Help

Customer surveys

Write a short survey, send it to your customers or share a link, and read what they need.

1. 1Send your first surveyThe four steps from an empty survey to answers coming in, and where to find each one.
2. 2Write the questionsKinds of questions, asking some questions only of some people, and getting Canopy to review your wording.
3. 3Choose who to askAdd your customer list, use its columns as segments, or share an open link instead.
4. 4Write the invitationThe email your customers get, the one reminder, the close date and the thank-you.
5. 5Send itThe review step, who may send, the monthly email allowance, and what happens once it goes.
6. 6Try 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.
7. 7Read the resultsThe needs Canopy heard, every question’s answers split by segment, who answered, and the export.
8. 8Let Canopy or your agent helpDraft a survey from an opportunity, get your wording reviewed, or have an AI agent prepare one.
9. 9Privacy, unsubscribes and limitsHow addresses are kept, how people stop your surveys, erasing a person, and what a workspace can send.