The Survey step allows you to create comprehensive forms with multiple questions to gather detailed feedback, insights, and data from users as they progress through your track. Surveys are perfect for in-depth feedback collection, assessments, and detailed user research.

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Survey Recipients

You can send surveys to specific recipients depending on your use case:

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Target User

Send the survey directly to the user who is progressing through the track. This is the most common option for collecting detailed feedback about their experience or gathering comprehensive input.

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Target User’s Manager

Send the survey to the manager of the user in the track. Useful for collecting managerial insights about their team member’s progress or gathering comprehensive feedback from supervisors.

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Survey Configuration

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Basic Setup

  • Title: Enter a descriptive title for your survey that clearly communicates its purpose
  • Multiple Questions: Add as many questions as needed to gather comprehensive feedback

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Question Types

Choose from various question types for each question in your survey:

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Multiple Choice

Present users with predefined options to choose from. Perfect for categorical responses or when you need standardized answers.
  • Choices: Add your options (one choice per line, 50 characters max per choice)
  • Hint (optional): Provide context for the question to help users understand what you’re asking

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Scale 1 to 10

Collect numerical ratings on a 10-point scale. Ideal for satisfaction surveys, performance ratings, or detailed feedback measurements.

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Scale 1 to 5

Collect ratings on a 5-point scale. Great for quick satisfaction checks or simpler rating requirements.

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Emoji (😊 to 😡)

Use emoji-based responses for visual and intuitive feedback collection. Perfect for mood checks or simple satisfaction measurements.

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Employee NPS

Specialized Net Promoter Score question type designed for employee feedback and engagement measurement.

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Open Ended

Allow users to provide free-form text responses. Best for detailed feedback, suggestions, or when you need qualitative insights.

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Question Options

For each question, you can configure:
  • Allow multiple answers: Enable this to let users select multiple options in multiple choice questions
  • Allow comments: Give users the option to add additional comments with their responses
  • Hint: Provide context or guidance to help users understand the question

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Survey Settings

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Response Anonymity

  • Should responses be anonymous?: Choose whether to collect responses anonymously or with user identification
    • No: Responses will be linked to the user who submitted them
    • Yes: Responses will be collected anonymously for privacy

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Result Visibility

  • Who can view results?: Control who has access to survey results
    • Everyone: All users can view the survey results
    • Admins only: Only Track admins can access the results

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Response Time Limit

  • How long do people have to respond?: Set deadlines for survey completion
    • No Limit: Users can respond at any time
    • Custom timeframe: Set specific deadlines (e.g., 1 week, 30 days)

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Common Use Cases

  • Comprehensive Onboarding Feedback: Collect detailed feedback about the entire onboarding experience
  • Training Evaluations: Assess the effectiveness of training programs with multiple metrics
  • Employee Engagement: Measure various aspects of employee satisfaction and engagement
  • Exit Interviews: Gather comprehensive feedback from departing team members
  • Performance Reviews: Collect 360-degree feedback with multiple question types
  • Process Improvement: Identify areas for improvement across different aspects of workflows