Surveys vs polls
Surveys are used to collect richer input such as preferences, intent, feedback, or profile data.
Polls are lightweight and ideal for quick, single-question feedback.
Both are managed from Content -> Surveys.
Creating a survey
To create a survey:
Go to Content -> Surveys.
Click New survey.
Add one or more questions.
Choose the appropriate question type and mark questions as required if needed.
Supported question types include:
Short text
Long text
Number
Date
Single choice
Multiple choice
Contact details (used to enrich contact profiles)
Using surveys in posts
Surveys are added directly into posts using the Survey block.
When inserting a survey, you can:
Select an existing survey, or
Create a new one on the fly
Once published, responses are automatically tied to the contact who submitted them.
Where survey data is used
Survey responses are stored on the contact profile and can be used to:
Build segments
Add filters in flows
Guide future messaging and automation
This makes surveys a powerful bridge between content and automation.
Best practices
Use surveys intentionally. Keep them short, relevant, and placed where the user already has context. A well-placed survey often outperforms standalone forms because it feels like a natural part of the conversation.
Surveys turn engagement into actionable data, without breaking the experience.