Add or edit a survey

You can add or edit a survey via the Survey Manager to gather feedback, opinions, or information from users within your organization.

Considerations

  • Active surveys: Once a survey is active, the survey's details can no longer be edited. However, the duration of the survey may be extended. 
  • Survey templates: You can only access survey templates that you have created or that have been shared with you. 

Who can do this?

  • Workplace administrators
  • Site administrators 
  • Creators

Add a survey

A survey can be added from a blank survey or a survey template.

To add a survey from a blank survey: 

  1. On the Top Bar, select Profile Menu, followed by Survey Manager.
  2. Select Add New, followed by Survey.

Or, to add a survey from a survey template: 

  1. On the Top Bar, select Profile Menu, followed by Survey Manager.
  2. Select the Survey Templates tab. 
  3. Search for a survey template or find it in the list.
  4. Next to the survey template, select Menu and then Use to Create Survey. 

Once the survey editor has been opened, follow these steps: 

  1. Configure the survey: In the Designer tab, configure the following: 
    • Survey title: Enter a recognizable name for your survey. 
    • Description: (Optional) Enter a description for the survey. 
    • Image: (Optional): Select to upload an image to be used in the survey's header. 
    • Questions: To add survey questions or panels, select Add Question or drag a Question or Panel from the left sidebar. See the Question and Panel types and Question tools sections below for details.  
    • Survey Settings: (Optional) Select Open Survey Settings to open the new panel on the right-hand side, which allows you to adjust the survey's overall configuration. See the Survey tools section below for details. 
  2. (Optional) Preview the survey: Before completing the survey, select the Preview tab to walk through the survey experience. You can choose Select Device Type and select a different device screen size to preview the survey. 
  3. Schedule the survey: If you are creating a draft of the survey to be worked on later, this step is not required. Otherwise, to schedule the survey's availability in the digital workplace:
    1. Select Set Duration.
    2. Select a Start Date and time and an End Date and time for the survey to be available. The survey duration cannot be longer than 20 days. 
    3. Select Save. 
  4. Select Save. If the survey has been scheduled for the future, it may take up to 5 minutes to become active. 
  5. (Optional) Access permissions: To add additional users as survey editors or give them the ability to see survey results, see Assign survey access permissions.
  6. (Optional) Share your survey: There are multiple ways to share surveys in the digital workplace. See Share a survey. 

Edit a survey

Only surveys in draft or scheduled states can be edited. An active survey may only have its time duration extended. To edit a survey: 

  1. On the Top Bar, select Profile Menu, followed by Survey Manager.
  2. (Optional) For surveys created by other users, select Shared with Me. 
  3. Search for a survey or find it in the list. Select the name of the survey.
  4. (Optional) Configure the survey: In the Designer tab, configure the following: 
    • Survey title: Enter a recognizable name for your survey. 
    • Description: (Optional) Enter a description for the survey. 
    • Image: (Optional): Select to upload an image to be used in the survey's header. 
    • Questions: To add survey questions or panels, select Add Question or drag a Question or Panel from the left sidebar. See the Question and Panel types and Question tools sections below for details.  
    • Survey Settings: (Optional) Select Open Survey Settings to open the new panel on the right-hand side, which allows you to adjust the survey's overall configuration. See the Survey tools section below for details. 
  5. (Optional) Preview the survey:  Before completing the survey, select the Preview tab to walk through the survey experience. You can choose Select Device Type and select a different device screen size to preview the survey. 
  6. Schedule the survey: If you are continuing work on a survey draft at a later time, this step is not required. A survey must be scheduled to be available in the digital workplace. To schedule or reschedule the survey's availability:
    1. Select Set Duration or Update Duration.
    2. Select a Start Date and Time and an End Date and time as necessary for the survey to be available. The survey duration cannot be longer than 20 days. 
    3. Select Save. 
  7. (Optional) If you have made changes to an unpublished survey, select Save. If the survey has been scheduled for the future, it may take up to 5 minutes to become active. 
  8. (Optional) Access permissions: To add additional users as survey editors or give them the ability to see survey results, see Assign survey access permissions.
  9. Share your survey: There are multiple ways to share surveys in the digital workplace. See Share a survey. 

Question and Panel types

The following question types and panels are available in the left sidebar of the survey editor's Designer tab. 

Question / Panel Type Description
Radio Button Group Responders can use radio buttons to select a single answer from multiple options.
Rating Scale Responders can select one number within a range to enter a rating. 
Checkboxes Responders can select one or several checkboxes for a single or multiple options. 
Dropdown Responders can select a single answer from a dropdown list.
Multi-Select Dropdown Responders can select one or multiple answers from a dropdown list. 
Yes/No (Boolean) Responders can select a "Yes" or "No" answer.
Ranking Responders can drag and drop items from a list to rearrange them according to rank or preference.
Single-Line Input Responders can enter or select a preformatted answer into a single-line input box.
Long Text Responders can enter a lengthy text answer into a resizable multi-line text area.
Multiple Textboxes Responders enter their answers into multiple single-line text boxes.
Single-Select Matrix Responders can select only one radio button from each row of a multi-row and column display of radio buttons. 
Multi-Select Matrix

Responders can select a desired value for each cell of a matrix with multiple rows and columns that can display: 

  • Dropdown
  • Checkboxes
  • Radio Button Group
  • Single-Line Input
  • Long Text
  • Yes/No (Boolean)
  • Expression
  • Rating Scale
Dynamic Matrix

Like Multi-Select Matrix, responders can select a desired value for each matrix cell with multiple rows and columns. In addition, responders can add and remove rows from the matrix. Each cell can be displayed as:

  • Dropdown
  • Checkboxes
  • Radio Button Group
  • Single-Line Input
  • Long Text
  • Yes/No (Boolean)
  • Expression
  • Rating Scale
Expression (read-only) Used to calculate values entered by responders and present them to responders. The calculated values are saved in the survey results. 
Signature Responders may use mouse or touch gestures to draw their signature within the box. 
Question Types
Question / Panel Type Description
Panel A panel is a container that can group several questions or panels in one area and control them all simultaneously. 
Dynamic Panel A dynamic panel is a template panel that can contain multiple questions. Responders can add or remove panels based on the template. 
Panels

Question tools

The following tools are available in the central area of the Designer tab when editing questions directly. 

Tools Description
Question Enter a question for responders to answer. 
Item names Beside each button, enter an item name to be displayed for the item.
Remove / Add Select Remove to remove an item and Add to add an item. 
Handlebars Select the handlebars to drag and drop an item to rearrange the order. 
Duplicate Select to duplicate the question. 
Required Select to require the question to be answered by responders. 
Delete

When beside an item in the question, select to remove that item from the question. 

When at the bottom of a question box, select to remove the question from the survey.  
Open settings

Availability is dependent on screen size.

Select to open the question's settings in the right side panel. 
Labels

Rating Scale questions only

Select the display style of the rating scale. Options include: 

  • Labels
  • Stars 
  • Smileys
 Input Type

Single-Line Input questions only

Select to preformat the content to be included in the input box. Options include: 

  • Color
  • Date
  • Date and Time
  • Email
  • Month
  • Number
  • Password
  • Range
  • Phone Number
  • Text Time
  • URL
  • Week
Question Tools

Survey tools

The following tools are available in the right side panel of the Designer tab by selecting Open Survey Settings.

Tools Description
Open Survey Settings Select to open survey settings in the right side panel. 

General:

Limit to one response

 Select to limit responders to one survey response. 

General: 

What should be shown after submitting the survey?

 Select to display a message or survey results after the survey is submitted. If Message is selected, you can modify the displayed Message. 
General: 
Message

Only available if What should be shown after submitting the survey? is set to Message. 

Enter a message to be displayed once the survey has been submitted. The default message is "Thank you, we've received your response."

Navigation: 

Preview answer before submitting the survey

Select an option from the dropdown to manage answer previews. Options include: 

  • No preview
  • Show all questions
  • Show answered questions only

Navigation: 

What should be shown after the survey ends?

 Select to display a message or survey results after the survey ends. If Message is selected, you can modify the displayed Message. 

Navigation: 

Message

Only available if What should be shown after the survey ends? is set to Message. 

Enter a message to be displayed once the survey has been submitted. The default message is "Thank you, we've received your response."

Question: 

Element order on the page

Select an option to manage how questions are displayed on the page. Options include: 

  • Initial 
  • Random

Pages: 

Add New

 Select to add a new page to the survey. 

Pages: 

Pages

Select a page to rename the page.

Select and drag the handlebars beside a page to move a page's position.  

Pages: 

Show page titles

Select to show page titles in the survey. 

This option is checked by default. 

Pages: 

Show page numbers

 Select to show page numbers in the survey. 

Logic: 

Calculated Values

 Configure this field to add logic handling to the survey. See Configure Survey Logic for more information. 

Logic: 

Triggers

 Configure this field to add triggers to the survey. See Configure Survey Logic for more information. 
Survey Tools

Related to