video1.0<iframe src="https://www.loom.com/embed/019f7e4dfe5340e7bf0a88e0f20d32b0" frameborder="0" width="1808" height="1356" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13561808Loomhttps://www.loom.com13561808https://cdn.loom.com/sessions/thumbnails/019f7e4dfe5340e7bf0a88e0f20d32b0-1b9d862b09d60c91.gif947.552This Loom walks through the Surveys workflow, from viewing results to creating and sending new surveys. It explains how to access the Surveys page, filter surveys by status, response rate, and time range, and interpret active green versus closed one-off surveys, including viewing quantitative overviews and individual responder back-and-forth. It also covers Survey Summaries, which uses AI to generate overall sentiment, a recommended score, total responses, top themes, and improvement follow-ups, with an option to export as a PDF. Finally, it shows how to create a new survey using templates or scratch, set questions as required, toggle anonymous responses, configure escalation rules to notify specific answers, draft custom notifications and rewards (for example 50 points), and choose sending methods such as one-off, scheduled, autopilot, or event-based (like onboarding within the first three days or 30-day check-ins).