​Surveying fundamentals

Following a few best practices when sending with Email and SMS platforms can help improve your response rates and ensure you’re getting high-quality, actionable feedback. Each step of the sending process can be adjusted to reflect your preferred workflow - whether you are manually importing small batches of emails/phone numbers for one-time sends, using Autopilot to automatically survey people, or using the API to trigger surveys based on key events.

In this guide, we’ll cover:

  • How to quickly send your first survey
  • A brief overview of different ways to send
  • Fine-tuning the group of customers you’re surveying
  • Timing your sends for best response rates
  • Automating sending

Let’s get started!

Next section: Quick start to sending

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