Create and send a customer survey

Archived instructions for existing Fusion Owned installations; labels and available controls depend on the installed build.

Create the survey

Open **Utilities > Survey** and complete:

- **Survey title**: the survey's name.

- **Survey details**: its description or details.

- **Required captcha**: whether CAPTCHA is shown when a user replies to the survey.

Review the resulting questions and response page before sharing it. Do not ask for passwords, authentication codes or full payment-card details.

Find an existing survey

Open **Utilities > Survey > List Survey** to see saved surveys. Open the intended survey and confirm its title and content before using its link.

Send its link to users

1. Open **Utilities > Mass Mail**.

2. Click the **survey link** control to display the list of surveys.

3. Select the survey to insert into the message.

4. Preview the final message and verify its recipient selection before sending.

Use the survey's own response records to review answers; sending the link does not mean the recipient completed it.