Get started with STQRY Engage

Created by Natalie Nguyen, Modified on Mon, 12 Oct at 8:56 PM by Natalie Nguyen

STQRY Engage collects feedback and contact details from your visitors, and keeps them in one place in STQRY Builder. It has three parts.

Part What it does
Forms Surveys, sign-ups and feedback forms. Share them by link, QR code or email, or put them on a screen in your app.
People Everyone who has filled in a form, plus anyone you add yourself.
Marketing Lists Groups of people who have agreed to hear from you, such as a newsletter list.

Where to find it

Engage has two homes in Builder.

  • Engagement, in the sidebar, is where you work day to day. It holds People, Marketing Lists and Forms, where you send forms and read submissions.
  • Manage Account → STQRY Engage is where you set things up. You build and edit forms there, and create marketing lists.

The Forms page under Engagement in the sidebar, listing two forms with their status and number of submissions.

Engagement in the sidebar holds People, Marketing Lists and Forms.

The STQRY Engage page in Manage Account, with cards for Marketing Lists and Forms.

Manage Account → STQRY Engage is where forms and marketing lists are set up.

Who can use it

Access depends on each user's CRM permission. Account admins have full access automatically.

CRM permission What the user can do
Admin Everything, including building forms and creating marketing lists
Standard Send forms, create share links, add submissions, and manage people and subscribers
View See people, lists and submissions without changing them

To change a user's access, go to Manage Account → Manage Users, edit the user, and set CRM under Permissions.

If you don't see Engagement in the sidebar, ask your account admin to give you a CRM permission.

Your first form

  1. Create a form and give it a title.
  2. Add fields to a form for the questions you want to ask.
  3. Share it with a link or QR code, by email, or on a screen in your app.
  4. View the submissions as they come in.

Next steps

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