About 

Use surveys to collect participant feedback through multiple-choice, icon-choice, rating-scale, and open-ended questions. A survey can include up to 10 questions.

You can prepare and edit a survey before the session, then publish or schedule it from Saved interactions.

Create a survey 

1. On the session page, click the Interactions tab in the upper-right corner to open the Interactions panel.



2. Select Survey.



The survey question form opens.



The session name is used as the survey name by default. To change it, hover over the name, click it, and enter a new name. You can enter up to 150 characters.

Add questions

Click +Add question and select a question type from the dropdown.

The question types are as follows:

Multiple choice

1. Select Multiple choice.
2. Enter a question and answers (up to 8).
3. Optionally enable multiple answers.
4. Optionally mark the question as mandatory.
5. Click Save.

   

Icon choice

1. Select Icon Choice.
2. Edit the call-to-action text if needed.
3. Choose icons.
4. Optionally mark the question as mandatory.
5. Click Save.

Rating Scale

1. Select Rating Scale.
2. Select a rating scale emoji.
3. Optionally mark the question as mandatory.
4. Click Save.

Open-ended question

1. Select Open-ended question. 
2. Enter your question.
3. Optionally mark it as mandatory.
4. Click Save.

Click + Add question to add more questions (up to 10).

Set response and notification timing

1. Select Set an answer timeout to limit how long participants can respond.

An additional field displays.

Use the arrows to set the response window:

• Default: 5 minutes
• Minimum: 1 minute
• Maximum: 120 minutes

Participants who have not yet answered see a countdown. When the response window ends, the survey closes automatically.

2. Set how long the survey notification remains visible to participants. Next to Show notification for, use the arrows to choose the duration: 

• Seconds – From 5 to 60 seconds
• Minutes – From 1 to 10 minutes

Customize the survey introduction

The default intro text is Please take a moment to take a quick survey and the start button label is Take survey.

1. To edit them, hover over the intro text and click Edit.



The Edit Intro screen displays.



2. Edit the introduction text and button label. You can enter up to 150 characters for the introduction text.
3. When finished, click Save.

Save the survey as a draft

When you have finished configuring the survey, click Done.

The survey is saved as a draft, and the Drafts tab under Saved interactions opens.

Edit a survey

1. Click Saved interactions on the Interactions tab.



2. Hover over the survey you want to edit and click the pencil icon.

   

   The draft survey edit screen opens.

   

3. Make your changes and click Done.

The updated survey is saved in Saved interactions.

Publish or schedule a survey

1. On the Drafts tab, hover over the survey you want to publish or schedule.
2. Choose one of the following:

• Publish now – Publish the survey immediately. Participants receive a notification when the survey is available
• Schedule – Click the arrow next to Publish now and select Schedule. Schedule the survey relative to the session start or for a specific future date and time. For full instructions, see Schedule interactions.