Survey User Guide

The SimplyCast Survey feature allows organizations to easily create and publish dynamic surveys that can be used to canvas contacts to gather thoughts, opinions, and feedback. This information can then automatically entered into the platform's built-in CRM.


Through the application, you can quickly and easily design every facet of a survey, from question types to branding, with the drag-and-drop editor. You can input dropdown menus, checkboxes, radio matrices, contact information, captcha, and more. If you're seeking feedback on specific subjects or topics, create targeted questions through rating matrices, range selections, or checkboxes.


In this comprehensive user guide, you will be walked through each and every component of the Survey channel to ensure you are well educated on all the available tools and features Survey offers.


This guide includes:


  • How to create a survey
  • How to configure all the settings of a survey
  • A comprehensive report of all surveys

Download User Guide

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