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:
Based on your answers in Your Profile, we recommend 3 programs just for you.
To use programs we recommend:
To help you track data over time, recommended programs may suggest a recurrence frequency for your surveys— weekly, monthly, quarterly, semi-annually, annually. Depending on your plan, you can set a cadence for Web link 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:
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:
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:
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:
On certain paid plans, you can set up an automated schedule using a Web link collector. You can create an independent schedule for each survey.
A schedule collects survey data through a series of related collectors called Rounds. Each round has a unique Web link. Once scheduled, rounds open and close automatically based on the rules you set. Because each round links to a specific time period, you can easily track your trends over time without extra effort.
To schedule your surveys:
Once saved, your survey status changes from To be scheduled to Open. The Schedule column shows your survey’s frequency, such as annually or weekly.
To share a survey round, click the link icon next to that specific round to copy the link and share it with your recipients.
Your rounds always progress in chronological order. Each round shows a status of Upcoming, Open, or Closed, so you can see exactly what happens at a glance.
You receive an email notification and an in-product message when a round opens. You also receive a reminder notification three days before a round closes.
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:
| Role | Permissions |
| Program owner | The person has full control, can assign roles, and delete a program. |
| Program editor | The person can add or remove surveys, share the program with others, manage dashboards and collectors, and maintain the program structure. |
| Program viewer | Has 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:
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.
To summarize, here’s how your access permissions are calculated:
| Direct Survey Access | Program Role Access | Final Access Permissions |
| Edit | Viewer | Edit |
| View | Editor | Edit |
| None | Editor | Edit |
| View | Viewer | View |
Scorecards at the top of your program overview page give you an immediate snapshot of how your program is performing across key performance indicators (KPIs) like NPS, CSAT, Engagement score, and rating. These scorecards calculate your metrics by pulling data from the same question types across the different surveys connected to your program, comparing your current performance to your previous time period. At this time, you can’t edit these scorecards.
Each program includes an interactive Trends tile on your program overview page to help you track your data at a glance. The Trends tile embeds Multi-survey Analysis capabilities into your workspace. You can hover over the chart to see specific program details and data points.
If your survey doesn’t have responses yet, your tile won’t show any data.
To set up and customize the program’s trends:
You can Edit your tile any time. To analyze your program data in greater detail, select Open dashboard.
As your linked surveys collect responses, your insights section automatically populates with key takeaways under the Surveys title, saving you from having to read through every individual response.
Powered by our Insights feature, it leverages Sentiment Analysis and Thematic Analysis to summarize common themes and tones. As more people take your surveys, the takeaways automatically refresh with new data.
Deleting a program doesn't delete any surveys within it. Your surveys remain in All surveys.
To delete a program: