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Add Survey

Summary

Plumm allows admins and superadmins to create, manage, and send surveys to participants, helping collect feedback efficiently. By creating surveys, admins can track responses, measure engagement, and analyze team or organizational insights.


In this article

  • Step 1: Accessing the Surveys Section
  • Step 2: Adding a New Survey
  • Step 3: Composing Survey Questions
  • Step 4: Managing and Editing Surveys
  • Step 5: Sending Survey Invitations
  • Frequently Asked Questions (FAQ)

Before you begin

Before creating a survey, make sure you have the following:
  • Admin or Superadmin Access – Only users with Admin or Superadmin permissions can create and manage surveys.
  • Participant List – Know which users or teams will receive the survey.
  • Survey Goals – Have a clear purpose for the survey to guide your questions.
  • Content Prepared – Decide on the types of questions you want to include (e.g., multiple choice, text, scale).


Step 1: Accessing the Surveys Section

Surveys can be accessed in two ways depending on your workflow:

Option 1: Via Admin Section (for Admins and Superadmins)

  1. Click the Nine-Dot Menu (App Switcher) on the top left of the page.
  2. In the menu, select Admin → Surveys.
  3. You will see the Surveys page, listing all existing surveys with columns:
    • Title – Name of the survey
    • Participants – Number of participants assigned
    • Start Date / End Date – Survey duration
    • Response Rate – Number of responses vs total participants
    • Status – In Progress, Completed, or Draft

Option 2: Via Performance Tab

  1. Click the Nine-Dot Menu (App Switcher) on the top left of the page.
  2. In the menu, select Performance → Surveys.
  3. This view provides access to surveys focused on team performance and engagement.
  4. You will see the same Surveys page with all survey details, including progress and status.
Note: Both access points lead to the same Surveys module, so you can use either path depending on your preference.

Step 2: Adding a New Survey

  1. Click the + Add Survey button in the top right corner.
  2. On the Details tab, fill in:
    • Title – Name of the survey
    • Description – Optional description of the survey
    • Organisers – Select admin or team responsible for the survey
    • Optionally, mark the survey Anonymous
  3. Click Next to proceed to the Forms tab.

Step 3: Composing Survey Questions

  1. In the Forms tab, create survey questions by choosing:
    • Draft with AI – Auto-generate questions
    • I’ll Do My Own – Manually create questions
  2. Question types include:
    • Multiple Choice
    • Text
    • Free Text Question
    • Scale Question (e.g., rating from Extremely Unhappy → Extremely Happy)
  3. Optionally, organize questions into multiple sections for better structure.

Step 4: Managing and Editing Surveys

  1. On the survey list, click the three dots (⋮) next to a survey title. Options include:
    • Edit – Update survey details or questions
    • Preview – View how the survey will appear to participants
    • Delete – Remove the survey permanently
  2. Monitor survey response rates in the main list (e.g., 3/79 responses)
  3. View detailed responses by clicking on the survey title if permitted

Step 5: Sending Survey Invitations

  1. Fill in Time Frame (Duration) – Number of days survey will be active
  2. Select Send From – Sender of the survey
  3. Fill in Subject and Message for the email invitation
  4. Enable Send Reminders if you want participants to get automatic follow-ups
  5. Click Save to schedule the survey

Frequently Asked Questions (FAQ)

1. How do I create a new survey?

Click the + Add Survey button, fill in the details, compose questions, set the duration, and send invitations.

2. Can I create multiple sections in a survey?

Yes, you can create multiple sections to organize questions by topic.

3.Can I assign different question types in a survey?

Yes, surveys support multiple choice, text, free text, and scale questions.

 

4.Can I use AI to generate survey questions?

Yes, use the Draft with AI option to automatically generate survey questions.
 


5.Can I preview the survey before sending?

Yes, click the Preview option in the survey menu to see how it appears to participants.
 
 

6.Can I delete a survey after creation?

Yes, click Delete in the survey options, but note this action is permanent.
 
 

7.How do I track survey responses?

Response rates are displayed in the Response Rate column, and detailed responses can be viewed by clicking the survey title
 

8.Can I assign a survey to specific participants?

Yes, participants are selected during survey creation under the Participants section.