Surveys Overview Growth+This feature requires the Growth+ plan or higher
Surveys let you collect customer feedback after every booking so you can understand what is working well and where you can improve. EquipDash includes a built-in survey builder, automatic sending, NPS tracking, and detailed analytics.
What Surveys Do
With surveys you can:
- Collect feedback automatically after a rental return, experience completion, or booking checkout
- Track your NPS score (Net Promoter Score) over time to measure customer loyalty
- Identify unhappy customers early with detractor alerts so you can follow up quickly
- Analyze trends across questions, time periods, and customer segments
- Drive online reviews by directing happy customers to your Google, TripAdvisor, or Facebook review pages
How Surveys Work
Here is the typical flow:
- Build your survey using the drag-and-drop survey builder. Add questions like NPS ratings, star ratings, multiple choice, or free text.
- Set a send trigger so the survey goes out automatically (or keep it manual and send when you choose).
- Customers receive an email with a link to your survey. They fill it out on a mobile-friendly page.
- Responses flow into analytics where you can view NPS scores, response rates, individual answers, and trends over time.
- Follow up on detractors directly from the responses tab — add internal notes and track follow-up status.
Finding Surveys
To open the Surveys section:
- Click Surveys in the left sidebar.
- The page title shows Surveys with the heading All surveys.
- You will see a list of all your surveys with their current status, auto-send setting, response count, response rate, and NPS score.
The Surveys List
The surveys list gives you an at-a-glance view of every survey in your account. Use the + New survey button in the top-right corner to create a new survey.
Filtering Surveys
The filter bar above the table lets you narrow down the list quickly:
- Search — type a survey name to find it instantly.
- Status — filter by Published or Draft.
- Trigger — filter by the auto-send trigger assigned to each survey.
Table Columns
| Column | Description |
|---|---|
| ID | The unique survey identifier. |
| Date created | When the survey was first created. |
| Survey name | The name of the survey. |
| Status | Whether the survey is Published or Draft. |
| Auto-send | The trigger that sends the survey automatically (if configured). |
| Responses | The total number of completed responses. |
| Response rate | The percentage of recipients who completed the survey. |
| NPS | The current Net Promoter Score calculated from responses. |
| Latest response | The date of the most recent response received. |
| Actions | Quick-action icons for analytics, editing, and deleting the survey. |
Actions
Each survey row includes three action icons:
- Analytics (chart icon) — open the survey analytics dashboard to review response data and NPS trends.
- Edit (pencil icon) — open the survey builder to modify questions, settings, or triggers.
- Delete (trash icon) — permanently delete the survey.
Survey Statuses
Each survey has one of two statuses:
| Status | Meaning |
|---|---|
| Published | The survey is live and will be sent automatically (if a trigger is set). Customers can access it via its public link. |
| Draft | The survey is not active. It will not be sent automatically and the public link is disabled. |
You can toggle a survey's status at any time from the survey builder. The left panel in the builder includes a Status toggle that switches between Active and Draft. When set to Active, the survey appears as Published on the surveys list.
Review URL Integration
EquipDash can prompt satisfied customers (promoters) to leave a review on popular platforms. You can configure default review URLs in Settings, or override them per survey in the Survey Settings panel within the builder. Supported platforms include:
- TripAdvisor
- Yelp
- Custom URL
Permissions
Survey access is controlled by two permissions:
| Permission | Who Has It by Default |
|---|---|
| View Surveys | Admin, Manager, Staff |
| Manage Surveys | Admin, Manager |
If you do not see the Surveys section in the sidebar, ask your account Admin to check your permissions under Settings > Team & Permissions.