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subtletrue
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titlealmost done
 need screenshots & verify group feature implementation

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FieldDescription
Survey Title

Deprecated in v4.0.0.

In the new versions of Surveys for Jira you can edit the name for your surveys right in the surveys table, no need to go to the settings of each individual survey. Just click the name of the survey in the table and enter a new one. This will help you differentiate between your surveys. For instance, "Christmas branded survey", "Default survey", "Test survey on September 15" will instantly help you find the necessary one.

Email SubjectEnter an email subject that you want your end users to see in the survey email.
Survey Recipient

In most cases survey recipient would be the reporter of the ticket.

In addition to that, our users also found it to be convenient to be able to select a different user or even send surveys to several recipients.

Info

Group survey feature is available starting with v4.0.0 of the app.

You can send surveys to:

  • Single User – that can be a ticket Assignee, Reporter, or a custom single user that exists in your Jira.
     
  • User Group - enables you to send a survey to theselected Jira user groups. Be aware that group survey is sent once per ticket. This option is useful if you want to survey a set group of Jira users, survey your project team in the end of the sprint (sprint retro), survey your QA team separately, or HR department in your company for instance.



  • Multi User Picker CF – this option is extremely popular with companies that want to survey multiple people but sets of those people are dynamic and can be different for every ticket, so a multi user picker custom field is used for that.
    For example, upon resolving a bug you can survey all ticket participants, not just a ticket reporter, and survey participants might differ for any particular ticket. Like the previous option, note that the group survey will only be sent once per ticket.

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  • Custom - with this option you can create any custom surveys for any specified Jira users, you are not limited by a user group. Select multiple Jira users by entering their names or emails. Like the previous option, note that the group survey will only be sent once per ticket.
    For this option you can select both internal Jira users and customers of your Service Desk support portal, that is your clients that created accounts in your support portal.


Use project email for 'Reply To'By default, the surveys are sent from Jira service account, and people cannot reply to the survey emails. You can opt to select the email from the project settings as a reply-to email for the surveys.
Email Body

Here you can design a body of your survey that the end user will receive. You can use the placeholder variables in order to personalize your email template. To add a placeholder variable just click it in a list of placeholders.

The placeholder values wrapped by "$$" signs will be populated by the information submitted in the ticket that triggers the survey. The following placeholder variables are available:

PlaceholderExample
$$assignee$$

This is how placeholders might be used in the survey settings:

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This is how the placeholders will look in the actual email sent to the user. They are replaced with actual values from Jira (highlighted). Note how the $$weblink$$ placeholder shows as a link to the survey.

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$$created$$
$$creator$$
$$description$$
$$issuekey$$
$$issuetype$$
$$lastcomment$$
$$linkissue$$
$$project$$
$$reporter$$
$$status$$
$$summary$$
$$updated$$
$$weblink$$


Note
titleImportant

This is critically important to insert the $$weblink$$ placeholder because it generates the URL to your survey.
The Edit button enables you to customize the name of the weblink shown in the survey email. 
For instance, you can make a link with a simple text message "Click here to access survey" or insert a linked image.

Preview button

Click this button to get a sense how your survey email might look like for a survey recipient.
This will not trigger any surveys but will just show a preview of a survey email as it's configured in the settings.

Survey Email Include

You can customize your survey emails to include either a survey rating scale or to display a link to your survey form that you can also further customize.

You can change the text for the link or show it as an image instead. For example, you can display the link to the survey as a button in your survey email. Use Upload resources to add a custom image, then edit the weblink and use the Insert resources button to use your visual assets.

Work WithDepending on how you want to shape your surveys you can choose to work with star rating or specify a yes/no question as the main survey question for the users.
Rating Elements

Some companies find it useful to work with a number scale as an alternative to a star scale. This is just a matter of preference but we made sure that you can use both a star system (like Amazon or Google) or a number system (like Booking).

For the number scale we have also implemented an option to include a zero rating as some companies find it useful in their surveying processes.

Rates Count

You can choose to have a default 5 rating scale or decide to simplify it to less rating elements (3 - Good, 2 - Medium, 1 - Bad for instance) or have more granularity and change the rates count up till 10 for more sophisticated surveys.

Warning

We highly recommend that you reset your survey statistics before changing your rating scale. Otherwise you risk to receive confusing data in your survey reports.

For example, you had a 5 star survey and moved to the 10 star one. All positive feedback with 5 stars that meant happy and satisfied users would no longer look as such on a 10 star scale.


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