Surveys Editor

The Surveys Editor is where you set up the surveys module. You build feedback forms with fully customizable question types, decide how they are filled out, analyze responses in aggregate with charts, and export them as PDF or CSV. All changes are saved the moment you tap Save in the top right.

Where do I find the editor?

Open the app in Edit Mode, go to App Builder Tools → Modules & Features, select Surveys and tap Edit. Direct link in the browser: /edit/surveys.

What can the module do?

Customizable questions

Eleven question types – from star rating through NPS and smiley to free text, choice and date.

Overall score

An optional weighted overall score where all rating questions share one unified scale.

Display conditions

Follow-up questions that appear only for a specific answer (e.g. “What went wrong?” only for < 3 stars).

Analysis & export

Charts, trends over time, NPS metric, filters by period and branch, export as PDF and CSV.

Tab overview

The editor has five tabs you can page through at the top. Building the surveys themselves and analyzing them happens in the admin area (see below).

View Layout of the survey list in the frontend – list, grid or carousel.

Design Accent color for surveys and charts, card radius.

Behavior Fill mode, timer, exit warning, automatically captured fields.

Features Push notifications, branch capture, retention period.

Home Home sections including a freely labelled survey button.

Create & analyze surveys

Create surveys Question builder, all question types, weighting, overall score and display conditions.

Analysis & export Overview, per-question view, trends, NPS and export as PDF/CSV.

Quick start

1. Activate the Surveys module (one tap, no setup required).
2. In the admin area under Surveys, create a new survey.
3. Add questions and pick question types – optionally enable weighting and the overall score.
4. Set the survey to active so users can fill it out.
5. Optionally link a survey button on the home screen.
6. Analyze responses continuously under Analysis and export them when needed.

Demo data

In the admin area you can generate two demo surveys including 50 sample responses with a single tap. That way you immediately see how charts, trends and the PDF export look with real data.