Skip to main content

Sending Surveys Growth+This feature requires the Growth+ plan or higher

EquipDash gives you two ways to get surveys in front of your customers: automatic triggers that send surveys based on booking events, and manual sharing for one-off requests. This page covers both approaches.

Automatic Sending​

Automatic sending is the most common approach. You set a trigger, and EquipDash takes care of the rest.

Available Send Triggers​

TriggerWhen It SendsBest For
After booking completesWhen the booking status changes to "Completed"General post-booking feedback
After equipment returnWhen all rented items have been returnedRental-focused surveys
After experience checkoutWhen a scheduled experience finishesTour and activity feedback
Manual onlyNever sent automatically — you choose whenAd-hoc feedback requests

Setting Up Automatic Sending​

  1. Open the survey in the Survey Builder.
  2. Click Settings in the top toolbar.
  3. A side panel opens titled Survey Settings.
  4. Choose a trigger from the When to send dropdown.
  5. Set the Delay before sending (hours) — the default is 24 hours (pulled from your company settings). Toggle Override to set a custom delay for this survey. You can set any value from 0 to 168 hours (one week).
  6. Click Save Settings.

The Survey Settings panel showing the When to send dropdown and delay options

Why Use a Delay?​

A short delay (e.g. 24 hours) gives customers time to reflect on their experience before responding. Sending immediately after checkout can feel pushy, while waiting too long means the experience is no longer fresh. We recommend starting with 24 hours and adjusting based on your response rates.

Survey Assignments and Triggering​

If your survey is assigned to specific products or experiences, it will only trigger for bookings that contain those items. If no assignments are set, the survey triggers for all qualifying bookings.

For example:

  • A survey assigned to "Mountain Bikes" and "Road Bikes" will only go out after bookings that include those products.
  • A survey with no assignments will go out after every qualifying booking.

Manual Sharing​

If your survey is set to Manual only, or if you want to share a survey outside of the automatic triggers, you can use the share options in the survey builder.

  1. Open the survey in the Survey Builder.
  2. Click Share in the top toolbar.
  3. A modal titled Share Survey opens with the following options:
    • A survey link and Copy link button to copy it to your clipboard.
    • An Open survey in new tab link to preview the survey yourself.
    • A QR code with HTML embed code for adding to your website.
    • Download QR image to save the QR code as an image for printing (e.g. on flyers or at your shop counter).
    • Copy code to copy the embed HTML.

Send the link to customers via email, text message, or any other channel. Display the QR code at your shop counter or on printed materials so customers can scan it with their phone to open the survey.

Tracking Sent Surveys​

You can see every survey email that has been sent from the Sent tab.

  1. Click Surveys in the left sidebar.
  2. Click the analytics icon (chart) on a survey row, or click the survey name.
  3. Select the Sent tab.

The table shows the following columns:

ColumnDescription
Sent DateWhen the survey email was sent
CustomerThe customer's name and email address
BookingThe linked booking (if applicable)
StatusPending, Sent, Responded, or Failed
ActionsResend icon to re-send the survey email

The Sent tab showing survey emails with status and resend options

Resending a Survey​

If a survey email failed or you want to send it again:

  1. Go to the Sent tab.
  2. Find the entry you want to resend.
  3. Click the resend icon (paper plane) in the Actions column.

Tips for Better Response Rates​

  • Keep surveys short — 3-5 questions is the sweet spot. Response rates drop sharply with longer surveys.
  • Send within 24 hours — Customers are most likely to respond when the experience is still fresh.
  • Personalize the subject line — The email includes the customer's name automatically.
  • Follow up on detractors — When you respond to unhappy customers, they often update their feedback.