Typeform is a third-party service that allows the creation and sending of surveys to customers. Get to know Typeform better as a tool: typeform.com
Together with message automations, the sending of Typeform surveys can be automated, ensuring that, for example, the collection of customer feedback is not forgotten.
Note: The Typeform link sent as part of message automation expires three months after sending. If the survey is answered after expiration, the response will no longer be saved in Typeform.
Linear has created ready-made survey templates in Typeform, which brokerage firms can utilize with message automations. The responses to these surveys can also be read in Linear. Read more about creating the integration and ready-made survey templates.
If you wish, you can also create your own survey templates in Typeform. Read more about creating your own surveys.
Note: If you do NOT want to send automatic messages, surveys, or greetings to a certain customer, you can mark a prohibition on sending automatic messages for this customer in the customer register. This has no effect on other messages sent from the system, such as those related to electronic signatures.