Custom Question Bank

ENTERPRISE FEATURE: If you already have an Enterprise plan, contact your Customer Success Manager to get Custom Question Bank. If you're interested in an Enterprise plan, contact sales.

Custom Question Bank lets Primary Admins and Admins add custom questions to their team’s Library. Anyone in the team can add the questions to their survey from the Question Bank.

Adding Questions to the Library

Primary Admins and Admins can add survey questions to the Library.

To add a company question to the Library:

Go to the Design Survey tab, create a question, and click Save.
Hover over the question and click Library.
(Optional) Add tags. To create a new tag, click the Add tags field, type in the tag you'd like, and click Create tag. Or, choose an existing tag from the list.
Click Add to Library.

Managing Questions in the Library

Primary Admins and Admins can update and delete company questions.

Update Company Questions

When you update a company question in your team’s Library, the new version of the question becomes available to your team to add to new surveys moving forward. It doesn't update any existing surveys using older versions of the question.

To update a company question:

In the Design Survey tab, add the company question you want to update.
Edit the question and options and click Save.
Hover over the question and click Library.
Review the question and update the tags.
Click Update Question to save the new version to the Library.

If the question you're trying to update already matches the version in your Library, you'll see Matches Library.

Deleting Company Questions

To delete a question from the Library:

Click your username in the upper-right corner and select Library.
Find the question you want to delete, click ., and select Delete.
Click Delete.

When you delete a question from the Library, it doesn’t delete the question from existing surveys using the question.

Adding Company Questions to Surveys

When you add questions to the Library, they become available in the Question Bank. Everyone in your team can search and browse company questions in the Question Bank and add them to their surveys.

To add a company question to your survey:

In the Design Survey tab, click QUESTION BANK in the left sidebar.
Click [YourTeamName] Question Bank to view all your company questions.
(Optional) Filter by tag.
- Click ø Filter.
- Select one or more tags.
- Click Apply.
Select the questions to add to your survey design—they'll display in the preview on the right.
Click + Add Question.

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