General steps to make and use Vello surveys
The general steps help you to quickly get the best results from Vello surveys.
This table gives each step and information about it:
| Step | Information | Documentation |
|---|---|---|
| 1 | Read general information about how to use surveys. | About Vello surveys |
| 2 | Make sure that you:
| The user interface of the Vello survey designer
Vello survey designer: Input types |
| 3 | Make a survey. | Make a survey |
| 4 | Get a survey link for the survey. Then send the survey link to clients to open and complete the survey. Tip: Use thank-you email to easily send a survey link to clients. Vello can automatically send a thank-you email with a survey link after patients have their appointments. As an alternative, use quick replies to easily send a survey link to clients. | Get a survey link |
| 5 | Show a report for the survey. | Show a report for a survey |
| 6 | Archive surveys that are not necessary to keep. | Archived surveys |