Setting up Checkout Surveys is a multi-step process, but your work will pay off! Follow these instructions step by step and you will soon have awesome automated surveys sending to your customers!

Set Up Checkout Surveys

We recommend following these steps in numerical order:

1. Set Up the Survey Form
2. Reservation Types for Checkout Surveys
3. Set the Survey Trigger Alert Threshold
4. Set Up Check Out Post-Survey Text
5. Designate Users Who Receive Negative Feedback Notifications
6. Edit the Survey Email Template

Next Steps

Please proceed to Step 1: Set Up the Survey Form.

Related Resources

• Checkout Surveys Topic Outline
• Manually Set Up Checkout Surveys How-To