How to create a Custom Survey.

📍 Where to Start

You can begin creating a new survey in two ways:

• Dashboard → Click Create a Survey
  
• Feedback > Custom Surveys → Click Create a Survey
  

Both options take you to the same survey setup screen.

💡 Tip: If you’re just getting started, the Dashboard offers the quickest access.

🛠 Choose Your Survey Setup

After selecting Create a Survey, you can choose from the following options:

1. Start from Scratch – Build a brand-new survey
2. Copy an Existing Survey – Reuse a survey you’ve already created
3. Use a Template – Pick from a collection of pre-built survey templates designed for common use cases. Templates include pre-written questions and default settings that you can customize.

  Choose Your Survey - Part 2

If copying an existing survey: A list of your surveys appears. Select the one you want to copy and click Continue.

✏️ Add a Title and Description

This appears on the first page—make it welcoming.

• Title: Keep it short and clear
• Description: Briefly explain what the survey is for and why it matters

🔒 Set Survey Access & Response Tracking

Choose how responses are tracked and who can access the survey.

Need help deciding? Click “Not Sure Which to Pick?” for built-in guidance.

Access Types:

• Private Surveys can be limited to one response per person or allow multiple.
• Public Surveys always allow multiple responses.

👥 (Private Surveys Only) Select Recipients

If your survey is private, you’ll choose who receives it:

• An entire contact group(like, Employees)
  
  
• Or filter to specific individuals using the criteria selector
  
  

🔐 This ensures the survey goes only to the right audience.

➕ Add and Configure Your Questions

In the Configure step, you’ll build out your survey by choosing from a wide variety of question types.

Question Types Available:

• Text – Lets people respond in their own words with an open-ended answer.
  Example: “What went well today?”
  
• Yes/No – Offers a simple choice between Yes or No.
  Example: “Did you clock in?”
  
• Yes/No with Comments – Adds a follow-up comment box if the person answers “Yes.”
  Example: “Did you face an issue? Tell us more.”
  
• True/False – Asks people to confirm if a statement is true or false.
  Example: “I completed training.”
  
• Rating – Collects a rating, usually from 1 to 5, to show satisfaction or opinion.
  Example: “How was your shift?”
  
• Rating with Comments – Combines a 1–5 rating with optional space to explain the score.
  Example: “Rate your day and add a note.”
  
• Radio – Provides a short list where only one option can be selected.
  Example: “Which shift do you work?”
  
• Checkbox – Allows more than one option to be selected from a list.
  Example: “Which tasks did you complete?”
  
• Dropdown – Offers a long list of options in a compact dropdown menu.
  Example: “Select your location.”
  
• Ranking – Lets people drag and reorder items based on preference or priority.
  Example: “Rank these tools from most useful.”
  
• Upload Image – Prompts the person to attach a photo or image as part of their response.
  Example: “Upload a photo of your task.”
  
• Email – Captures an email address for follow-up or communication.
  Example: “Enter your email address.”
  
• Telephone – Collects a phone number in case follow-up is needed.
  Example: “What’s your contact number?”
  
• Number – Accepts only numbers — useful for hours, quantities, or scores.
  Example: “How many hours did you work?”
  
• Date – Lets someone pick a specific date from a calendar.
  Example: “When did the issue happen?”
  

Once you select a question type, you can:

• Add a question label and optional description
  
• Customize options like answer choices, rating labels, or input validation
• Make the question required or not
• See a live preview of how it will look for your respondents

✍️ You can add as many questions as you need. Click OK to select a question type—your questions will auto-save as you go. Keep building until your survey feels complete.

Results Access

Control who can view the results of this survey.

Admins Only -  User Admins can only see the survey results

Admins and Managers - User Admins and Manager Users can see the results(managers see only data they have permissions to access)

Personal - Only the survey creator and User Admins will see the survey and it's results

📬 Choose Message Options(Private Surveys Only)

Decide how to notify participants:

• Send a message now: 
  goHappy will send an SMS to your selected contacts inviting them to take your survey. You'll write the message in the next step and choose the send schedule after that. This is the most common option.
  
  
• Skip messaging and share via link or QR code: 
  The survey launches without an SMS invitation. You'll receive a shareable link and QR code that you can distribute manually. These are always available later under the Share button on the survey.
  
  

📅 If your survey is scheduled to start later, messages will send automatically when it begins.

Compose the Launch Message

🗓 Schedule and Share the Survey

Choose when your survey goes live—and when it ends.

Launch Timing Options:

• Start immediately
  Your survey is live and sent right away and stays open until manually closed.
• Set start and end date
  Choose specific start/end dates to plan ahead or limit the window for responses.
  (You can also set a reminder to follow up with anyone who hasn’t responded—reminders only work for private surveys when dates are set.)
  

Final Steps:

• Preview Survey: Opens your survey in a new tab exactly as respondents will see it, so you can test it and share this link with others to review. Refresh the webpage and you can start the survey again. Results are not saved.
• Share: Displays the survey link and QR code so you can distribute them separately if needed. These only work once the survey has launched.
• Finish – Launch the survey
• Or Save for Later if you’re still working on it

🔧 Managing the Survey After Launch

Once your survey is live, you can:

• Edit questions and settings anytime
• View response data from the Dashboard
  
• Re-access the share link or QR code
  
• Update permissions or respondent visibility
• Use Survey Settings (after clicking the Edit button, then look to the bottom left) to manage details

⛔ Current Limitations for Self-Service Custom Surveys

We’re always working to make surveys even better. Right now, here’s what isn’t available for self-service custom surveys:

• Branching logic (skip or show questions based on answers)
• Rating scales larger than 1–5

Reach out to your CSM if you need help with this functionality.

Have feedback? We’d love to hear it—your ideas help shape what comes next.

Have Questions?

Your Customer Success Manager is here to help. Or send an email to support@gohappyhub.com.

If you’re unsure about anything—or just want a quick walkthrough—reach out anytime. We’ve got your back.