Creating Surveys

Overview

This article will guide you through creating a Survey in Learn Amp and explain how to choose the right Survey type for your needs. Surveys are a versatile tool for gathering feedback, whether you're measuring satisfaction, evaluating content, or collecting performance input.

Functionality Breakdown

When creating a Survey, you can choose from three types:

Regular Survey

• Sent to specific individuals, teams, groups, or the entire organisation

• Can be one-off or set to repeat on a cycle

• Ideal for organisation-wide or event-specific feedback

Content Survey

• Embedded into a Learnlist or Channel

• Visible only to users assigned to that content

• Best used to evaluate or gather feedback on specific learning materials

Observation Survey

• Typically completed by a manager, coach, or peer

• Can be about the user themselves or another person

• Designed for behavioural feedback, coaching assessments, or peer recognition

Pre-requisites

Before creating a Survey, ensure:

• You have the appropriate Admin or Curator permissions

• You know which type of Survey best fits your objective

• You've decided who should receive and complete the Survey

Required User Roles

To create and configure a Survey, you must have one of the following roles:

Creating a Survey

• Owner – Full access within their company

• Admin – Administrative access within their company

• Learning Designer – Can create and manage learning content

• Curator – Can create Surveys if they have the "Issue Surveys" permission override enabled in their policy settings

• Manager – Can create Surveys if:

  • Surveys are enabled for their company

  • Their manager permissions allow for Survey creation

Editing a Survey

To edit an existing Survey, you must:

• Have one of the roles above, or

• Be explicitly added as an editor via the "Who can edit?" field in Advanced Settings, or

• Be the original creator of the Survey

If you've been granted edit permissions on a specific Survey, you'll automatically have edit access for all Surveys of that same type.

Quick Start Guide

Follow these steps to create a Survey:

1. Go to Add New → Survey

   • Navigate to Manage → Learning Content → Surveys in the sidebar navigation

   • Click + Add New and select Survey under the Assessment section

2. Select a Survey Type

   • Choose from Regular, Content, or Observation

   • The setup steps will adjust depending on the type selected

3. Complete Survey Details

   • Add a name and optional description

   • Upload a tile image if desired

   • Expand Advanced Settings to configure:

     • Display mode: Choose between single-page (all questions on one page) or multi-page (one question per page with navigation)

     • Estimated completion time: Help users understand how long the Survey will take

     • Display question numbers: Toggle whether question numbers are shown (useful for checklists)

     • Completion notifications: Choose who gets notified when responses are submitted (e.g. notify manager or coach)

     • Permissions: Assign edit access beyond default Admin/Curator roles

4. Create Questions

   • Add a mix of question types:

     • Free-text – open-ended response

     • Radio button – single-choice answer

     • Drop-down – single-choice from a drop-down menu

     • Multiple Choice – select multiple answers

     • Opinion Scale – rating scale with optional free-text comment

     • Poll – collect votes; optionally assign weights for analysis

   • Reorder questions: Drag and drop questions to change their sequence (see Reordering Survey Questions for details)

5. Set Recipients

   • Regular: Choose individual users, teams, groups, or the full company. You can also exclude specific users. Team/Group selections are dynamic, so new members will be included automatically.

   • Content: Automatically assigned to users who have access to the linked Learnlist or Channel.

   • Observation: Assign to managers/coaches or their teams; define whether the feedback is about the user or another person.

6. Schedule Issuing

   • Choose between a One-off or a Cycle (recurring)

   • Set the first issue date (immediate or future date)

   • For cycles, choose the frequency (e.g. weekly, monthly)

7. Review & Launch

   • Review recipient list and issuance settings

   • Click Done to activate your Survey

Previewing Your Survey

Before issuing a Survey, you can preview it to see exactly how it will appear to respondents. This helps you verify the layout, question order, and overall user experience.

How to Preview a Survey

1. Navigate to Manage → Learning Content → Surveys in the sidebar navigation

2. Open the Survey you want to preview

3. Click the Preview button (or select Preview from the actions menu)

4. The Survey will open in preview mode, showing how respondents will see it

What Preview Mode Shows

• The full Survey layout (single-page or multi-page, depending on your settings)

• All questions in their correct order

• Question formatting and answer options

• Navigation between questions (for multi-page Surveys)

Preview Mode Limitations

• Answers are not saved: Any responses entered during preview are discarded

• Submissions are disabled: You cannot submit the Survey in preview mode

• No activity tracking: Preview does not count as viewing, starting, or completing the Survey

💡 Tip: Use preview mode to check your Survey before issuing, especially for longer Surveys or those with complex question types. This helps catch formatting issues or unclear questions before respondents see them.

Using Advanced Groupings for Recipients

If your organisation uses Advanced Groupings, you can assign Surveys to these dynamic user lists for more sophisticated targeting:

1. In the Recipients step, select Advanced Grouping as your recipient type

2. Choose one or more Advanced Groupings from the list

3. The Survey will be issued to all users matching the grouping's filters

4. As users join or leave the grouping, future occurrences automatically update

💡 Tip: Advanced Groupings are ideal for targeting users based on complex criteria like job role, location, department combinations, or custom fields. This is particularly powerful for recurring Surveys where your audience may change over time.

⚠️ Note: Advanced Groupings are a separate feature that must be enabled for your company. Contact your Admin if you don't see this option.

Display Modes Explained

Single-Page Display

• All questions appear on one page

• Users can see the entire Survey at once

• Best for shorter Surveys or when you want users to review all questions before answering

• Users can navigate between questions or answer them in any order (depending on Survey configuration)

Multi-Page Display

• One question appears per page

• Users navigate forward and backward through questions

• Best for longer Surveys or when you want to guide users through questions sequentially

• Creates a more focused experience, reducing cognitive load

💡 Tip: Choose single-page for quick feedback Surveys. Use multi-page for longer, more complex Surveys where you want to guide users step-by-step.

Saving Draft Responses

Users don't have to complete a Survey in one sitting. Learn Amp supports saving progress:

How Draft Saving Works

• While completing a Survey, users can click Save Draft to save their progress

• Draft responses are stored securely and linked to the user's account

• Users can return to the Survey at any time to continue from where they left off

• When returning, the system automatically redirects to the next unanswered question

What Gets Saved

• All answered questions

• Partial progress on the current question

• The user's position in the Survey

Completing a Saved Draft

1. Return to the Survey from your assigned items or notifications

2. The system will prompt you to continue your in-progress response

3. Complete any remaining questions

4. Click Submit to finalise your response

💡 Tip: Draft saving is particularly useful for longer Surveys or when users are interrupted. It encourages completion by removing the pressure to finish in one session.

FAQs

Q: Can I edit a Survey after publishing?
A: You can edit content and recipients until the Survey is issued. Once active, certain fields become locked.

Q: Can I duplicate a Survey?
A: Yes, you can duplicate an existing Survey to reuse structure and questions. See Duplicating Surveys for details.

Q: Can I change the Survey type after starting?
A: No. Survey types are fixed once selected.

Q: Can I change the display mode after creating the Survey?
A: Yes, you can change between single-page and multi-page modes in Advanced Settings, even after the Survey has been created.

Q: How do I reorder questions?
A: In the Questions section, drag and drop questions to change their order. See Reordering Survey Questions for detailed guidance.

Q: Should I hide question numbers for checklists?
A: Yes. When creating checklists using Multiple Choice questions, hide question numbers in Advanced Settings to create a cleaner checklist appearance.

Q: Can I change question order after the Survey has been issued?
A: Yes, but users who have already started the Survey will see questions in the original order. Only new respondents will see the new order.

Q: Can users save their progress and come back later?
A: Yes. Users can click Save Draft at any time to save their progress. They can return to the Survey later and continue from where they left off.

Q: How do users know they have a draft saved?
A: When returning to a Survey with saved progress, the system automatically prompts them to continue their in-progress response.

Q: What happens to drafts if the Survey deadline passes?
A: Draft responses remain saved but may not be submittable if the deadline has passed. Encourage users to complete Surveys before the deadline.

Q: Can I use Advanced Groupings to target specific users?
A: Yes. If Advanced Groupings are enabled for your company, you can select them as recipients. This allows dynamic targeting based on user attributes, teams, and custom filters.

Q: Can I preview a Survey before issuing it?
A: Yes. Click Preview to see exactly how the Survey will appear to respondents. Answers entered in preview mode are not saved.

Q: Who can preview a Survey?
A: Anyone with view permissions on the Survey can preview it, including Admins, Learning Designers, Curators, and users with explicit edit access.

Troubleshooting