Creating a survey lets you capture valuable feedback and measure satisfaction with ease. In this article, we’ll walk you through setting up a new survey, selecting a template, adding your questions, and adjusting settings so you can start collecting insights right away.
Creating a Survey
On the main navigation panel, click Surveys.
On the Surveys page, click Create Survey in the top right corner.
Select a template: CSAT, NPS, 5-Star, or Yes/No.
In the popup, fill in the details:
Survey name – The internal name of your survey.
Primary question – The scale question that gives your key metric.
Follow-up questions – Open-ended questions for more context (max 10). It’s optional for customers to answer, allowing them to provide extra details in their own words.
!note! You can add and delete follow-up questions at any time when you create and edit your survey. However, you must always have at least one follow-up question in your survey. To delete a question, simply hover over the question and click the trash icon. !/note!
Share Link
Default Link – The URL automatically generated for your survey.
Custom Link – A short link. You can use our default domain (
wisestamp.link) or your own custom domain, and optionally set a unique back-half. For more details about short links, see our Links section.
Optional settings:
Allow collection of responder information:
When enabled – Customer information (like email and name) is recorded in your survey results. For surveys embedded in emails, this happens automatically. For surveys shared directly, an optional question will appear to collect the customer’s email.
When disabled – No identifying information is collected, and all responses remain anonymous.
Allow multiple responses per browser:
When enabled – Lets customers take the survey multiple times from the same browser.
When disabled – Customers can only submit the survey once from the same web browser. Using a different browser counts as a new submission.
6. Click Preview to open the survey in a browser if you'd like to test it. You’ll be able to see how it looks on different devices (desktop, tablet, and phone). Keep in mind that any responses submitted in preview mode won’t be counted as real results.
7. Click Save.
Troubleshooting
Why can’t I create a survey?
Make sure you are a WiseStamp admin, owner, or researcher; employees currently don’t have access to this feature.
Why aren’t responses showing emails?
Ensure that Allow collection of responder information is turned on in your Survey popup.
If the survey is shared through a signature, direct link, or copied link, the system can’t automatically capture the customer’s email – it’s only collected if the customer enters it. When the survey is sent as an email embed through a CRM, the respondent’s email is automatically collected.
Can my customer submit the survey twice?
Yes, if you turn on Allow multiple responses per browser in your Survey popup. Or, if your customer submits the survey through different browsers/devices.