🧼 TL;DR
Add a feature image, title, & description
Schedule start/end dates and enable anonymous responses
Mix & match question types (text, number, multiple choice, etc.)
Target employees by name, title, or location
Reuse surveys by saving as templates
🎨 Survey Basics
Element | What it does |
Feature Image | Eye-catching banner shown at the top of the survey post |
Title & Description | Explain the purpose in a sentence or two |
Live Dates | Set when the survey opens and automatically closes |
Anonymous Toggle | Collect honest feedback without logging names |
Targeting Options | Choose who sees the survey by name, title, region, or group |
➕ Adding Questions
Click Add Question
Choose a Response Type:
TypeUse it when…Single-SelectYou want just one answerMulti-Select“Pick all that apply” scenariosText FieldFor short answersText AreaFor detailed comments or feedbackNumber FieldCapture a numeric value (e.g., 1–10)
Toggle Required if needed
Drag to reorder questions or answers
🎯 Targeting Participants
You can choose specific employees by:
Searching by name
Filtering by title, location, or group
Selecting entire teams or roles for recurring insights
This ensures surveys reach the right people—without extra clutter.
💾 Save as a Template
Doing pulse checks or onboarding feedback often? Save your survey as a template to reuse later with a few edits.
🚀 Publishing Your Survey
Preview to confirm everything looks good
Click Publish—your survey will post immediately or go live at the start time
View results in real time or export as a spreadsheet
💡 Pro Tip
Target your survey to just store managers or new hires in their first 90 days for sharper feedback.
Example: “How confident do you feel about your first week?”