Survey templates
Start from ready-made templates, including Case closed: quick CSAT (a five-star rating and a comment), or save your own.
Create, send, understand and act on customer feedback
Create surveys in Salesforce, send personal invitations from a Flow, and use the answers in customer records and reports. InPoll is free; Salesforce licensing, permissions and platform limits still apply.
Create
Conditional logic and validation
Show or skip questions based on earlier answers and make questions required, so each respondent sees the right survey and gives the right kind of answer.
Themes and branding
Apply custom themes, logos and branding so your surveys look like they come from your company.
Duplicate surveys
Clone a survey, with its questions and logic, instead of starting from scratch.
Send
Guided survey-site setup
InPoll Settings guides an admin through survey-site selection, guest access and a survey-link check. Confirm that your Salesforce org supports the site, and review permissions before sharing a published survey.
Link, QR code and personal invitations
Share a public link or a QR code, or email personal invitations to Contacts, Leads and Users and see who opened the survey and who answered.
Send surveys from a Flow
Add the Send InPoll Survey action to a Flow. For Case feedback, copy and configure the packaged draft Flow, then activate your copy. Publish the survey and configure the survey site, recipients and email permissions first. Default repeat requests reuse the invitation; deliberate resends are explicit.
Survey scheduler
Set start and end dates and let InPoll open and close the survey for you.
Understand
CSAT and NPS, with ready-made reports
Surveys with a supported rating question store the relevant CSAT or NPS score. Ready-made Salesforce reports cover CSAT, NPS, Case survey responses and invitation response rate. Running and customizing reports requires the appropriate Salesforce permissions.
Analytics and dashboard
Open a survey or the dashboard and see submitted responses, response rate, average CSAT with the percentage satisfied, and NPS with its promoter, passive and detractor split.
Act
Connect feedback to customer records
Personal invitations can link an answer to its Contact, Lead, Case and Account when those records are supplied or resolved. Each personal link accepts one response. Public-link answers are anonymous and do not automatically identify a customer.
Write answers back to Salesforce
Configure response mapping to create a record or update a supported related record. Updating a respondent is limited to invited Contacts and Leads. Public-link answers can create records; they cannot choose an existing record to update. Mapping, field access and supported field types apply.
Moving from another survey tool? Switching from GetFeedback Direct.
Try InPoll in your Salesforce org
Install InPoll free in your Salesforce org, or request a demo and we will show you around.