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.
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. Unlike polls which focus on a single question, surveys enable you to collect rich, multi-dimensional feedback that provides deeper insights into user experiences, satisfaction, and needs.
⚙️ Configuration
Questions
Build your survey by adding questions. Each question needs a text prompt, question type, and optional settings like hints or allowing comments.
Question Types
| Type | Description | Best For |
|---|
| Multiple Choice | Predefined options (single or multiple selection) | Categorical responses, preferences |
| Scale 1-10 | Buttons 1-10 with labels | Detailed satisfaction, performance ratings |
| Scale 1-5 | Buttons 1-5 with labels | Quick satisfaction checks |
| Emoji | 5 emoji options (😊 to 😡) | Mood checks, emotional responses |
| Employee NPS | 0-10 scale with Promoter/Passive/Detractor categorization | Engagement tracking, likelihood to recommend |
| Open Ended | Free-form text input | Detailed feedback, qualitative insights |
Question Options
- Allow multiple answers (Multiple Choice only): Let users select more than one option
- Allow comments: Add an optional text field for context
- Hint: Provide guidance to help users understand the question
Survey Settings
| Setting | Options | Notes |
|---|
| Anonymity | Yes / No (default) | Cannot be changed after creation. Use anonymous for sensitive topics. |
| Result Visibility | Admins Only (default) / Everyone | Controls who can view aggregated results |
| Time Limit | No Limit (default) / Custom (days/weeks) | Deadlines improve response rates |
📍 Destination
Choose where the survey will be sent:
| Destination | Description | Example |
|---|
| User | Direct message to the track participant | Onboarding experience survey |
| Manager | Participant’s manager (requires manager configured in Doozy) | “How is {{user}} progressing?” |
| Mentor | Assigned mentor (requires mentor assignment step earlier) | Mentorship effectiveness survey |
| Mentor & User | Group DM to both mentor and mentee | Joint mentorship experience survey |
⏰ Schedule Settings
Control when the survey is sent:
- Immediate: Leave blank to send when the step is triggered
- Scheduled: Select a specific time (e.g., 9:00 AM) — based on recipient’s timezone
📊 Survey Responses
Viewing Results
Access survey results from:
- Doozy (Slack app) > Polls & Surveys > Survey Name
- Doozy (Slack app) > Tracks > Track Name > View Results
From there you can see response rates, answer distributions, individual responses (if not anonymous), and download a detailed CSV export.
⭐ 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 don’t finish
- Be specific — “How satisfied were you with orientation?” beats “How are things?”
- 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 deadlines — 3-7 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
