Customers are the people who receive your surveys. You can add them individually, import them in bulk, or connect them through an integration.
Add a customer
Click + Add customers and select + Create new customer
Enter the customer's email address, name, and company
Click Create customer
You can also import customers via CSV file to add multiple customers at once.
Note: Only users with the appropriate permissions can add, edit, or delete customers. Learn more about user roles and permissions
Edit a customer
Find the customer in the table and click the menu icon ⋮ in their row
Select Edit
Update the information
Click Edit customer to save
Note: You can't change a customer's email address. The email links the customer to their feedback history.
Unsubscribe a customer
Unsubscribing a customer stops them from receiving email surveys, even if they're included in a survey audience.
Find the customer in the table and click the menu icon ⋮ in their row
Select Unsubscribe
Confirm the action
To resubscribe a customer, repeat the same steps and select Resubscribe.
Delete customers
You can delete customers one at a time or in bulk.
Delete a single customer
Find the customer in the table and click the menu icon ⋮ in their row
Select Delete
Confirm by clicking Delete customer
Bulk delete customers
Select the checkboxes next to the customers you want to delete
Click the Delete button that appears
Confirm the deletion
Note: When you delete a customer, their submitted feedback remains in your account and displays as Anonymous.