Surveys are configurable feedback forms you send to customers and review through aggregated and per-responder analytics. Build a questionnaire, customize the look, send it to existing customers, new contacts, specific games, bookings, or a date range — then drill into the responses by question or by responder.
Getting started
Navigate to Surveys from the sidebar. The page lists every survey with a Create survey button at the top right.
How it works
A survey is a template with optional contact-info fields, your custom questions, and a brand-able appearance. Customers fill it out via a direct link, an email, or a QR code; responses land in the response history with two views — All questions (aggregated per question) and Responders (one row per submission).
Surveys must be live before they accept responses. New surveys are inactive by default; toggle them live when ready.
Step-by-step guide
Create a survey
Click Create survey at the top right of the Surveys page. The editor opens with breadcrumbs Surveys > [survey name]. The editor has two main tabs (Settings and Appearance) plus a Survey questions section with its own controls.
Settings tab
| Field | Notes |
|---|---|
| Name | Display name |
| Description | Public description shown to respondents |
| Redirect link | URL the customer is sent to after submission. Tooltip: "The URL customer will be redirected to after completing the survey." Placeholder: "http://example.com" |
| Customer information | Table of four fields (First name, Last name, Email, Phone) each with an Included and Required checkbox |
The Customer information table lets you decide which contact fields to collect, and which are required. Toggle Included on for fields you want to appear; toggle Required on for fields the customer can't leave blank. Required is disabled when Included is off.
Survey questions section
Below the tabs, the Survey questions section has an Add question button at the top right. Each question is a row in the questions table.
| Column | What it shows |
|---|---|
| Drag handle | Reorder questions |
| Question | Question text |
| Type | Badge: checkbox, input, dropdown, or rating |
| Status | active or deactivated badge |
| Required | Green check icon when required, red X otherwise |
| Actions | Three-dot dropdown |
Click Add question to open the Create field modal. The same modal opens for Edit field with the question prefilled.
| Field | Notes |
|---|---|
| Field label | The question text |
| Field type | Checkbox, Input, Rating, or Dropdown |
| Required | Toggle |
Each field type surfaces type-specific options.
| Type | Type-specific fields |
|---|---|
| Input | Free-text answer. No extra options |
| Rating | Rating options: icon select, color picker, number of stars |
| Checkbox | Add/remove answer options (multi-select) |
| Dropdown | Add/remove options. Each option can have a follow-up field that surfaces when picked |
Click Save to commit the question or Cancel to discard.
Per-question actions
The three-dot menu on each question row offers:
| Action | Effect |
|---|---|
| Edit field | Opens the Edit field modal |
| Deactivate field | Hides the question from new responses (active only) |
| Activate field | Re-enables a hidden question (inactive only) |
| Delete field | Permanently removes the question |
Appearance tab
| Field | Notes |
|---|---|
| Font | Dropdown |
| Text color | Color picker |
| Card color | Color picker |
| Button color | Color picker |
| Background color | Color picker |
Save the survey
Click Update at the bottom of the editor (or Cancel to discard).
Activate or deactivate a survey
Click the three-dot menu on the survey's row in the list and pick Activate survey or Deactivate survey. Only live surveys accept new responses; inactive surveys are saved but closed to submissions.
Copy a survey to other locations
Multi-location venues can replicate a survey across other company groups in a few clicks, instead of rebuilding it by hand at each location.
| Step | Action |
|---|---|
| 1 | Click the three-dot menu on the survey's row in the list |
| 2 | Pick Copy to other company groups. The Copy survey to other groups drawer slides in |
| 3 | In the Target groups section, tick each location to copy into (or use Select all). The survey's own source location isn't listed — you can't copy a survey onto itself |
| 4 | Click Copy at the bottom. The button shows "Copying..." while the copy is in flight |
| 5 | The drawer closes when every copy is created, with a toast confirming how many groups received it |
Each copy is a complete duplicate: every question, every answer option (checkbox choices, dropdown options with their follow-up fields, rating scales), the Appearance settings (colors, fonts, logo), and the Customer information field settings. Each copy is created inactive and gets its own unique public survey page link, so customers in the target location can't reach it until you activate it from that location's own Surveys page.
If there are no other company groups in your company, the drawer shows "There are no other groups to copy this survey into."
Send a survey
Click the three-dot menu on the survey's row and pick Send to customers. The send modal opens with the title Send [Survey Name] to customers and five recipient-source tabs.
| Tab | What you pick |
|---|---|
| Existing customers | Customer lookup field with Clear and Add buttons |
| New customers | First name, Last name, Email, Phone fields for ad-hoc recipients |
| Games | Date picker plus a table of game instances on that date |
| Bookings | Date picker plus a table of bookings on that date |
| Date range | Game multi-select + Limit by date played checkbox + date range pickers |
Recipients you've added show in summary tables below the tabs (Survey recipients, Added games, Added game instances, Added bookings). Each row has a remove icon. When you have everything queued, click Send at the bottom of the modal. Cancel closes the modal without sending.
Get the QR code or direct link
Click the three-dot menu and pick Download QR code to download a scannable QR code. The Go to survey page action opens the survey's public URL in a new tab — copy that URL to share via SMS, social, or anywhere else.
Print the QR code and place it at your check-out area for instant in-venue feedback.
Review responses
Click the three-dot menu and pick View survey responses (requires Survey history view permission). The response analytics page opens with breadcrumbs Surveys > [survey name] and two tabs.
| Tab | What it shows |
|---|---|
| All questions | Aggregated summary per question |
| Responders | One row per submission |
All questions tab
Each row shows the question, type badge, response summary, and an actions dropdown.
| Question type | Summary format |
|---|---|
| Input | "Response count: [N]" |
| Rating | "Average rating: [N to 1 decimal]" or - if no ratings |
| Checkbox | List of response options with counts |
| Dropdown | List of response options with counts |
The action View all responses for this question opens the question-drill-down page with breadcrumbs Surveys > [survey] > [question text].
Question drill-down
Filter responses by Response (text match) and Customer (name or email). The table shows Response, Customer name, and Date. Anonymous responses (no contact info) carry an anonymous badge. Pagination supports 5/10/25/50 per page. The download icon exports if you have Download data permission.
Responders tab
Filter the responder list by:
| Filter | Notes |
|---|---|
| Customer | Name or email |
| Game | Multi-select |
| Game master | Name |
| Time submitted | "Within the last [N] days" or "From [date] to [date]" |
| Questions | Column-visibility checkboxes (toggle which question columns render in the table) |
The toolbar also has a Reset all filters icon, Total results: N, a Per page selector (5/10/25/50), and a download icon (with Download data permission).
The desktop table columns are submitted_by (name + email/phone with customer-link icon), game (game name + booking date/time + game-instance link icon), game_master, time_submitted, the dynamically-toggleable question columns, and actions with View customer's survey and Delete this survey.
The empty state reads "No surveys have been filled out yet."
Single response view
Clicking View customer's survey opens the single-response page with breadcrumbs Surveys > [survey] > [customer name]. The page shows the customer's name (or anonymous), submission date and time, and a question-and-response table.
Delete a survey
Click the three-dot menu and pick Delete survey. Permanent — removes both the template and every response collected. Use Deactivate survey instead if you want to keep the response data.
Reference
Surveys list
| Element | Description |
|---|---|
| Create survey | Top-right primary button |
| Survey name column | Name + description |
| Status | live (green) or inactive (red) |
| Sent count | Times it's been sent |
| Completion count | Times it's been completed |
| Date created | Date + time + "Created by [first] [last]" |
Per-row actions
| Action | When |
|---|---|
| Go to survey page | Always. Opens the public URL |
| Download QR code | Always |
| Send to customers | Active surveys only |
| View survey responses | Survey history view permission |
| Edit survey | Always |
| Copy to other company groups | Always. Opens the Copy survey to other groups drawer |
| Activate / Deactivate survey | Toggle based on current state |
| Delete survey | Permanent delete |
Copy survey to other groups drawer
| Element | Notes |
|---|---|
| Title | Copy survey to other groups |
| Section | Target groups |
| Info hint | Names the survey and explains each copy is inactive with its own page link |
| Target list | Checkbox group of every other company group; the source group is excluded |
| Select all | Master checkbox at the top of the list |
| Empty state | "There are no other groups to copy this survey into." (shown when there are no other groups) |
| Cancel / Copy | Footer buttons. Copy is disabled until at least one group is ticked. While the request runs, the label changes to "Copying..." |
Survey editor
| Tab | Content |
|---|---|
| Settings | Name, Description, Redirect link, Customer information toggles |
| Appearance | Font, Text color, Card color, Button color, Background color |
| Survey questions section | Below the tabs, with Add question and the question table |
Survey questions table
| Column | Notes |
|---|---|
| Drag handle | Reorder |
| Question | Question text |
| Type | checkbox / input / dropdown / rating badge |
| Status | active / deactivated |
| Required | Check or X |
| Actions | Edit field / Activate field / Deactivate field / Delete field |
Edit field modal
| Field | Notes |
|---|---|
| Field label | Question text |
| Field type | Checkbox / Input / Rating / Dropdown |
| Type-specific options | Vary by type (see step-by-step) |
| Required | Toggle |
| Cancel / Save | Footer buttons |
Customer information fields
| Field | Toggles |
|---|---|
| First name | Included, Required |
| Last name | Included, Required |
| Included, Required | |
| Phone | Included, Required |
Send to customers modal
| Tab | Notes |
|---|---|
| Existing customers | Customer lookup with Clear/Add |
| New customers | First name, Last name, Email, Phone |
| Games | Date picker + game-instances table |
| Bookings | Date picker + bookings table |
| Date range | Game multi-select + Limit by date played + date range |
Response analytics
| Tab | Notes |
|---|---|
| All questions | Question-by-question aggregated summary |
| Responders | Per-submission rows with filters |
Question drill-down
| Filter | Type |
|---|---|
| Response | Text match |
| Customer | Name or email |
| Reset all filters | Icon |
| Per page | 5 / 10 / 25 / 50 |
Responders filters
| Filter | Type |
|---|---|
| Customer | Name or email |
| Game | Multi-select |
| Game master | Name |
| Time submitted | "Within the last N days" or "From [date] to [date]" |
| Questions | Column visibility |
| Reset all filters | Icon |
Empty states
| Page | Copy |
|---|---|
| Surveys list | "No surveys have been created." |
| All questions tab | "No questions have been created." |
| Responders tab | "No surveys have been filled out yet." |
| Question drill-down | "There are no responses for this question." |
| Single response | "This survey did not have any responses." |
Status badges
| Badge | Meaning |
|---|---|
| live (green) | Survey accepts responses |
| inactive (red) | Survey is closed to new responses |
| active (green) on a question | Question shows in new responses |
| deactivated (red) on a question | Question is hidden from new responses |
| anonymous | Response with no contact info |
Good to know
- Surveys are inactive by default. New surveys must be flipped to live before customers can respond. Activate from the per-row three-dot menu.
- The QR code is the fastest in-venue capture. Print it and place it at the exit or table for immediate post-event feedback.
- Send to customers has five sources. Pick the one that matches your workflow: existing customer list, ad-hoc new contacts, specific game instances, bookings on a date, or a date range across selected games.
- Each question type has its own analytics treatment. Ratings get an average; checkboxes and dropdowns get per-option counts; text inputs get a response count plus drill-down for the actual text.
- The Questions filter on the Responders tab toggles column visibility, not row filtering. Use it to focus on specific questions when scanning responses.
- Anonymous responses appear when contact info wasn't required and the customer didn't supply it. They render with an anonymous badge.
- Editing a survey after it has responses preserves the response history. Deactivating a question hides it from new responses but keeps existing data.
- Deleting a survey deletes the responses too. Use Deactivate to preserve the data while closing the survey to new submissions.
- The Sent and Completion counts on the list let you compute a response rate. No built-in percentage display; do the math yourself.
- Dropdown questions can have follow-up fields per option. When a respondent picks a specific option, the follow-up field appears for them to fill in. Useful for "Other (please specify)" patterns.
- Copy to other company groups is one-shot. It creates an independent duplicate at the time of copy. Editing the source survey later doesn't propagate to copies, and editing a copy doesn't affect the source. Each location's survey lives on its own from that moment.
- Copies arrive deactivated. That's intentional — you get a chance to review and tweak before customers see it. Activate from each location's own Surveys page when you're ready.
- Each copy has its own public link. Customers at each location reach a different URL (and a different QR code, if you download one). That keeps responses cleanly attributed to the right location.
- Copy never overwrites. It always creates new surveys, so there's no risk of replacing work already in place at a target location.
FAQ
Q: Can I edit a survey after it has responses?
A: Yes, but be careful. Question changes affect new responses; existing responses keep their original questions. Deactivating a question instead of deleting it preserves the data while removing the question from future submissions.
Q: Can I send a survey automatically after an event?
A: Yes. Use Mail > Automations to trigger an email containing the survey link after specific events.
Q: How do I see my response rate?
A: The Surveys list shows the Sent count and Completion count for each survey. Divide completions by sends for the rate.
Q: My survey isn't accepting responses. Why?
A: Check that the survey is live (the status badge in the list). Inactive surveys are closed to new responses. Toggle the status from the per-row three-dot menu.
Q: Can I have multiple surveys active at once?
A: Yes. Each survey is independent. Run as many as you need for different audiences or feedback loops.
Q: What happens to anonymous responses?
A: They show with an anonymous badge in the Responders tab. The response data is preserved; just the customer link is missing.
Q: Can I add a "select all that apply" option?
A: Use a Checkbox question. Customers can select multiple options.
Q: Can I require a phone number but not an email?
A: Yes. In the Customer information table on the Settings tab, toggle Included + Required for Phone, and either uncheck Email or leave it as Included without Required.
Q: How do I download responses to a CSV?
A: The download icon on the Responders tab and on the question drill-down page exports filtered responses, when you have the Download data permission.
Q: Why is the Required toggle disabled?
A: It's disabled when Included is off for the same field. A field has to be included before it can be required. Toggle Included on first.
Q: I have several locations. Can I share a survey across all of them?
A: Off The Couch's surveys are per company group, so the cleanest way to use the same survey at multiple locations is to copy it. From the source survey's three-dot menu pick Copy to other company groups, tick the locations in the Copy survey to other groups drawer, and click Copy. Each location gets its own independent copy (with its own public link). Activate them from each location's Surveys page when you're ready for customers.
Q: I edited the original survey after copying it. Did the copies update too?
A: No. Copies are independent at the moment of copy — editing the source doesn't propagate, and editing a copy doesn't affect the source. If you need every location to stay in sync, re-copy the source whenever you change it (and archive or delete the previous copies in each location to avoid duplicates).
Q: I don't see "Copy to other company groups" in the menu.
A: Two possible reasons: 1) your role doesn't have permission to edit surveys (the action is permission-gated to the same role that can edit), 2) your company only has one group, in which case there's nowhere to copy to. Ask an admin to grant the edit permission or check Settings > Company groups.