Start trial
Open navigation

FeedbackPilot help guide

Set up and share a feedback form

Choose a form, check the customer-facing questions, make it active and test the public link before sharing it.

Open Forms All guides

Complete the task

Follow these steps

  1. Choose the form to use

    Open Forms and select a FeedbackPilot preset, or a custom form available on your plan. Choose Edit form to open its editor.

  2. Check the customer experience

    Review the title, introduction, question wording, required fields and any conditional questions. Use the preview to check the order and layout.

  3. Save or publish the changes

    Complete the editor flow and confirm the form is marked Active on the Forms page. Inactive forms cannot be shared publicly.

  4. Copy and test the link

    Choose Copy link, open it in a private browser window and submit only test information that does not contain real customer data.

Related guides

Match feedback

Connect an unmatched response to its genuine customer and completed job so the next action has the right context.

Read guide

Handle a service issue

Create an internal action, assign responsibility and record evidence before marking the improvement complete.

Read guide

Still blocked?

Open the support form with the relevant category and page already selected. Do not include passwords, payment details, secrets or full private customer feedback.

Open support form