> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create and send surveys

> Create and send multi-question surveys from the Doozy dashboard to gather detailed feedback from your team.

<Info>
  We recommend connecting Doozy to your [HRIS](/integrations/how-to-connect-my-hris) so you can target groups, managers, and new hires.
</Info>

Surveys let you ask multiple questions to gather detailed, multi-dimensional feedback. Your team answers surveys in Slack.

## 🚀 Getting Started

1. Go to [doozy.live/app](https://doozy.live/app) and open **Surveys**
2. Create a new **survey** - build it from scratch or let Doozy's AI draft it from a prompt
3. Add your questions and choose your survey settings
4. Click **Schedule** to choose recipients and timing
5. 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

| Type                | Description                        |
| ------------------- | ---------------------------------- |
| **Scale 1–5**       | Rate on a 1–5 scale                |
| **Scale 1–10**      | Rate on a 1–10 scale               |
| **Emoji**           | Rate with emoji (😁 to 😡)         |
| **Agree/Disagree**  | A 5-point agreement scale          |
| **eNPS**            | Employee Net Promoter Score (0–10) |
| **Open Ended**      | Free-text response                 |
| **Multiple Choice** | Choose from options you define     |

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:

| Setting                | Options               | Notes                                                 |
| ---------------------- | --------------------- | ----------------------------------------------------- |
| **Response type**      | Named / Anonymous     | Hide respondent identities for sensitive topics       |
| **Results visibility** | Owner only / Everyone | Who can see the results                               |
| **Time limit**         | Off / a set duration  | Give respondents a deadline to improve response rates |

## 3. Schedule and send

Click **Schedule** to open the schedule editor, then set:

### Recipients

| Recipient                                  | Description                       |
| ------------------------------------------ | --------------------------------- |
| **Channel**                                | Post directly in a Slack channel  |
| **Channel members**                        | DM each member of a channel       |
| **Individuals**                            | Send to specific people           |
| **Groups**                                 | Send to members of a group        |
| **New hires**                              | Send to recently joined employees |
| **Managers**                               | Send to all managers              |
| **Manager's direct reports / all reports** | Send to a manager's team          |

<Tip>Sending in a private channel? Make sure Doozy has been invited first.</Tip>

### Schedule

* **Send now** - post immediately
* **Scheduled** - pick a specific date and time
* **Recurring** - repeat daily, weekly, biweekly, monthly, quarterly, or annually

Pick a timezone, then save the schedule to send your survey.

## ⚙️ 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.

## 📊 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](/polls-and-surveys/view-poll-survey-results) for details.

## ⭐ Best Practices

1. **Keep it short** - 5-10 questions is ideal; longer surveys have lower completion rates
2. **Put key questions first** - Most important questions at the top in case users don't finish
3. **Be specific** - "How satisfied were you with orientation?" beats "How are things?"
4. **Mix question types** - Vary scales, choices, and open-ended to maintain engagement
5. **Use anonymity for sensitive topics** - Culture surveys, leadership feedback, complaints
6. **Survey at milestones** - Day 7, Day 30, Day 90 are natural feedback points
7. **Set a time limit** - A few days creates urgency and improves response rates

## 🎯 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

## 🔗 Related

* [How to create a poll](/polls-and-surveys/how-to-create-a-poll) - Single-question feedback for quick pulse checks
* [Poll and survey question types](/polls-and-surveys/poll-survey-question-types) - Deep dive into question types
* [View poll and survey results](/polls-and-surveys/view-poll-survey-results) - Understanding your results