In the "Surveys" tab of Settings, you can perform two important actions:
Visualize what your surveys will look like
Choose between different formats to be sent
These quantitative surveys will be sent to your buyer and internal teams to collect their feedback.
📋 Managing Your Surveys in Diffly
Step 1. Accessing the "Survey Templates" Page
To manage your surveys in Diffly, follow these steps:
Click on Settings in the top-right corner of the screen.
In the menu, select Survey Templates.
On this page, you can configure and customize surveys sent internally (to your teams) and externally (to customers and prospects).
Step 2. Define your survey settings
Before setting up the questions of your multi-step survey, you first need to define 4 key elements. These initial choices determine the type of survey you're creating and ensure it will be used for the right kind of deals. Here are the 4 settings to configure
Here are the 4 settings to configure :
Survey Name
This is the name your respondents will see when they receive the survey. Choose a clear and recognizable title that reflects the purpose or context of the questionnaire (e.g., Feedback after a lost deal or Post-onboarding satisfaction).Use case
Select the use case your survey applies to:New Business (new deals or opportunities)
Churn (lost or cancelled clients)
Satisfaction (measuring satisfaction from a client or internal team)
Channel
Indicate who the survey is intended for:Buyer – the prospect or end client involved in the deal
Internal – a member of your internal teams (e.g., sales, customer success, product...)
Deal stage
Finally, specify the deal stage this survey applies to:Won – deals that were closed successfully
Lost – deals that were lost
Open – deals still in progress
By combining these 4 elements, you define the survey type you're creating. It will then be automatically suggested for the relevant deals, based on their characteristics.
Step 3. Customize your survey content
Once you've defined the survey settings, you can move on to customizing the content of your survey. This step allows you to adapt the questions to your specific use case and audience.
Customize the 3 default questions
You can edit the wording of each of the 3 default questions to match your tone, terminology, and objectives. These questions are pre-structured to guide your respondents, but you're free to rephrase them as needed. You can choose whether to activate the comment section and the "Required" tab button.
Add a description to a question
If you feel a question might need clarification, you can add an optional description below it. This helps give additional context or instructions to the respondent, ensuring better-quality answers.
➕ Add specific questions with different formats and organize the order of your questions
You can choose to add optional questions, in various formats:
Open-ended question: This is a great way to collect qualitative feedback in the respondent's own words.
Personalized Single or Multi-Choice Questions (MCQ)
Linear scale with personalized scale (minimum 0 or 1, maximum 5 to 10)
Net Promoter Score (NPS) from 0 to 10
A question related to your competitors: click on "Manage competitors" to edit the list of your competitor
For open-ended questions, you can set a maximum character limit on the right-hand side of the interface, helping you control the length of responses.
For multiple-choice questions (checkbox format), you can also set a maximum number of selectable options, ensuring respondents focus on their top choices.
Step 4. Translate your survey
If you plan to send your survey in multiple languages, a translation step is available to ensure all respondents receive the survey in their preferred language.
For each language you activate, you’ll need to provide a translation for:
The question – the main text of the question
The description (if you've added one) – the additional context or instructions
Step 5. Saving Your Survey
Once all changes are made, click Save Template on the top right of the screen to save changes to your survey. It will then be ready for use in your Win-Loss Analysis and customer feedback collection.
Once your translations are complete, your survey is ready to be previewed and activated!