Satisfaction Surveys

Levitate provides a simple way to gauge customer satisfaction via Customer Satisfaction Surveys! It's easy to generate a Customer Satisfaction Survey from Levitate and send to your clients. Depending on their response, you can prompt them to complete an online web survey, like a Google or Yelp review.

Create and Access Satisfaction Surveys

You can access and create Satisfaction Surveys from two spots— the main navigation on the left of the Dashboard or under your name in the upper right corner.

There are three types of survey, here you'll stay under the Satisfaction tab

When you choose Create Satisfaction Survey, you'll be able to name it, configure settings, and even set up a call to action for leaving a Google review

Here's what it looks like when the Google review flow is enabled. You're able to choose which star rating(s) will prompt the call to action to leave a review on Google. We recommend 4/5 and 5/5 to keep your Google review average high.

You can also add custom questions to your Satisfaction Survey— to do so, navigate to the Questions tab. You can add Dropdown (choose one), Checkboxes (choose multiple), and Short Answer questions. Up to 20 additional questions can be added to a Satisfaction Survey.

Hide Feedback Box

The survey settings form includes a Hide feedback box toggle (off by default). When turned on, respondents skip the open-comments step and land directly on the confirmation screen — or, if the Google Review flow is enabled for their star rating, on your Google Business review page.

This toggle only affects surveys that have no custom questions configured. If you have added custom questions to the Questions tab, those questions will still appear for respondents regardless of this setting.

Satisfaction survey settings form showing the Hide feedback box toggle

Sharing a Satisfaction Survey using a QR Code

To generate, copy, and save a QR Code for a Satisfaction Survey you'll go to Surveys, and go to the Satisfaction tab. From there, you'll see that each Satisfaction Survey has a button that says QR Code. When you click that button, a pop-up with the QR Code to copy or download will appear. QR Codes are good for sharing on print media and on social media. We recommend using the Satisfaction Survey URL for improved tracking when sending through email.

Where to find the Satisfaction Survey QR Code:

What pops-up when you choose QR Code:

Survey Reporting

Want to take a look at your Satisfaction Survey responses? Send a follow up? Pull a report? You can do so by going through Tags & Reports and choosing Survey Report.

From there, each Satisfaction Survey you've created will be listed along with responses, a satisfaction score, and the ability to see a full report.

If you go into the full report, you're also able to send out follow-up communications based on responses by choosing Send Follow Up.

How Google Reviews work with Satisfaction Surveys

If you enable the Google Review flow based on a star-rating, we will bypass asking for specific written feedback for the respondents that leave a high-star review and direct them right to your Google Business page to leave a review— this way, they will not have to write out multiple reviews.

Make sure you have your Google Business Profile connected to Levitate— this way, you will get a notification for new Google Reviews, see progress on your dashboard, and be able to respond to new reviews using our AI Assistant.

AI Auto-Reply for Google Reviews

When your Google Business Profile is connected, Levitate can automatically post AI-generated replies to new Google Reviews on your behalf. To configure it, open the satisfaction survey editor and go to the Google Review tab — the AI Auto-Reply to Google Reviews section appears there.

This is an account-wide setting. It applies regardless of which satisfaction survey triggered the review request and is Off by default.

Auto-Reply Modes

  • Off — No automatic posting. AI-drafted replies are still generated and held for your review, preserving the existing human-approval workflow.
  • Star Threshold — Levitate auto-posts the AI-generated reply when a review's star rating meets or exceeds the minimum you configure. Reviews below the threshold are held for manual review.
  • AI Discretion — The AI evaluates each reply before posting. If it determines the reply is safe to publish, it posts automatically; otherwise the reply is held for manual review.

Note: This feature requires the AI content generation feature to be enabled on your account. Reach out to your Success Manager if you don't see it.

Dashboard View

Here's what the Dashboard looks like when you've received Satisfaction Survey replies and connected your Google Business Profile.

Collecting Respondent Contact Info

Satisfaction surveys can optionally collect contact information from respondents before they submit their star rating. To configure it, open the survey editor and go to the Basic Info tab — the Respondent Info section is there. Each field is independently configurable:

  • Do Not Collect — the field is hidden from respondents (default for all fields)
  • Collect — the field appears but is optional
  • Required — the field must be filled in before the respondent can proceed

The available fields are: Name, Email, Phone, Birthday, and Address.

When a respondent opens the survey via QR code or an anonymous link, the contact info form appears before the star-rating question. Respondents who open the survey from a personalized email link skip this step entirely — their identity is already known to Levitate.

When contact info is collected, Levitate attributes the response to that contact record. In the Survey Report, responses with a collected name display the respondent's name instead of "Anonymous."

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