Feature pages
AutoSurvey features
Create or import a survey, send it, collect and score the answers, then report and act in Salesforce. The survey workflow comes first. The specialist capabilities follow.
The survey workflow
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Describe a survey, paste your questions, start from a sample, or bring one from another tool.
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Send from a Campaign, a list or your own Flow, or share a public link.
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Try the respondent side yourself in a live demo.
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Each response is a Salesforce record in your org. Report on it with native Salesforce reports.
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Write survey answers and scores to fields on the Lead, Contact, Case or custom record the survey is about.
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The score is calculated on arrival. Your Flow can open a task or a recovery case on a low score.
Specialist capabilities
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One link shows a participant their document requests, replacement steps for rejected items, and shared receipts.
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Ask for documents on a record, review them in Salesforce, and save a signed consent as a PDF.
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One survey in 34 languages. Your team reviews each translation before it goes live.
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Participants book program intake slots from a phone, without an account.
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A public intake form creates a Salesforce record and attaches the uploaded files.
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Find duplicate and low-quality responses to paid surveys, and review them in a scored queue.
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Screen each paid survey response in Salesforce, then pay real respondents. A blocked response is never paid.
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Give validated instruments such as PHQ-9 and see the score over time on the Contact or Case.
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Send survey invitations and reminders by text message, with STOP handling and a delivery record.
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Run AutoSurvey AI features, such as survey drafting, on the Salesforce Einstein models in your own org.
Explore workflow mock-ups
View mock-ups of additional survey workflows and tell us what you need; these walkthroughs do not describe functionality included in AutoSurvey.
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See which survey answers did not update their Salesforce record, why, and retry after you fix the cause.
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An Anonymous mode that tracks who finished, keeps names separate from answers and hides small groups.
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Send a survey when a Case closes, from three choices, with a reason for every skipped Case.
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Edit a live survey, see what changed before you publish, and keep collected answers.
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Give each low-score survey response one owner and a due time, inside Salesforce.
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Add a locked store, campaign or partner value to a survey link. See it on every response.
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Bring one GetFeedback survey into AutoSurvey from its link or your account. The questions, the choices and the theme move. Past responses do not.
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Compare a question by channel or by another question. See up to three differences that pass a significance test.
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Find the right record before you create one. Save a child record for each repeated row, all or nothing.
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Build a question from a Salesforce field, with the field's own choices. The answer goes back to the same field.
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When an open-text answer is short or vague, ask the respondent one more question, within fixed limits.
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Type a question, press Enter, and type the next one. AutoSurvey guesses the type from the words.
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Answer a short set of questions about your draft. AutoSurvey explains each feature and recommends a choice.
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The outline, the preview and the settings on one screen. Edit the words where the respondent sees them.
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Type what each answer choice should show. AutoSurvey makes the pictures, up to three at the same time.
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The slot-booking page and the signing pages show their buttons, headings, dates and times in the language of the respondent.