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Getting Started with Surveys

How to build a survey using the Survey Designer: adding questions, setting appearance, and saving your work.

Create and Edit a Survey

The pre-built survey templates available when you create a new survey, and what each one measures.

Survey Templates

How to review individual survey responses and filter them by segment, user property, or question.

Survey Responses and Results

How to turn NPS, CSAT, and CES scores into concrete product and support decisions.

What to Do With Your Survey Results

How developers can trigger, target, and tag surveys programmatically instead of relying on the built-in triggers.

Trigger Surveys via the JavaScript SDK

How to control who sees your survey, on which pages, and what makes it appear.

Target and Trigger Your Survey

How to add the code needed to run your survey on your site or app.

Install a Survey

What each question type in the Survey Designer looks like to a respondent, and when to use it.

Survey Question Types Reference

How to turn a survey on or off, or schedule it to start and stop automatically.

Activate, Deactivate, or Schedule a Survey

Survey Setup and Customization

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

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Connect the tools your team already uses to bring data in.

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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