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Learn how to capture customer feedback and data.

6 great ways to use Surveys

Brian Byrne

Lynsey Duncan

Beth-Ann Sher

Capture customer feedback and use it to create a better customer experience.

Surveys

Our guide to making sure you and your customers get the most out of this opportunity.

Guidelines for before you survey your customers

Use the right survey to ask the right questions and gain actionable insights.

Intercom's survey types

Getting started

Learn how to set up your survey in this step-by-step guide.

How to create a survey

Learn how to set up a Survey for your mobile app in this step-by-step guide.

How to create a mobile Survey

Trigger a survey to send in your product automatically using rules.

Trigger a survey to send automatically

Share your survey in and outside of your product via a shareable URL.

Multiple ways to share a survey

Trigger your mobile survey to send automatically with rules or share it as a link.

Send a survey on your mobile app

Creating and sharing

Best practices from our own surveys team to get the most from each opportunity.

Survey best practices

How to get the most out of customer feedback

8 ways you can use stored survey data

Best practices

Store customer responses as user attributes and use them to trigger a series, tailor workflows, and configure the Messenger experience.

Collecting survey responses as user attributes

Create different paths in your survey using branching logic to give each customer a tailored experience.

Using survey branching logic

Optimize your survey for better results by A/B testing.

A/B test your survey

Analyze your survey results with advanced survey reports and unlock new customer insights.

Advanced survey reports

Manage your Survey responses in Intercom or export them.

View or export survey responses

Optimizing and analyzing

Surveys FAQs

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FAQs

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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