Creating a survey

Owned by James Goodwin
Last updated: Oct 19, 2022
8 min read

System admins can create a survey to gather information and feedback from users.

This section contains the following: 

Creating a Survey

To create a new survey:

  1. On the Surveys screen, click Create a new survey.

    The Unnamed survey screen appears.

  2. On the Unnamed survey screen, in the Enter survey title here (Required) field, enter a survey title and press Enter or click outside the field.
    The Add questions to your survey area is available.

  3. [Optional] If you want to divide the survey into sections, you can enter a section name for this section of the survey. To enter a section name, click Section name (optional) and type a name.
    You can divide surveys into sections by category or theme for organisational purposes. For example, in the survey below, the first section is called "Rate this learning plan".

  4. In the Enter question here field, enter a survey question.

  5. In the Answer type dropdown, select one of the following answer types:

    • Single answer: User selects one answer from a selection of available answers

    • Multiple answers: User selects one or more answers from a selection of available answers

    • Scale: User selects a number from a scale

    • Free text: User enters their own text

  6. If you want the question to be optional, click the toggle to turn off Required.
    By default, Required is turned on for all questions.

  7. Depending on the Answer type selected, configure your answers as follows:
    This step is not required for the Free text answer type.

    • For Single answer and Multiple answers answer types:

      1. In the Answers field, enter an answer.

      2. To add another answer, click Add another answer.
        An empty answer field appears.

      3. In the empty answer field, enter another answer.

      4. If necessary, add one or more other answers.

    • For Scale answer type:

      1. In the Answer dropdown, select a scale length of 1-5 or 1-10.

      2. If necessary, in the left Label (optional) field, enter a label for the first number on the scale. For example, in a 1-5 scale, the label for 1 could be "Not very useful".

      3. If necessary, in the right Label (optional) field, enter a label for the last number on the scale. For example, in a 1-5 scale, the label for 5 could be "Extremely useful".

  8. To add another question to this section:

    1. Click Add another question.
      New question configurations appear.

    2. Configure the new question as necessary and click Add another question to add more questions.

    3. If necessary, you can reorganise the questions using the following settings:

      • Move question down: Click to move the question down one level below the next question.

      • Move question up: Click to move the question up one level above the previous question.

      • Remove: Click to delete the question.

        Deleting questions also removes any associated links. For more information, see the step below.

  9. For Single answer and Scale answer types, you can configure what happens when users select specific answers or numbers of a scale. For example, you can configure one answer to point to the next question, another answer to skip a question, and another answer to point to the end of the section.
    This configuration is not available for Multiple answers and Free text answer types.

    • To link an answer from a Single answer answer type, click the Link to dropdown to the right of the answer and select one of the following options:

      • Next question: Directs the user to the next available question. If another question is not available, the assessment ends.

      • Question [#]: Directs the user to the designated question number.

      • End of section: Directs the user to the end of the section. If another section is not available, the assessment ends.

    • To link an answer from a Scale answer type:

      1. Click Show links to answers.
        The Answers and Link to columns appear.
        The numbers in the Answers column correspond to the numbers of the scale. The image below displays a 1-5 scale.

      2. Click the Link to dropdown to the right of the answer and select one of the following options:

        • Next question: Directs the user to the next available question. If another question is not available, the assessment ends.

        • Question [#]: Directs the user to the designated question number.

        • End of section: Directs the user to the end of the section. If another section is not available, the assessment ends.

          You cannot link free text answers to the end of a section or a question. 

  10. If you want to divide the survey questions into sections by category or theme:

    1. At the bottom of the page, click Add new section (optional).
      A new section appears.

    2. If you want to give the section a name, click Section name (optional) and type a name.

    3. Click Add question.
      New question configurations appear.

    4. Configure the new question as necessary and click Add another question to add one or more questions.

  11. On the top-right of the screen, click Next.
    A user permissions page appears.

Configuring permission options for the survey

You can configure permissions options relating to visibility, attempts, privacy, and access.  

Visibility

The following options allow you to determine who can access the survey, via the Surveys screen on the sidebar.

Option Description

All users with permission can see this survey at anytime

All users with permission to view and take the survey. 

If this option is selected, any user that has been given the correct access permissions via the Access section below, will be able to see and take the survey on the Surveys screen on the sidebar.

Users can only access this survey if they have the link

The Survey is not automatically visible to users in the Fuse instance. The creator of the survey must provide specific users with the URL to the survey. 
Only available to a user when they have completed learning (Content, Event, Learning plan)

Users receive a notification asking them to take the survey, after viewing a specific item of content, attending an event, or completing a learning plan. 

If you have selected this option:

  1. Click Select object.
    The Select Object popup appears.
  2. Select an item of content, event, or learning plan. 
  3. Click Select. 
    The item of content is linked to the survey. 
  4. In the Call to action field, enter a call to action that tells the user they must take the survey. For example, "Please take this survey".
  5. In the Button Reads field, enter the text for the button that takes the user to the survey. For example, "Take now".

Attempts

The following options allow you to specify how many times a user can take the survey.

Configuration

Description

Can only be taken once 

The user can only take the survey once.

Can be taken multiple times

The user can take this survey multiple times. 

Privacy

The following options allow you to determine whether or not a user is anonymous.

Configuration

Description

None

The user's name and details are linked with their responses to the survey.

Anonymous responses

The users's details are not linked with their responses to the survey.

Access

The following options allow you to grant access to the survey.

Option

Description

All users have access

All users in Fuse can access the survey.

This option is enabled by default.

Manually add users

Only selected users can access the survey.

You can add users to the survey in the following ways:

  • Search for and add the users in the Manually add users field
  • Bulk import users by uploading a CSV file containing a list of user IDs

Manually adding users to a survey

To manually select user(s):

  1. Click Manually add users.

  2. Under Add users, click Select users.
    The Manually add users window appears.

  3. In the Add user(s) name here field, start typing the name of a user.
    A dropdown appears.

  4. From the dropdown, select a user.

  5. [Optional] Select more users as necessary.

  6. Click Add.
    The selected user(s) appear on the Added users table.

Adding users to a survey by uploading a CSV

You can bulk add users to a survey by uploading a CSV. The CSV file must include each user's username and email address, as shown below: 

An example CSV file can be found here: add_users_to_survey_csv_example.csv

To bulk add users to a survey by CSV: 

  1. Cick Import CSV.

    A popup appears. 
  2. Select the CSV file on your computer. 


  3. Click Open. 
    The CSV is uploaded and the users appear in the Added users box. 

Assign by role

Only specific user types can access the survey.

To specify the user types able to access the survey:

  1. Click Assign by role.

  2. Click Add filter.
    The Select filter dropdown appears.

  3. Click the Select filter dropdown and select a filter.

    The following filters are available:


    A new field appears.
  4. Click the new field.
    Custom profile options assigned to the filter appear. For example, the image below displays the custom profile options assigned to the Location filter. For more information about custom profile options, see Profile custom options.
  5. Select one or more custom profile options. You can create a new custom profile option by typing a value in the new field.
    The selected custom profile option(s) appear in the empty field.[Optional] Click Add another to add more filters as necessary.

    In the image below, filters are created to ensure that only users in London belonging to the Support or Internal communities can access the survey.

Restrict Access

The following options allow you to restrict user access to the survey.

Option

Description

No restrictions

All users on the company instance can access the survey.

This option is enabled by default.

Manually restrict users

All users except for those selected, can access the survey.

To manually restrict users:

  1. Click Manually restrict users.
  2. Under Add users, click Select users.
    The Manually add users window appears.
  3. In the Add user(s) name here field, start typing the name of a user.
    A dropdown appears.
  4. From the dropdown, select a user.
  5. [Optional] Select more users as necessary.
  6. Click Add.
    The selected user(s) appear on the Added users table.

Introduction message to the user

You can customise the introductory message that is displayed to users before taking the survey.

In the Introduction message to the user field, enter the message displayed to the user before starting the survey.

Upon completion message

You can customise the completion message that is displayed when users complete the survey. 

To enter the Upon completion message: 

  1. In the Upon completion message field, enter the message that is displayed users when they complete the survey.

  2. On the top-right of the screen, click Save to save all of the above survey configurations. 
    The Surveys screen appears.

Publishing a survey

To make a survey available to selected users and communities, you must publish it. 

To publish a survey: 

  1. On the Surveys screen, click Show draft. 
    A list of existing surveys appears.

  2. Locate the survey and click Publish. 

    The survey appears in the published list. 

  3. To make the survey active, select the toggle on the right of the survey.