How to Set Up Auto-Send Surveys

This article will guide you through the steps to set up Auto-Send Surveys to your customers after their visit.

There are two places in your Yonder account that need to be set up so you can Auto-Send Surveys:

Settings > Integrations > Booking System > Manage Products
Reviews > Setup > Send Settings

Follow the instructions below to ensure smooth integration and setup.

1. Set Up Your Booking System Integration

Each booking system has a unique integration process. To learn how to connect your booking system:

Log in to your Yonder account.
Navigate to the Booking System Setup page (Settings > Integration > Booking System > System Setup) and select your booking system.
If you need help, visit the Knowledge Hub Integrations Page to access the relevant integration instructions for your system.

Your booking system must be successfully integrated before you can set up Auto-Send Surveys.

2. Turn On Auto-Send For Selected Products

After you integrate your booking system, Yonder will automatically import all your products.

For most integrations: Product lists update weekly or whenever you click the blue Activate button in the System Setup tab.
For Zapier integrations: Products are added incrementally as Yonder receives booking events.

Default Send Settings

By default, all products have Auto-Send Surveys? toggled off. This means surveys will not be sent unless you choose to enable them for each product.

To enable surveys for specific products:

Go to the Manage Products tab.
Toggle Auto-Send Surveys? to on for any products you want to receive surveys.

This is particularly helpful if you want to exclude certain items (e.g., gift cards or merchandise) from survey requests.

3. Manage Surveys Across Multiple Locations

If your business operates multiple locations, brands, or properties, Yonder’s Organisations feature can help you manage feedback across your network. With Organisations, you can:

Customise the look and feel of surveys by product.
Segment survey results by organisation.

Learn more about Managing Multiple Organisations.

4. Set Up Survey Send Settings

By default, survey and review requests have Auto-Send disabled until they’ve been configured in the Send Settings:

Go to the Reviews section in your Yonder account.
Select Setup in the left-hand menu.
At the top of the page, click the Send Settings tab.
In the dropdown under Send automatically after a visit, change the setting from Disabled to To customers from [Your Booking System].
Once you click Save, review request emails will be sent automatically after each visit.

You can choose when surveys are sent - either on the same day as the visit or up to seven days later. This gives you flexibility to reach customers when they’re most likely to engage.

Tip: Surveys sent in the evening, when your customers are relaxing after their trip, usually generate higher response rates.

Frequently Asked Questions

What if my product list doesn’t update automatically?
Ensure you’ve clicked the blue “Activate” button in the System Setup tab. For Zapier integrations, check that booking events are being received.

Can I customise surveys for specific products?
Yes, you can customise surveys using the Organisations feature. This allows you to adjust survey design and results segmentation for different products or locations.

What happens if I don’t toggle Auto-Send Surveys “on” for a product?
Surveys will not be sent for that product. Review the Manage Products tab to ensure desired products are enabled.

Auto-Send Surveys is toggled “on” for my products, but no surveys have been sent. Why?
Ensure the master Auto-Send setting for surveys is enabled in Reviews > Setup > Send Settings. By default, this is turned off, and surveys will not be sent until you configure your survey send settings.

Can I use multiple booking systems with Yonder?
Yes, but you will need separate Yonder accounts for each system. Yonder can link these accounts to a single login for easier access.

Have questions? Contact support@yonderhq.com