structured questionnaires you use to capture feedback and other details from your customers — satisfaction checks, workspace experience check-ins, welcome surveys. A survey has a name, a description, and a set of **questions**. You can send one as a one-off or on a repeating schedule, and target it to a specific audience.

## How to access

Navigate to **Community → Surveys** in the dashboard. The list shows each survey's name, its **next delivery** date, and its status — either **Active** with how often it's sent (e.g. "Send every 10 weeks"), or **Manual** if it isn't sent automatically.

![content surveys](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/content/content-surveys.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=e68cca1ae5845b2cadc460f87a8a26ab)

## Creating a survey

**1. Open Surveys**

Go to **Community → Surveys** and click **Add survey**.

**2. Name it**

Give the survey a **Name** and a short **Description**, and choose its **Location**.

**3. Set up automatic sending**

Choose whether the survey is sent automatically. Leave it off to keep it **manual**, or turn it on and pick how often it goes out — every so many **weeks, months, or years** — plus the next delivery date. You can also cap it so it stops sending after a given date.

**4. Choose the audience**

Select who receives the survey: all customers, **contacts** (customers without an active contract), or **members** (customers with an active contract) — optionally narrowed to specific plans.

**5. Add questions**

Open the survey's **Questions** section and add each question (below).

## Adding questions

From the survey's **Questions** view, click **Add question** for each one. A question has a prompt, an optional description, an active toggle, and a **question type**:

* **Text** — a short free-text answer.
* **Long text** — a longer free-text answer.
* **Yes/No** — a single yes-or-no answer.
* **Date** — a date answer.
* **Options menu** — pick from a list of options you define; optionally let respondents select more than one.
* **File** — accept a file upload.

Mixing a few question types keeps responses richer without overloading respondents.

## Sending and reviewing

* **Preview link.** Once saved, the survey has a copyable **preview link** you can open to check how it looks before anyone sees it.
* **Automatic vs manual.** An active survey is delivered to its audience on the schedule you set; the next delivery date updates automatically after each send. A manual survey is only sent when you trigger it.
* **Via a reminder.** A survey can also be attached to a [reminder](https://learn.nexudus.com/platform/crm/reminders.md); in that case the reminder's audience controls who receives it.
* **Results.** Use the **View results** action on the survey to open its report and review the responses.

> [!TIP]
>
> Ask fewer questions than feels necessary. Every extra question drops your response rate, and five honest answers beat fifty abandoned forms.

## Related

* [Reminders](https://learn.nexudus.com/platform/crm/reminders.md) — trigger a survey from an automated reminder
* [Newsletters](https://learn.nexudus.com/platform/content/newsletters.md) — point subscribers at a survey
* [Announcements](https://learn.nexudus.com/platform/content/announcements.md) — flag a survey to portal users


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