Create a Custom Survey as an Administrator

Before starting, a more general description of the Custom Survey feature can be found here: Introduction to Custom Surveys. 

Who can manage Organization Custom Surveys?

Only administrators can create and manage Custom Surveys at the organizational level.

However, survey results can still be viewed on segment level depending on:

• The survey settings
• The number of respondents

Create a new Organization Custom Survey

1. Navigate to Custom Surveys in the left side bar
2. Select Organization in the report level selector
3. Click Add new survey

Creating a Custom Survey consists of three steps. You can between them using Previous and Continue at the bottom of the page. 

Step 1: General information

Set survey title
Give your survey a clear and descriptive name.

Select target group

• By default, the survey is sent to the entire organization
• To target a specific group, select one or more segments

Users included in any selected segment will receive the survey. Note that these users may also belong to other segments (e.g., gender or department), meaning results may appear in those segment reports as well.

Exclude data from segments (optional)
If you do not want survey data to appear in certain segment reports:

• Use Exclude data from segments to remove specific segments
• Or select Exclude all segments except the targeted ones to restrict visibility entirely to the chosen target group

Click Continue to proceed.
Note: You must add a survey title before continuing.

Step 2: Preview survey questions

In this step, you build your survey content.

Add questions

1. Click Add question
2. Choose a question type:
   • 1–5 scale
   • Multiple choice
   • Text
   • NPS
3. Enter the question details and click Add Question

Repeat these steps to add all desired questions.

Manage questions

• Edit or delete questions
• Change the order of questions

Translations (optional)
You can translate questions into multiple languages:

• Go to the Translations section
• Select a language
• Add translations for each question

When finished, click Continue.

Step 3: Data collection settings

Define when the survey runs and how results are shared.

Set timing

• Select a start date
• Choose a duration (end date is set automatically)

Note: Duration cannot be changed after the survey has started.

Choose result visibility

• Segments
  Managers, analysts, and administrators can view results for segments they have access to
• Organization
  Only administrators and analysts can view results (not accessible to managers)

Customize invite (optional)
Click Customize invite to edit:

• Invitation email
• Reminder emails

Launch or Save as draft

• Click Launch to send the survey
• Or click Save as draft to finish later