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Installing Surveys for Jira

  1. Log into your Jira instance as Admin.
  2. Go to cog wheel and select Add-ons.
  3. In the Add-ons tab, click Manage add-ons.
  4. Click Upload add-on and select Surveys for Jira file. 

For more information about installing add-ons by file upload, see Atlassian documentation on installing add-ons.

Enabling and configuring Jira outgoing emails

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Selecting projects for surveys

Tip

To quickly see which surveys you currently have enabled, go to Administration > Add-ons and select Configuration in the SD SURVEY section.

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Start with adding projects you'd like the survey to be enabled for. To do this:

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To view Survey Feedback tab in the ticket

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Survey report configuration

Use Survey Report Configuration page to define settings for survey reports. Report settings are applied to the reports inside one project and do not affect report settings of the surveys in other projects.

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What's next

After you have installed and configured your Surveys for Jira, go give it a try! You can start by creating a default survey or choose to create a custom survey as well.

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Sending emails

Sending emails works in a different way in Jira cloud than on Jira server / Data Center. In Jira cloud you do not need to set up any SMTP server, as our own mail server will be used for that.

Access to user emails

The only thing you might need to check is whether users in your Jira accepted that their email addresses can be used. Due to privacy considerations, using someone's email cannot be forced onto a person, so without the person's consent no emails will be sent even if a ticket matches the trigger conditions for a survey to be sent. You can check Jira cloud documentation for more details on this.


These are all considerations. In the future we plan to add more configuration options for the app and we'll capture the changes here. If you have an idea or a feature request - we'd love to hear from you at products@cprime.com.

What's next?

Create your first survey