When you create a survey, engagement survey, or pulse survey., you can customise them. This includes:

  • Giving it a name

  • Customising the survey's star ratings

  • Customising the survey invitation email sent to participants

  • Adding, amending, or removing questions on the survey

We'll run through with you in more detail how to customise your survey.


General settings of the survey

By default you're taken to the General settings section of the survey. This is where you can:


Survey title

  1. Add a title to the survey

  2. If required, add a description


Star ratings

This section is where you can customise your survey's star ratings

  1. Click on the drop-down arrow next to Star ratings to expand the section.

  2. Select how many stars you want for the survey rating, for example, 3 stars or 5 stars etc.

  3. If required, select which star ratings you want to make a comment field mandatory

  4. If you want to customise the name of the star rating labels, select the check box.

    EXAMPLE: Instead of numbers you want it to say:

    • Very poor

    • Poor

    • Average

    • Good

    • Very good



  5. If required, you can enable users to be able to skip giving a rating.

    Select Allow to skip question by clicking "Can't evaluate".

Survey invitation email

This is where you can customise the subject and content of the email that is sent to someone to invite them to complete this survey.

Click into the relevant field and start typing. Underneath are supported placeholders for the content of the email. Copy and paste them to use them, for example:

Hello, [recipient_name]!

Survey frequency (Pulse surveys only)

If you created a pulse survey, you have a setting to customise how frequently the survey is sent.


Adding survey questions

Survey category

  1. Click on the box under General settings. By default it says Open questions.

    This shows a category for your survey questions.


  2. If required, give the category a new name and a description.

  3. If you don't want the category name to show on the survey, make sure Show category title with the question is left clear.


Add another survey category

  1. Click Add category.

  2. Select a category from the drop-down menu.

    📌TIP: You can amend what shows on this list of categories - Read more >


  3. Click Add category.

  4. A new category appears.

    You can still configure it like your first category. Such as amending the title, description and question type.

Add question

  1. Click on the section underneath the question category name. By default it says Question #1.

    This section is called a 'competency'.


  2. Enter a title for the question.

  3. If required, enter a description.

  4. Select how the question is answered. Choose between.

    • Star rating - These can be customised within the survey general setting.

    • Comment only - This provides only a text box to enter an answer.

    • Multiple choice - Only one option can be chosen from a list. There are two choices by default but you can add more. Just click on the plus sign to add another option underneath.


    • Checkboxes - Be able to have multiple options that can be selected. You can specify whether a certain amount of options must be selected.



  5. If required, you can choose whether to allow a comment box to submit a comment alongside your Star rating/Multiple choice/Checkbox answer.

    If you don't want to have one, make sure Allow submitting comment with this answer is left clear.

If you choose a star rating or multiple choice question, you can add a logic jump.

Add an additional question

If you want to add an additional question competency within a category, click on the ➕. You can also delete them or drag the order of them when you click and hold on the arrows.

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