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Can I Send a Survey to a Client?

Event Temple doesn’t have a built-in survey feature, but you can gather client feedback using third-party tools like Zapier, email templates with survey links, or document templates generated from bookings for manual collection.

Updated over a week ago

Event Temple does not have a built-in survey feature, but you can gather client feedback using these options:

  1. Third-Party Platforms:

    • Use tools like Zapier to connect Event Temple to your survey platform.

    • Automate survey delivery based on triggers, e.g., when a Booking reaches a specific pipeline stage.

  2. Email Templates:

  3. Document Templates:

    • Create a document to collect feedback.

    • Limitation: Cannot be sent automatically via workflow; must be generated from the Booking.

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