Survey Module Checklist

Essential Survey Module Tasks for Administrators

To deploy surveys for partners, customers, and employees, the Survey module must be properly configured with comprehensive question design, distribution strategies, and response tracking capabilities. Surveys provide flexible feedback collection and sentiment measurement tools that gather actionable insights while maintaining response integrity and data quality across organizational communities.

Foundation Setup

☐ Understanding the Survey Module Familiarize yourself with comprehensive feedback collection capabilities including nine distinct question types (Rating, Sentiment, Radio, Single Checkbox, Checkboxes, Dropdown, Single-line Text, Multi-line Text, NPS), flexible presentation options (one question per page or all questions on one page), Thank You page customization, and submission tracking systems. Understand how surveys integrate with Training module courses and learning paths, Engagement Pages navigation through Tiles widgets, and portal tabs for seamless feedback collection workflows.

☐ Survey Access and Permissions Verify your user role includes appropriate permissions for survey creation and management. Survey administration requires either the Administrator System Role or a security role with Enable Survey Management Access enabled in Additional Settings. Confirm access to Setup > Create > Surveys to begin survey development and deployment activities.

Survey Creation and Design

☐ Creating New Surveys Master the survey creation process including required Name field designation, Page Skip Logic selection (One question per page or All questions on one page), and initial Draft status configuration. Understand that surveys are created through Setup > Create > Surveys > New, and that initial configuration establishes the survey foundation before question design and Thank You page customization.

☐ Designing Survey Questions Configure comprehensive question sets using appropriate question types for data collection needs. Master all nine question type configurations including required fields, optional help text and placeholder text, and required question designation. Understand that Rating questions use 0-10 scales with configurable labels, NPS questions require all three follow-up prompts (Detractors, Passives, Promoters) to be configured, and choice-based questions (Radio, Checkboxes, Dropdown) support unlimited option creation with preselect capabilities.

☐ Question Management and Organization Master question ordering through drag-and-drop interfaces, question editing through the Edit button on question cards, and question removal through the Delete button. Understand that questions can be inserted between existing questions during survey design, and that question organization directly affects respondent experience and survey flow.

☐ Configuring Thank You Pages Design comprehensive post-submission experiences including Thank You Header Text (required), Thank You Body Text with rich-text formatting (required), optional Featured Image selection, and Thank You Action configuration. Master redirect button setup when Custom Page URL is selected, including Thank You Action Button Label and Redirect URL configuration to guide users to next actions after survey completion.

Survey Publication and Distribution

☐ Publishing Surveys Master the publication workflow including the Publish button click and confirmation dialog acknowledgment. Understand that publishing activates the survey for respondent access via links and automated prompts, locks the survey structure to prevent question additions or removals, and enables response tracking and analytics. Note that published surveys cannot be reverted to Draft status—structural changes require cloning the survey and editing the new draft version.

☐ Generating Survey Links Configure survey distribution through the Get Link function accessed via More Actions menu. Master copying both Internal link format (relative URL for portal use) and Full path format (absolute URL for external distribution). Understand that survey links are publicly accessible without authentication requirements, enabling broad feedback collection from diverse audiences.

☐ Embedding Surveys in Portal Navigation Integrate surveys into portal navigation through Tab creation (Setup > Tabs) using survey URLs as tab destinations, and through Engagement Pages Tiles widget configuration with survey URL targeting. Understand link target options (Same Window vs. New Window) and strategic placement considerations for maximizing survey visibility and response rates.

Training Module Integration

☐ Attaching Surveys to Training Content Configure automated post-training feedback collection by attaching surveys to courses and learning paths in the Training module. Understand that survey attachment creates automatic "Share Your Feedback" prompts after course completion, with Yes option opening the survey in a modal and No Thanks option allowing users to continue without feedback submission. Note that detailed training integration workflows are pending further documentation updates.

☐ Course-Specific Response Tracking Understand that surveys attached to multiple courses or learning paths track submissions separately for each training item. When the same survey is attached to multiple courses, users can submit once per course completed, with each submission tagged with the corresponding course or learning path identifier for analysis and reporting purposes.

Survey Analytics and Response Management

☐ Monitoring Survey Performance Master the Analyze tab metrics including Views (total survey link clicks), Conversion Rate (percentage of views resulting in completed submissions), and Submissions (total completed responses). Configure Date Range filters to analyze performance over specific timeframes using preset options (This Month, This Year) or custom date ranges for targeted performance assessment.

☐ Analyzing Question-Level Results Review aggregated response data for each survey question. Understand that choice-based questions (Rating, Sentiment, Radio, Checkboxes, Dropdown, NPS) display charts and statistical summaries, while text-based questions (Single-line Text, Multi-line Text) show individual response lists. Note that raw data export capabilities are not available—analytics are viewed exclusively through the Analyze tab interface.

☐ Understanding Response Tracking Recognize that authenticated portal users can submit each survey only once (submission integrity protection), while course-attached surveys allow one submission per user per survey per course. Understand that Views can exceed Submissions because users may open surveys multiple times without completing them, and that administrator reset capabilities for user submissions are not available.

Survey Lifecycle Management

☐ Managing Published Survey Edits Understand published survey editing limitations including locked question structure (no additions, removals, or reordering) and continued Thank You page editability. Master Page Skip Logic modification on published surveys, recognizing that changes affect only new users accessing the survey after the change without impacting responses already in progress. Note that no warnings or confirmation dialogs appear when changing Page Skip Logic settings.

☐ Cloning Surveys for Iteration Master survey cloning through More Actions > Clone for creating survey templates and structural modifications of published surveys. Configure new survey names during cloning workflow and understand that cloned surveys begin in Draft status with full editing capabilities, enabling iterative survey development without affecting active survey operations.

☐ Archiving Completed Surveys Execute survey archiving through More Actions > Archive when surveys are no longer needed for active data collection. Understand that archiving permanently deactivates survey links (preventing new responses), preserves all collected data for continued analysis in the Analyze tab, and cannot be reversed—archived surveys cannot be reactivated or unarchived.

☐ Survey Deletion Management Exercise caution when using More Actions > Delete to remove surveys. Understand that deletion is permanent, removes the survey from all lists, prevents any future access to collected responses, and may affect Training module courses or learning paths that reference the deleted survey.

Preview and Testing

☐ Survey Preview and Validation Master survey preview functionality through More Actions > Preview to experience surveys as respondents without recording test responses. Use preview mode to validate question clarity, page flow logic, Thank You page presentation, and overall user experience before publication and broad distribution.

☐ Pilot Testing Strategy Test surveys with small user groups before broad deployment to identify confusing questions, technical issues, or unexpected response patterns. Gather feedback on survey length, question clarity, and completion experience to optimize survey effectiveness before deploying to larger audiences.

Best Practices for Implementation

Initial Setup Considerations

• Start with clear survey objectives and specific data collection goals before designing questions
• Select question types appropriate to measurement needs—use quantitative types (Rating, NPS) for metrics and qualitative types (Multi-line Text) for detailed feedback
• Balance comprehensive data collection with user attention span—shorter surveys typically achieve higher completion rates
• Configure help text for complex questions requiring clarification or specific response guidance
• Test Page Skip Logic settings to determine optimal presentation mode for survey length and question complexity

Distribution and Access Strategy

• Choose distribution methods appropriate to target audiences—Training module integration for learner feedback, direct links for external audiences, portal navigation for ongoing feedback collection
• Leverage Engagement Pages Tiles widget for strategic survey placement within custom portal experiences
• Consider creating portal tabs for frequently accessed surveys requiring permanent navigation presence
• Communicate survey purpose and value proposition to encourage participation and response quality

Ongoing Management

• Monitor conversion rates regularly to identify surveys with low completion percentages requiring optimization
• Review question-level response patterns to identify confusing questions or unexpected answer distributions
• Archive surveys when no longer relevant to prevent outdated feedback collection
• Clone high-performing surveys as templates for new feedback initiatives requiring similar structures
• Maintain survey inventory awareness to prevent duplicate or overlapping feedback collection efforts

<< About the Survey Module | Creating and Managing Surveys >>