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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

TypeDescriptionBest For
Multiple ChoicePredefined options (single or multiple selection)Categorical responses, preferences
Scale 1-10Buttons 1-10 with labelsDetailed satisfaction, performance ratings
Scale 1-5Buttons 1-5 with labelsQuick satisfaction checks
Emoji5 emoji options (😊 to 😡)Mood checks, emotional responses
Employee NPS0-10 scale with Promoter/Passive/Detractor categorizationEngagement tracking, likelihood to recommend
Open EndedFree-form text inputDetailed 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

SettingOptionsNotes
AnonymityYes / No (default)Cannot be changed after creation. Use anonymous for sensitive topics.
Result VisibilityAdmins Only (default) / EveryoneControls who can view aggregated results
Time LimitNo Limit (default) / Custom (days/weeks)Deadlines improve response rates

📍 Destination

Choose where the survey will be sent:
DestinationDescriptionExample
UserDirect message to the track participantOnboarding experience survey
ManagerParticipant’s manager (requires manager configured in Doozy)“How is {{user}} progressing?”
MentorAssigned mentor (requires mentor assignment step earlier)Mentorship effectiveness survey
Mentor & UserGroup DM to both mentor and menteeJoint 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.
See Track Examples for complete track templates using surveys.

⭐ 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 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