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  1. Log into your Jira instance as Admin.
  2. Go to cog wheel and select Projects.
  3. Click the project that you have enabled the surveys for.
  4. On the left panel, click SD Survey, which brings up the All Surveys page:


     
  5. Click Add New Survey.
  6. Go through the wizard step by step filling out the necessary fields as shown in the sections below.
  7. Click Finish.

Survey tabs

Content

Content tab — used for specifying details on how a survey email will look like and which content it should have.

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FieldDescription
Survey TitleThink up a name for your survey. This is an internal name to help you differentiate between your surveys.
Survey Settings

When you add a new survey, a basic survey with the most standard settings is created. Select "Advanced" here to enable advanced settings for a more tailored survey configuration.

When you do so, new tabs appear with additional options – Questions and Advanced Survey.

Survey Email IncludeYou can customize your survey emails to include either a survey rating scale or to display a link to your survey form.
Survey Email SubjectEnter an email subject that you want your end users to see in the survey email.
Survey Email Reply ToBy 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.
Survey Recipient

You can customize your survey emails by sending them either to one or several recipients

  • Single User 
  • Group - select multiple Jira user groups. Be aware that group survey will only be sent once per ticket. Since group survey can only be sent once per ticket, you will not have the history of users' answers but all instances of their answers are stored in the database.



  • Custom - select multiple Jira users, you cam also enter user names or emails to find the necessary people. Be aware that group survey will only be sent once per ticket. Since group survey can only be sent once per ticket, you will not have the history of users' answers but all instances of their answers are stored in the database.

    Image Added
Survey Email Body

Here you can design a body of your survey that the end user will receive. As you design the header and footer, you can use the placeholder JIRA fields in order to automate your email template. The placeholder values wrapped by "$$" signs will be populated by the information submitted in the ticket that triggers the survey.

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.

Note

Be sure to insert the "$$weblink$$" placeholder in order to generate the URL of the custom template. The Edit button enables you to customize the name of the weblink shown in the email survey. 
For instance, you can make a link with a simple text message "Click here to access survey" or insert a linked image.


Email FooterUse the Footer field to provide a nice finish to your survey email.
Work WithDepending on how you want to shape your surveys you can choose to work with star rating or specify a yes/no question for the users.
Rating ElementsSome clients found it useful to work with a number scale as an alternative to a star scale. We listened and implemented. (smile)
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.


Other optionsIf you would like your users to submit a comment along with their star rating, select "Yes" for the Ask user for comment? option. You can modify whether this comment should be visible in the original ticket or only saved in a survey report and accessible to the Administrator only.

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