Feedback and Surveys
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      How to create a customer loyalty (NPS) survey in HubSpot

      • In your HubSpot account, navigate to Automations > Surveys.
      • Create, clone, or edit a survey: 
        • To create a new survey, click Create survey in the upper right.
        • To clone an existing survey, hover over the survey and click the More dropdown menu, then select Clone.
        • To edit an existing survey, hover over the survey and click Edit. 

      Screenshot 2024-08-29 at 15.41.06

      • When creating a new survey, in the left panel, click Customer loyalty then click Next in the upper right.
      • Choose whether to deliver your survey by Email or display it on a Web page.
        Screenshot 2024-08-29 at 15.41.35
      • Click Create to continue. 
      • Edit as required.
      • To preview how your survey will appear on desktop, tablet, and mobile, click theActions dropdown menu and select Preview.
      • To send yourself a version of an email survey or view the survey on a test web page, click the Actions dropdown menu and select Test survey
      • When you're done, click Review and Publish.
      • Click Publish to take your survey live.