To create a new project, first click New Survey on the CX homepage.


Customize your company's logo and color.

Edit the subject line and add an intro message. It's best to keep the intro message brief and to the point.

Add a key drivers question to gather feedback on specific areas or features (e.g. price, ease of use, product quality, etc.).

Add additional multiple choice and/or free response questions.

Customize the Thank You page and add a call-to-action at the the end of the survey.

Choose the Data Sources that you plan to use for collecting responses. Learn more about the different data sources.

Import your customer list using a CSV file. If you plan to only use the webhook or web-link to send the surveys, you can skip this step.

Tip: custom data fields can be added to the customer list as additional columns prior to uploading.


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