> ## 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.

# Step: Survey

> Create comprehensive multi-question surveys to gather detailed feedback and data in your track.

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 in the [Doozy dashboard](https://doozy.live):

* 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.

<Tip>See [Track Examples](/tracks/track-examples) for complete track templates using surveys.</Tip>

## ⭐ 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

## Related Steps

* [Step: Poll](/tracks/steps/poll) - Single-question feedback for quick pulse checks
* [Step: Message](/tracks/steps/message) - Send context before surveys or thank you after
* [Step: Delay](/tracks/steps/delay) - Space surveys appropriately throughout the track
* [Step: Mentor Assignment](/tracks/steps/mentor-assignment) - Enable mentor destinations