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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. 

Programs are collaborative workspaces. They let your team coordinate surveys, manage initiatives together, and collect feedback over time. 

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 use a survey in multiple programs at the same time.
  • To add a survey to a program, you must be the program Owner or Editor
  • To remove a survey from a program, you must be the program Owner or Editor.
  • Removing a survey doesn't delete it. To permanently delete a survey that you own, you must go to the All surveys page.
  • You can share programs with other people on your team if you have a Teams or Enterprise plan. You can’t share programs outside your team. 
  • Only the program owners can delete a program.

Based on your answers in Your Profile, we recommend 3 programs just for you. 

To use programs we recommend:

  1. From Home, select Made for you.
  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, quarterly, or ad hoc. Depending on your plan, you can set a cadence for Web link and Email collectors to schedule when your survey opens and collects responses.

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

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

To create a new program:

  1. Go to Home, find Programs, and select the + icon next to it.
  2. Enter a Program title and program goal (optional), and select Create.

Now, 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 from an existing folder:

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

You can see your surveys on the program overview page, just below your Trends tile. You can sort the survey list by survey title or response count.

To edit or remove a survey:

  1. Select the survey title you want to edit or select the three dots (...) next to the survey.
  2. 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 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 set, your survey's status updates to Scheduled

If you are the program Owner or Editor, you can share programs with others in your team. When sharing, you can assign others as a Program Editor or Program Viewer.

Here's a basic overview of the program roles:

RolePermissions 
Program ownerThe person has full control, can assign roles, and delete a program.
Program editorThe person can add or remove surveys, share the program with others, manage dashboards and collectors, and maintain the program structure.
Program viewerHas read-only access to view the program, its surveys, and dashboards. They can’t share with others and can’t edit the program dashboard.

You can add shared surveys to a program if you are the Program Owner or Program Editor when the survey meets the requirements. This way, your team can work on surveys in programs together.

To add a survey to a program, the survey must meet one of these requirements: 

  • You own the survey
  • You have Edit access to create, collect, and analyze the survey, and the survey owner allowed the Team members can reshare this survey.

Programs use an additive permission model. Your access to a survey is determined by the highest permission you have from either:

We give you the highest level of access available by default. Programs never replace your survey permissions; they only add to them.

  • Direct survey access is higher: If you have Edit access to a survey directly, but someone adds you to the program as a Viewer, you keep your Edit access to the survey.
  • Program role is higher: If you have View access to a survey directly, but someone adds you to the program as an Editor, you get Edit access to the survey while working inside the program.
  • Survey not shared directly: If someone adds you to a program as an Editor, but does not share the survey with you directly, you receive Edit access to the survey through the program.
  • Access changes when removed from a program: If someone removes you from the program, you lose your program-based permissions. For example, if your direct survey access is View and your program role is Editor, your access is Editor while working in the program, but your access level drops back to View when you leave the program.

To summarize, here’s how your access permissions are calculated:

Direct Survey AccessProgram Role AccessFinal Access Permissions
EditViewerEdit
ViewEditorEdit
NoneEditorEdit
ViewViewerView

Each program includes an interactive Trends tile on your program overview page to help you track your data at a glance. This tile embeds Multi-survey Analysis capabilities into your workspace. You can hover over the chart to see specific program details and data points.

To set up and customize the program’s trends:

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

You can Edit your tile any time.

To analyze your program data in greater detail, select Open dashboard.

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.