Create and Customize Surveys

Use a wide range of question types to engage participants. Create, copy, and manage surveys across versions. Personalize survey pages and survey questions to increase participant engagement. Allow participants to view survey pages and questions based on their previous responses. Customize the look and feel of your surveys to fit your company's brand. Design surveys to personalize your participants’ experience. Gather feedback from a global audience by translating surveys.

Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses
  • Create Surveys and Add Questions
    Create, copy, and manage surveys across versions. Add a variety of questions and define their properties.
  • Customize the Order of Survey Questions and Pages
    Save your survey participants a click by automatically sending them to the next page after they answer the last question on a page. Choose which questions participants view based on their responses to previous questions on the same page. Show participants the most appropriate survey page based on their responses to questions on previous pages or by using merge fields.
  • Configure and Personalize Survey Questions and Responses
    Personalize welcome messages, survey questions, and thank you messages by inserting field values in Salesforce records, participant details, company information, and custom values. Let participants upload documents in responses to attachment questions and respond to surveys in the email invitation itself. Validate participants’ responses to short text questions.
  • Customize the Look and Feel of Your Surveys
    Promote your company's brand and style in surveys by adding background images and your company’s logo to surveys, and changing the labels, text color, and color of buttons. You can even insert images in survey pages.
  • Translate Surveys
    Gather insight from your global audience by translating your surveys into other languages.
  • Define Default Settings
    Define the default for email, language, engagement context, and invitation settings for your surveys.
  • Share and Grant Access to Surveys
    Collect feedback and collaborate on survey design by sharing surveys with your team.
  • Delete a Survey
    Delete a survey that you no longer require.