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Organize Your Surveys Using Programs

Programs connect multiple surveys with related questions to show you trends across your data sets—so you can take action on what matters. 

Choose a recommended program from Made for you to launch quickly, or create your own program for full flexibility.

Programs have the following requirements and limitations:

  • You can only add a survey to a program if you own both the survey and the program.
  • Surveys can only exist in one program at a time. 
  • You can’t share programs or trends with other people.
  • You can remove a survey from a program, but you can only permanently delete it from All surveys.

Based on your answers in Your Profile, we recommend three programs just for you. 

To use programs we recommend:

  1. From Home, go to the Made for you tab.
  2. Review the three programs we recommend, and select Use program on the one you want to use. This opens the program's overview page, where you can see program details, trends, and surveys attached to the program.

To help you track data over time, recommended programs may suggest a recurrence frequency—daily, weekly, monthly, or quarterly. Depending on your package, you can set a cadence for Web link and Email collectors to automatically schedule when your survey opens and collects responses.

You can create your own program for your specific requirements. When creating a program, you can create new surveys for it or use your existing surveys. 

Surveys created or used within a program can only belong to one program at a time. However, you can still access them from All surveys to organize into folders, send, or analyze.

You can create a new program and add your surveys to it.

To create a new program:

  1. Go to Home, and select the + icon on the Programs tab.
  2. Enter a Program title and Description (optional), and select Create.

You can start adding surveys to your program.

If you already organize your surveys using folders, you can quickly convert an existing folder into a program.

To create a program using an existing folder:

  1. From Home, go to Folders.
  2. Select three dots (...) next to the Folder you want to use, and select Create program.
  3. Enter a Program title and Description (optional), and select Create.

If you are creating a program, you can easily add new surveys or existing ones—even if they’ve already collected responses. 

To add a survey to a program:

  1. Go to your Program page, and select Add surveys.
  2. If you want to use your existing surveys, select the surveys you want to Add to program.
  3. If you want to create a new survey, select Create survey

To edit or remove a survey:

  1. Select the survey title you want to edit or the three dots (...) next to the survey.
  2. From three dots (...), select Edit survey to make any changes, or Remove from program to remove it.

To help you track data over time, recommended programs may suggest how often to send each survey, such as quarterly. Depending on your plan, you can set up recurrence using an Email invitation or a Web link collector. Multilingual collectors do not support recurrence.

  • For Web link collector: Choose Web link. Go to Options and set your recurrence using the Recurrence settings. 
  • For Email collector (Enterprise only—if you're interested, contact sales): Select Email invitation, then select Next. Edit your Options if needed, and select Next. In Step 3, select Set up recurring email to set your recurrence. 

Once you save your recurrence settings, your survey's status updates to Scheduled

Each program includes a Trends tile to help you track your data at a glance. If your survey doesn’t have responses yet, your tile won’t show any data.

To set up and customize the program’s trends:

  • Select Create tile.
  • Choose the tile type you want to use, and select Continue to Data.
  • Choose the questions you want to see, and select Continue to Visualization.
  • Choose a visualization for the tile, and select Create Tile.

You can edit your tile any time by selecting Edit.

To analyze your program data in greater detail, select Open dashboard. Programs use Multi-survey Analysis to help you compare results across all your connected surveys.

Deleting a program doesn't delete any surveys within it. Your surveys remain in All Surveys.

To delete a program:

  1. From Home, find the program you want to delete.
  2. Select the three dots (...) next to the program.
  3. Select Delete.
  4. Select Delete to confirm.