--- title: How to Create and Use Steer Surveys without Review Buttons - {survey.url} description: With Steer's new, easy-to-use survey builder, understanding customer satisfaction has never been easier. Use surveys to collect feedback on your service or gather NPS ratings. --- [Skip to content](https://help.steercrm.com/knowledge/how-to-manage-and-use-surveys#main-content) English Show submenu for translations [![Steer_AutoOps_Brand_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.steercrm.com/knowledge?hsLang=en) 2. [Steer Reviews & Surveys](https://help.steercrm.com/knowledge/steer-reviews-surveys?hsLang=en) 3. [Steer Surveys](https://help.steercrm.com/knowledge/steer-reviews-surveys?hsLang=en#steer-surveys) January 31, 2025 # How to Create and Use Steer Surveys without Review Buttons - {survey.url} ## With Steer's new, easy-to-use survey builder, understanding customer satisfaction has never been easier. Use surveys to collect feedback on your service or gather NPS ratings. To learn how to set up a survey that includes Review Buttons, Click Here.  **Jump to:** - [How to set up Steer Surveys without Review Buttons](https://help.steercrm.com/knowledge/how-to-manage-and-use-surveys#survey-setup) - [How to send Steer surveys](https://help.steercrm.com/knowledge/how-to-manage-and-use-surveys#send-surveys) - [Survey reporting](https://help.steercrm.com/knowledge/how-to-manage-and-use-surveys#survey-reporting) - [Using different survey providers](https://help.steercrm.com/knowledge/how-to-manage-and-use-surveys#different-survey-providers) - [How To Diagnose Survey Feedback Discrepancies](https://help.steercrm.com/knowledge/how-to-manage-and-use-surveys#troubleshoot-discrepancies) --- ### **How to set up Steer surveys without review buttons** **Note:** Only one survey can be created at any given time. Go to **Settings > Widgets > Surveys.** Here, you can: - Customize the colors of your widget. - Set up your survey questions. Choose from an **open-ended question** or a **linear scale question** (*"On a scale from 1 to 5, how good was the coffee at our shop?"*) ![Regular Survey - 1 ](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Regular%20Survey%20-%201%20.png?width=622&height=446&name=Regular%20Survey%20-%201%20.png)      --- ### **How to Send Steer Surveys** #### **Option 1: Send through a campaign** See [this article](https://help.steercrm.com/knowledge/campaigns-settings?hsLang=en) for how to set-up new campaigns. The most common use case is to include a survey in the review request follow-up. Example for Message Campaign: - Go to **Campaigns** > **Active** - Under Follow-up Campaigns, there is a Review Request campaign. If you would like to send customers to your survey instead of review sources, add the Steer survey. - Click the 3-dot menu next to Message. - Then, click **Edit Text > Edit Template**. Select the {survey.url} token from the list in the Message Builder and place it in the appropriate place in the body of your message.  ![survey token](https://help.steercrm.com/hs-fs/hubfs/survey%20token.png?width=688&height=445&name=survey%20token.png) **Note: **If you Send Test on an campaign with a survey token, the link will be broken. If you want to test it - please, create a test campaign with test users as the target segment. #### **Option 2: Send through a Direct Email or Text Message using Canned Messages** - Go to **Platform > Messages > Text Messages > Sent** - Select a message. - Click the **3-dot menu** next to Schedule. - Click **Edit Canned Messages.** - Click **New Canned Message, **then name your message. - Click **Company Location **under Dynamic Keyword, then select **Survey.** **![survey - canned messages](https://help.steercrm.com/hs-fs/hubfs/survey%20-%20canned%20messages.png?width=688&height=246&name=survey%20-%20canned%20messages.png)** **![canned_message](https://help.steercrm.com/hs-fs/hubfs/canned_message.png?width=688&height=480&name=canned_message.png)** Setting this up lets you reply to your customers via text or email and quickly select the canned survey message. **![steer_canned_message](https://help.steercrm.com/hs-fs/hubfs/steer_canned_message.png?width=688&height=369&name=steer_canned_message.png)**   #### How to receive a notification for new Steer surveys Go to **My Account > Notifications**. Here, you can find your account's notification preferences. Go to **New Survey Response** and toggle it **ON**. That means that whenever a customer completes a new survey - you'll receive an email notification with answers they've provided to your questions so that you can react quickly if needed. ![steer_survey_notifications](https://help.steercrm.com/hs-fs/hubfs/steer_survey_notifications.png?width=688&height=370&name=steer_survey_notifications.png)   --- ### **Survey Reporting** To see how customers are responding to your shop's surveys, go to **Reputation > Surveys**. Here, you will find a dashboard that provides the following information: - Average survey ratings - Total responses (all time and by month) - Customer responses You can filter reviews by: - Keyword - Rating - Date - Customer name Filtering reviews by keyword helps your shop identify specific team members who are receiving reviews, people who get particular work done on their vehicle, and other things like "poor," "great," "exceptional," etc.  ![survey_responses](https://help.steercrm.com/hs-fs/hubfs/survey_responses.png?width=688&height=362&name=survey_responses.png) #### **Replying to Survey Responses** You can reply directly to a customer's survey by text or email. From the Reputation > Survey dashboard,  click **Contact Customer**. ![reply to survey](https://help.steercrm.com/hs-fs/hubfs/reply%20to%20survey.png?width=688&height=219&name=reply%20to%20survey.png) ### How To Diagnose Survey Feedback Discrepancies Sometimes, customers leave glowing feedback but only one star. This is usually due to user error. Here’s how to troubleshoot and address this issue: **Troubleshooting Steps** **Check for System Errors** - Navigate to “Campaigns” > “Active.” - Review your survey campaign. - Select the three dots, choose “Preview Design,” then “Send Test.” - Input your phone number and send the test survey. - Ensure that ratings of 3 stars and below ask for additional context, while 4 and 5 stars redirect to Google. If everything works correctly, it was likely a customer error. **Handling Customer Errors:** Sometimes, a customer might mistakenly select a 1-star rating but leave positive feedback. Here’s how to address it: - Acknowledge the Feedback: Thank the customer for their positive comments. - Explain the Situation: Politely mention the possible rating error. - Request a Re-Post: Ask if they could repost their review with the correct rating. - Provide the Google Reviews Link: Make it easy for the customer to update their review. 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