> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Surveys (Legacy Dialer)

> Create and manage surveys for campaign calls.

<Note>
  In this article you will learn how to create, manage, assign, and review responses from campaign surveys.
</Note>

**User level**: Admin

***

<Warning>
  **Using the new AI Sales Dialer?** This article covers the legacy dialer. For the new AI Sales Dialer, see [Surveys](/en/articles/17029647-surveys).

  This article applies to the **AI Sales Dialer Legacy** and **Power Dialer Legacy**.
</Warning>

Surveys give agents a set of structured questions to work through during a campaign call. Answers are saved against the campaign and can be reviewed, filtered, and exported from the dashboard. They are useful for qualifying leads, collecting feedback, or building a profile on prospective clients.

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  <img src="https://mintcdn.com/cloudtalk/akDGinDOBsihWn_p/images/help-center/articles/15103961/9d5fa5ef0a4b-screenshot-2026-05-14-at-12-29-17.png?fit=max&auto=format&n=akDGinDOBsihWn_p&q=85&s=caddbff803b52f742d3397f1e3b08857" alt="" width="2607" height="1418" data-path="images/help-center/articles/15103961/9d5fa5ef0a4b-screenshot-2026-05-14-at-12-29-17.png" />
</Frame>

<h2 id="h_ac0a5e4848">
  Add a new survey
</h2>

1. Go to **Dialer > Surveys**.

2. Click **`+ Add Survey`**.

3. Enter a **name** for your survey and add at least one question.

* **Question content**: the text agents will ask the contact.

* **Question type**: determines the kind of answer allowed.

  * **Short text** (up to 255 characters): for brief free-form responses.

  * **Long text** (up to 65,535 characters): for longer free-form responses.

  * **Checkbox**: yes/no answer (checked = yes, unchecked = no).

  * **Radio options**: multiple options, single selection. Best when you have just a few choices.

  * **Select**: multiple options, single selection. Ideal for longer lists (e.g. countries, colors).

4\. When finished, click **`Create survey`**`.`

<h2 id="h_6322796e72">
  Edit or delete a survey
</h2>

1. Go to **Dialer > Surveys**.

2. Find the survey you want to update.

3. Click the **pencil icon** to edit or the **trash icon** to delete.

<h2 id="h_58d6c9ba9a">
  Assign a survey to a campaign
</h2>

Surveys are assigned during [campaign setup](/en/articles/8428838-setting-up-campaigns-legacy-dialer#:~:text=for%20that%20campaign.-,Add%20Campaign,-Select%20%2BAdd%20campaign) or when editing an existing campaign.

1. Go to **Dialer > Campaigns** and open the campaign you want to update.

2. Under **Assign survey**, search for and select the survey.

   <Frame>
     <img src="https://mintcdn.com/cloudtalk/akDGinDOBsihWn_p/images/help-center/articles/15103961/0391321a0615-screenshot-2026-05-14-at-13-07-09.png?fit=max&auto=format&n=akDGinDOBsihWn_p&q=85&s=d12c3e13685df6fc3abcd18f392a614f" alt="" width="1353" height="119" data-path="images/help-center/articles/15103961/0391321a0615-screenshot-2026-05-14-at-13-07-09.png" />
   </Frame>

3. Save your changes.

Agents assigned to that campaign will see the survey under the **Form** tab in their calling screen during a call.

<Frame>
  <img src="https://mintcdn.com/cloudtalk/akDGinDOBsihWn_p/images/help-center/articles/15103961/81a591d46995-screenshot-2026-05-14-at-12-51-49.png?fit=max&auto=format&n=akDGinDOBsihWn_p&q=85&s=35d708d1c02843b9d2d918a870717f63" alt="" width="350" data-path="images/help-center/articles/15103961/81a591d46995-screenshot-2026-05-14-at-12-51-49.png" />
</Frame>

<h2 id="h_a6401bae61">
  View and export survey answers
</h2>

Survey responses are stored against the campaign and can be reviewed after calls have been made.

1. Go to **Dialer > Campaigns**.

2. Click the **magnifier icon** next to the relevant campaign.

3. Open the **Survey Answers** tab.

You will see a list of all responses, filterable by result, user, and date. Click the **search icon** on any row to open the full **Survey answer details**, which shows the individual answers alongside the call details.

To export all responses, click the **Download** button in the top right corner.

<Frame>
  <img src="https://mintcdn.com/cloudtalk/akDGinDOBsihWn_p/images/help-center/articles/15103961/839a70e26217-screenshot-2026-05-14-at-12-53-26.png?fit=max&auto=format&n=akDGinDOBsihWn_p&q=85&s=8b2fbe178ca1c02e7f256ef4aaeb44fa" alt="" width="2596" height="1122" data-path="images/help-center/articles/15103961/839a70e26217-screenshot-2026-05-14-at-12-53-26.png" />
</Frame>

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  <img src="https://mintcdn.com/cloudtalk/akDGinDOBsihWn_p/images/help-center/articles/15103961/9c1c5f4f9181-screenshot-2026-05-14-at-12-54-11.png?fit=max&auto=format&n=akDGinDOBsihWn_p&q=85&s=5a0ee8b499b3868eed6fff62f4d7b51c" alt="" width="1562" height="1376" data-path="images/help-center/articles/15103961/9c1c5f4f9181-screenshot-2026-05-14-at-12-54-11.png" />
</Frame>

If you need to send survey answers to an external system automatically, this can be done via workflow automations. See [Export Survey Answers](/en/articles/7896628-export-survey-answers) for a step-by-step guide.

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Setting up Campaigns (Legacy Dialer)](/en/articles/8428838-setting-up-campaigns-legacy-dialer.md)
- [Migrating from Power Dialer / AI Sales Dialer Legacy](/en/articles/17025728-migrating-from-power-dialer-ai-sales-dialer-legacy.md)
- [Dialer Webhook Events: Dispositions and Survey Responses](/guides/webhooks/events/dialer.md)


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