How does the Survey screen work in Jimani?

Answer

On the Survey screen you manage the questionnaires your guests receive after their visit. The Survey tab shows your surveys, the Survey fields tab the individual questions. The screen is under Communication; sending only works if the add-on Survey is turned on (€5 per month).

Where to find it

Settings > Communication > Survey (/Survey)

Explanation

At the top of the screen it says: "View all surveys here. Add new surveys with the Add button, or edit an existing one. Send them automatically to customers, and receive useful feedback." On the Survey tab it says: "Easily create surveys per reservation type and link an unlimited number of questions to each survey." On the Survey fields tab it says: "View all survey fields here, and add new ones with the Add button. Easily choose the language in which the content of the field is written." A new business already gets a survey per module (the starter set); how sending works is in How do I automatically send guests a survey after their visit?.

The Survey screen with the tabs Survey and Survey fields

Buttons and settings
NameWhat it doesWhen you use itNote
Add (plus at the top right)Opens the window where you choose between Survey and Survey fieldsTo create a new survey or a new questionThe page for Survey is called "Survey(s)"
SurveyTab and tile: your questionnaires, each with a status dot for active or not activeTo open a surveyThe name is below the tile
Survey fieldsTab and tile: the individual questionsTo create or change questionsTo be filled in per language
Use starter setSets up the starter set for every module without a surveyFor an existing business without a surveyOnly visible if a module has no survey yet; a second time does nothing
Second plus button on Survey fieldsChooses questions from your module's set and copies themTo quickly adopt questionsOnly visible if the set contains questions you do not have yet
Name (survey)The name of the survey (maximum 50 characters)When creating or editingOnly for yourself
Module (list)Which module the survey is forWhen creating or editingDetermines which reservation types you see
Reservation typesThe types of reservation the survey applies toTo send a separate survey per typeIf you choose nothing, it applies to everything in that module (the starter set works this way); a survey that mentions the type takes precedence
Survey fields (checkmarks per language)The questions that go into the survey, per languageTo choose questionsOn the right you drag the chosen questions into the right order
Active (Yes/No)Status of the surveyTo temporarily turn a survey offOnly when editing
Next, PreviousThrough the stepsIn the window-
DeleteDeletes the survey or the questionIn the windowJimani first asks whether you are sure
Name (question)The question as the guest reads it (maximum 150 characters)For a new questionTo be filled in per language
DescriptionAn extra explanation with the question (maximum 500 characters)For a new questionTo be filled in per language
ExampleShows the question with the stars and the texts Poor and ExcellentFor a new questionA custom question is a star-rating question
Messages
MessageWhat it meansWhat you do
Create a new survey. Select the survey fields that apply, and link the reservation types.Explanation at the top of the window where you create a surveyChoose the questions and the reservation types
Create a new survey field. Add important questions and feedback as content for the customer to fill in.Explanation at the top of the window where you create a survey fieldEnter Name and Description
No data found.You have no surveys yetClick Use starter set or Add
Something went wrong. Please try again.Use starter set failedTry again
Related

How do I automatically send guests a survey after their visit, and what does it cost?, Which questions are in the survey, and can I add my own?

Related questions
  • Where do I manage my surveys?
  • What is the difference between the Survey tab and Survey fields?
  • How do I link a survey to a reservation type?
  • How do I receive feedback from my guests?

Keywords: survey screen, survey fields, create survey, use starter set, survey reservation types, survey active

Last checked: 2026-10-16

Translated from the Dutch knowledge base; the Dutch version is leading.