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- In the Jira project where you want to create a survey, go to the project settings.
- In the SURVEYS FOR JIRA section on the left panel, click Surveys, which will open the Project Surveys page.
- Click Add New Survey.
- Go through the survey wizard and fill out the necessary fields as shown in the sections below.
- Click Save.
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Survey tabs
The Email tab is used for specifying details on how a survey email will look like and which content it will have.
| Field | Description |
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| 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 |
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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. |
Survey tabs
The Email tab is used for specifying details on how a survey email will look like and which content it will have.
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| Email Subject | Enter an email subject that Email Subject | Enter 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.
You can send surveys to:
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| 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:
You can make your survey stand out by designing it in line with your company brand. Use Upload resources and Insert resources buttons to use your visual assets. For example, you can display the link to the survey as a button in your survey email:
Preview button Click this button to get a sense how your survey email might look like for a survey recipient. | |||||||||||||||||||||
| 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. | |||||||||||||||||||||
| Work With | Depending 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.
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Your users are notified about the surveys via email and then can open a survey form by clicking a rating scale or a link embedded in the email. Use the Form tab to configure your surveys once the users open a survey form from the email. This is the essence of the survey where you put all your survey questions.
| Field | Description |
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| Form | Form|
| Here you specify the introductory text for your survey form and define general survey form settings. | |
| Form body | Enter an introductory text for your survey. Use a WYSIWYG editor to build your own template. You can use CSS to give a branded look to your surveys - pumpkin rates for the Halloween time surveys, smileys for April 1, company logo or corporate background are just among the few ideas of what's possible. Click the </> button to upload your coded template. If you want to upload and reference images, use the Upload Resources and Insert Resources buttons. |
| Ask user for a comment | If you would like your users to submit a comment along with their star rating, select "Yes" for this option. You can set up your surveys to ask for the comment only if a negative rating is given. |
| Thank you message | Appreciate feedback your users provide with this message. It's shown to the user when they submit survey answers. |
| URL for expired surveys | For you to have accurate data there is no possibility to answer the survey again if it was answered already. If a person submits their feedback, goes to the email and tries to enter a survey again, they will be presented with a message and a link where they can submit more feedback or raise another ticket. Usually companies like to enter a URL for their Service Desk portal so that there is still connection with the users. |
| Questions | Question dialog | Preview |
Use the Questions section to add any custom questions to your survey. When inserting your own questions, select the type of question you'd like to create and supply the appropriate options.
You can also specify which questions are required to answer.
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Advanced Survey
The placeholders section contains two additional items that are not available on the Content tab.
Be sure to add both placeholders into your survey message.
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| Ask user for a comment | If you would like your users to submit a comment along with their star rating, select "Yes" for this option. You can set up your surveys to ask for the comment only if a negative rating is given. | |
| Thank you message | Appreciate feedback your users provide with this message. It's shown to the user after they submit survey answers. Alternatively, you can select not to notify a user. | |
| URL for expired surveys | If for some reason, a user opens the survey which has already expired, they can be redirected to your Service Desk portal or any other URL that you specify in this field. For you to have accurate data there is no possibility to answer the survey again if it was answered already. If a person submits their feedback, goes to the email and tries to enter a survey again, they will be presented with a message and a link where they can submit more feedback or raise another ticket. Usually companies like to enter a URL for their Service Desk portal so that there is still connection with the users. | |
| Questions | ||
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| Here you can add various types of questions to your survey, define their order, and define other question related settings. | ||
| Question dialog | Use the question dialog to add questions, specify whether a question is required to answer, add options for the single and multiple choice questions.
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| Questions table | As you add questions to your survey they are displayed in the Questions table. In the table you can perform the following actions with the survey questions:
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| Preview | Once you specify the form settings and add the necessary questions to your survey, it's time to save your changes. Once you do that, click the Preview button. It opens a dialog where you can see how your survey will look like for your users. This will not trigger any surveys and is a convenient way to do a quick health check without emailing anyone. If you actually want to send a test survey, we recommend that you use the Test survey button described here. | |
Conditions
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Trigger Point
On the Trigger Point tab, you can specify a condition that should trigger the email survey. This could be a change in the ticket status or a more complex JQL query.
Status change
By default, the "Done" status is set as trigger point, so whenever such issues reach the "Done" stage, an email survey is sent to the reporter - pending the survey frequency which you set in the next step.
JQL query
Alternatively, you can create a custom JQL query to serve as a trigger point or select a filter among the available saved filters.
Integration with SIL
Starting with v3.2.3 for Jira 7 and v3.3.3 for Jira8, we have added the possibility for you to add automation and trigger other actions once the survey is sent or survey feedback is received. For instance, you can have an automatic comment posted in the ticket indicating that the survey was sent (as on the picture below) or change assignee, create another ticket, and so on. Now the endless possibilities of SIL are brought into Surveys for Jira.
Frequency
Use this tab to specify the frequency at which the survey will be sent out based on the issues' level of importance.
By default, the app draws on the Priority field. So for instance if you set the frequency to 100% for the Blocker tickets and 10% for Normal ones – every reporter who submitted a Blocker ticket will receive a survey if it hits the trigger point and only 10% of reporters who submitted a Normal ticket will receive a survey pending ticket status.
Alternatively, you can send surveys for only part of the tickets in your project, for instance, if you select the 100% for the Product 1, as in the screenshot, you will only survey people who submitted tickets for the products 1 and users of other products will not be affected.
Success Message
Use a Success Message field to specify what the Reporter will see after they've submitted the survey. Alternatively, you can select not to notify a user.
Service Desk URL — if for some reason, a user opens the survey which has already expired, they can be redirected to your Service Desk portal or any other URL that you specify in this field.
Survey Preview
Use the Preview button to see at what your survey email and survey form will look like for a survey recipient. This is very handy as you can make quick sanity checks before sending any surveys.
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survey will be sent out based on the issues' level of importance.
By default, the app draws on the Priority field. So for instance if you set the frequency to 100% for the Blocker tickets and 10% for Normal ones – every reporter who submitted a Blocker ticket will receive a survey if it hits the trigger point and only 10% of reporters who submitted a Normal ticket will receive a survey pending ticket status.
Alternatively, you can send surveys for only part of the tickets in your project, for instance, if you select the 100% for the Product 1, as in the screenshot, you will only survey people who submitted tickets for the products 1 and users of other products will not be affected.
Testing your surveys
You can send an actual survey to test the complete flow before you turn the survey functionality on for all your users. Once you click this button, a dialog form appears where you specify the following information:
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What's next?
See
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