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Building great surveys starts with a great foundation.
Our Survey onboarding journey guides you step by step from setup to confident, independent use, combining expert guidance, proven methodology, and hands-on support. You’ll know exactly what to expect, what each phase delivers, and how we help you succeed along the way.
Get ready to launch your survey platform.
You’ll receive access, discuss your goals, and we’ll ensure everything is technically ready to match your setup, including environments, integrations, and validations.
Pro tip: don’t just focus on visuals, brand your email domain too. Sending invites from your own domain boosts deliverability and helps keep you out of the spam folder. Want to go further? You can even customise the URL for respondents.
Your dedicated onboarding contact will schedule a kick-off with your personal support team.
Week 1
Start using the platform with confidence.
In this phase, you’ll explore the essentials of your survey platform. We’ll define roles and permissions together, guide you through the main modules, and help you set up templates, layouts, and email settings, everything you need to prepare for your first projects.
You’ll get:
Week 2
Deepen your expertise and finalise your setup.
We’ll help your team take the next step with advanced user training, API integrations, and smooth migration of any existing surveys. Together we’ll test, review, and prepare your platform for launch, with practical, hands-on support at every step.
You’ll get:
Week 3
Fine-tune based on real experience.
You’ll share feedback from test runs and confirm the final communication setup for live use. We’ll provide documentation and materials tailored to your organisation, including channel-specific assets such as WhatsApp templates and branded visuals.
Week 4
Continue with confidence.
Your team is now ready for live usage. We’ll remain available for any questions, and your dedicated Customer Success Manager will ensure you keep getting value from the platform long after onboarding.
You’ll receive:
Week 5+
After onboarding, you’ll be ready to run secure, engaging, and fully branded surveys, confidently and independently. Our Customer Success team is here to help you optimise performance, explore new features, and make the most of Crowdtech Survey.
The onboarding journey typically ranges from a few days to several weeks. It depends on the features you’re using (such as add-ons or integrations) and how quickly your team can move through each phase. The steps on this page reflect a typical process, but we tailor the pace to your needs.
Not at all. We’ll guide you through every step and handle the technical setup together with your IT team where needed. You’ll get hands-on training to work with Survey confidently.
Yes, absolutely. Once your setup is ready, you can begin testing and even run live surveys in parallel with remaining onboarding steps.
