---
title: Surveys
description: Build a questionnaire, send it to customers, leads or staff, and read the answers back as counts and charts — with one public link per recipient so nobody has to log in.
product: TSync Intelligence 11.3.6
language: en
canonical: https://docs.tsync.pro/modules/surveys/
source: https://docs.tsync.pro/llms.txt
---

# Surveys — ask, then read the answers back

**Surveys** lets you build a questionnaire, send it to a group of people, and see the answers collected in one
place. Recipients answer through a public link — they do **not** need a TSync account, and they do not see
anything else in your system.

Typical uses: a satisfaction survey after a project closes, a short form to qualify new leads, an internal poll
of staff.

## Open it

**Utilities → Surveys** in the sidebar, or `/admin/surveys`.

## Build the questionnaire

Press **New survey**, give it a name and a description, then add questions one at a time. Each question has a
**type**, and the type decides both how it is answered and how it can be reported:

| Type | The respondent | In the results |
|---|---|---|
| **Input** | types one short line | listed answer by answer |
| **Textarea** | types a longer free text | listed answer by answer |
| **Radio** | picks **one** of your options | counted per option, with a chart |
| **Checkbox** | picks **any number** of your options | counted per option, with a chart |

The practical consequence is worth deciding before you send, not after: **only radio and checkbox produce
countable results.** A free-text question gives you a list of sentences to read, which is valuable but cannot be
summed or charted. If you want a percentage at the end, ask it as radio or checkbox.

For radio and checkbox you add the options ("boxes") under the question. Questions can be reordered by dragging.

## Send it

Open the survey and use **Send**. You choose the audience:

- **Customers** — the contacts of your customer accounts
- **Leads** — everyone in your leads list
- **Staff** — your own team
- **Mailing lists** — the lists defined on the survey itself

You can insert **custom fields** into the message so each recipient gets their own name and details rather than
a generic greeting.

Each recipient receives their own link containing a unique hash. That link is what identifies the response, so
it is personal: forwarding it means the answer will be recorded under the original recipient.

## Read the results

**Results** shows every question with its answers. Radio and checkbox questions are shown as counts per option
with a chart beside them; input and textarea questions are shown as a list of what people wrote.

A survey stays open as long as you leave it active — results update as answers arrive.

## Things worth knowing before you send

- **Check the question types first.** Changing a question from free text to radio *after* people have answered
  leaves you with two incompatible sets of answers for the same question. Decide before sending.
- **The link does not require a login, so treat it as public.** Anyone holding the link can answer. Do not put
  anything confidential in the questions themselves.
- **One send per audience, not per person.** If you send to Customers twice, contacts who already answered are
  not protected from receiving it again — check the send history before repeating.
- **Removing a question removes its answers.** There is no way to recover them afterwards.

## If nothing arrives

Surveys are sent as e-mail, so the usual e-mail checks apply, in this order:

1. **Is outgoing e-mail configured and working?** Test it from **Settings → Email**. If TSync cannot send any
   e-mail, it cannot send a survey either.
2. **Do the recipients have e-mail addresses?** A customer contact or lead without one is silently skipped.
3. **Spam folders.** A first-time bulk send from a new domain very often lands there.

The sending configuration itself lives in **Settings → Email** — see [General concepts](../general-concepts.md) for how settings pages are organised.