Farin Farin
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Wholesale follow-up

Create and manage wholesale customer surveys

Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.

4 min read · Updated Mar 18, 2026 · Managers handling wholesale follow-up

Use Wholesale Surveys when you need a repeatable follow-up form instead of one-off outreach.

The survey list is for creation. The survey detail page is where the real setup work happens.

Quick facts

Start here

  • Keep each survey focused on one kind of feedback so the response data stays easy to read.
  • Question edits happen on the survey detail page, not in the list.
  • Notifications can go to direct email addresses, managers, or both.

Step 1: Create the survey shell

Start from the survey list

Open Wholesale Surveys.

Enter the survey name first, then add a short description so the team knows the purpose later.

The survey list keeps creation simple: name, optional slug, short description, then Manage for the deeper setup.
  1. 1 Create the survey shell from this form before you move into the detail page.
  2. 2 Use Manage to open the survey detail page for questions and notifications.

Step 2: Build the question set and notification rules

Use the detail page for the real setup

Open the survey detail page from the Manage button.

Add the questions your team will actually act on, then set the notification rules before you leave.

  • Use rating questions when you want a fast score.
  • Use text questions when you need detail.
  • Turn on manager emails only for the locations that should respond.
The detail page is where you control the question list, active state, and who gets notified when responses come in.
  1. 1 Build the question list here so the responses match the follow-up you want.
  2. 2 Set who should be notified when new survey responses arrive.

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