Help
How to use Outcomify
Step-by-step help, one task at a time. Can't find what you need? Email info@outcomify.com.
Customer surveys
Write a short survey, send it to your customers or share a link, and read what they need.
- Send your first surveyThe four steps from an empty survey to answers coming in, and where to find each one.
- Write the questionsKinds of questions, asking some questions only of some people, and getting Canopy to review your wording.
- Choose who to askAdd your customer list, use its columns as segments, or share an open link instead.
- Write the invitationThe email your customers get, the one reminder, the close date and the thank-you.
- Send itThe review step, who may send, the monthly email allowance, and what happens once it goes.
- Try it on a few people firstSend to a random few, see where people stop or skip, fix the questions, then send it to everyone else.
- Read the resultsThe needs Canopy heard, every question’s answers split by segment, who answered, and the export.
- Let Canopy or your agent helpDraft a survey from an opportunity, get your wording reviewed, or have an AI agent prepare one.
- Privacy, unsubscribes and limitsHow addresses are kept, how people stop your surveys, erasing a person, and what a workspace can send.