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Creating a question

Collecting feedback from customers who cancel is vital to understanding why they are leaving and how you can improve. The default cancellation flow starts with two standard questions but more can be added.

To create a question, open the flow editor by clicking Flow in the left navigation and then the pencil icon in the flow steps diagram.

Opening the flow editor

In the flow editor, click the plus icon that appears between steps in the top section.

Creating a question

Question types

Choose between two question types:

  • Multiple choice - a fixed list of options
  • Text - open-ended feedback

Question details

Title & hint

Questions have a title (e.g. "What is your primary reason for leaving?") and an optional hint. You can use hints to add extra detail.

Adding multiple choice options

Click the Add option link to add a new option to a multiple choice question.

Add question option

Enter a title and an optional reason code for your question option.

Reason codes

Reason codes are used when sending survey response data to third-party integrations. This allows you to represent survey responses with a consistent value that does not change if you update the wording of the multiple choice option.

Add question option details

Reordering multiple choice options

Drag and drop question options using the drag handle to the left of the option text to change the order.

Reordering question options

Requiring a question

Questions are optional by default, but can be made required. When the question is the active step, an options bar appears in the upper right. Click the asterisk icon to toggle between optional and required.

Toggle between optional and required

Multiple choice settings

Multiple choice questions have additional settings.

Question settings

Select multiple

Allow the user to select multiple options instead of a single one.

Randomize options

The order of options can be randomized to help prevent the first few options from being over-represented in your data.

Other, please specify

Display a final option labeled "Other" that allows the user to be more specific.

Reordering questions

Drag and drop questions to change the order.

Reordering questions

Displaying a question conditionally

Questions can be displayed only when certain conditions are met, based on customer segments or answers to previous questions. Learn more about step conditions.