We recommend connecting Doozy to your HRIS so you can target groups, managers, and new hires.
๐ Getting Started
- Go to doozy.live/app and open Surveys
- Create a new survey - build it from scratch or let Doozyโs AI draft it from a prompt
- Add your questions and choose your survey settings
- Click Schedule to choose recipients and timing
- Send your survey
1. Build your questions
Give your survey a title and an optional description, then add questions. Each question has:- Question text
- Question type - see the types below
- Hint (optional) - guidance shown with the question
- Allow comments (optional) - an extra free-text field for context
Question types
For Multiple Choice questions, you define the choices and can allow multiple answers.
Reorder or remove questions as you build. The AI chat can also draft and refine
questions for you.
2. Survey settings
In the editor, set how responses are handled:3. Schedule and send
Click Schedule to open the schedule editor, then set:Recipients
Schedule
- Send now - post immediately
- Scheduled - pick a specific date and time
- Recurring - repeat daily, weekly, biweekly, monthly, quarterly, or annually
Answering a survey in Slack
Respondents see one question at a time, with their position in the survey. Next saves the current answer and opens the next question. Finish saves the last answer and completes the survey. Respondents can leave optional questions blank. Closing the modal keeps answers already submitted with Next. Reopening the survey, or selecting Resume from assigned surveys, returns to the first unanswered question. An answer entered on the current question is saved only after selecting Next or Finish. A survey delivered through a track completes its track step when the respondent selects Finish.Mandatory completion
Turn on Mandatory completion to require each recipient to finish the survey. This option is available for surveys, but not polls. A mandatory survey creates a to-do that the recipient cannot dismiss. Doozy sends each person at most one reminder message a weekday, at 10:00 in their own timezone. It lists their outstanding tasks and mandatory surveys. For someone with only surveys outstanding, a mandatory survey brings that message every 3 days by default, for up to 30 days. You can change the reminder interval and window. Reminders stop when the recipient selects Finish, the reminder window ends, or the survey expires. A recipient who has answered some questions but not selected Finish keeps receiving reminders. A custom reminder message appears under the survey on the recipientโs Doozy home tab once the survey is overdue. For a recurring schedule, Doozy tracks completion separately for each send. Pausing or canceling a schedule stops future sends. Surveys already sent keep their reminders.โ๏ธ Managing a survey
Open a survey from the Surveys list to reach its detail page, where you can Edit it, view its Schedules and Results, schedule it again, and manage admins who can help run it.๐ Viewing Results
Open your survey under Surveys and use the Results tab to see response rates, answer distributions, individual responses (if not anonymous), and a CSV export. See Viewing Results for details.โญ Best Practices
- Keep it short - 5-10 questions is ideal; longer surveys have lower completion rates
- Put key questions first - Most important questions at the top in case users donโt finish
- Be specific - โHow satisfied were you with orientation?โ beats โHow are things?โ
- Mix question types - Vary scales, choices, and open-ended to maintain engagement
- Use anonymity for sensitive topics - Culture surveys, leadership feedback, complaints
- Survey at milestones - Day 7, Day 30, Day 90 are natural feedback points
- Set a time limit - A few days creates urgency and improves response rates
๐ฏ Common Use Cases
- Onboarding Feedback: Comprehensive assessment at 7, 30, and 90 days
- Training Evaluations: Multi-dimensional evaluation of training effectiveness
- Employee Engagement: Quarterly pulse surveys with multiple engagement indicators
- Exit Interviews: Detailed feedback from departing employees
- Culture Assessments: Anonymous surveys on company culture and values
๐ Related
- How to create a poll - Single-question feedback for quick pulse checks
- Poll and survey question types - Deep dive into question types
- View poll and survey results - Understanding your results