Step by Step Guide to Creating Surveys in SuiteCRM

If you need to gather valuable feedback from customers or collect data directly within your CRM, this tutorial is for you.

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Learn how to create survey questions, design the layout, and distribute your surveys to your target audience. I’ll start by explaining the importance of surveys and how they can benefit your business. Then, I’ll walk you through the entire process of creating a survey, from setting up the module to customizing the survey’s appearance and content. You’ll also see how to track responses and analyze the results within SuiteCRM. By the end of this guide, you’ll be able to create and manage surveys efficiently, helping you make informed decisions based on real customer feedback.

Bastian Hammer

About Bastian Hammer

Bastian Hammer has over 20 years of experience in software development and integration, including 19+ years in e-commerce, 10+ years in CRM, and 5+ years in marketing automation.
He combines technical expertise with strong analytical and conceptual skills to design future-proof IT architectures.
As a project leader, he excels in clear communication, thorough analysis, and hands-on solutions, translating your requirements into efficient systems and digital processes.