Cendyn CRM’s built-in survey tool provides a straightforward way to create and manage surveys for lead generation and guest feedback.

Survey Creation

• Navigate to Lead Generation > Surveys and click the Create new Survey button

• Compete all basic information and check the Undefined finish date box if the survey should be ongoing.

• In the next step - Survey Builder - drag and drop one of the four question types into the place holder

• Add the question and answer options as per the selected survey type
• Add as many options as needed and if applicable, mark the question as required

• To add more survey question types, click Add Question

• Repeat the same steps as above

• Click Continue  to customize the look and feel of your survey, by changing the title and button colors, or the background
• Click on Preview survey page to see your customization, then click Finish and Save to validate your changes

Distribution

• Include the Survey link to an email template by adding a Custom Link

• Click the Survey Link button

• Select the newly created form and click Add Survey Link

Survey Management

• Surveys are organized into 4 different sections:
  • Actives: Ongoing surveys
  • Scheduled: Surveys set up for a future date
  • Finished: Expired surveys
  • Drafts: Stopped/Paused surveys

Editing a Survey

• Click the Stop Survey button to place the survey in the Drafts folder. This will end the Survey visibility.

• Click the Edit icon to return to the Survey builder

• After making your changes, click Update Survey

• On the Survey Management page, you can also click the eye icon to preview
• Or click the duplicate icon to paste the same information onto a new form. This can be done to create a new survey by keeping some of the configuration (ie. custom colors)

Response Analysis

• View survey results at both the aggregate and individual levels

• Responses are automatically linked to guest profiles, offering a unified view of their experience