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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.

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⚙️ Configuration

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Questions

Build your survey by adding questions. Each question needs a text prompt, question type, and optional settings like hints or allowing comments.

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Question Types

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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

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Survey Settings

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📍 Destination

Choose where the survey will be sent:

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⏰ 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

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📊 Survey Responses

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Viewing Results

Access survey results in the Doozy dashboard:
  • Open Surveys and select the survey, or
  • Open Tracks, select the track, and view the step’s 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.

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⭐ 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

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🎯 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