...

This page describes configuring a survey for the versions 4.0 and above. The concepts and logic are similar to the previous versions but for your convenience we have kept documentation for the previous versions here.

Prerequisites

• Ensure that your user has Admin permissions in the Jira project where you want to create a survey
• Ensure that you have Surveys for Jira installed Jira installed and configured
• Ensure that you have the necessary project(s) selected for selected for the surveys

Creating a

...

survey

1. In the Jira project where you want to create a survey, go to the project settings.
2. In the SURVEYS FOR JIRA section on the left panel, click Surveys, which will open the Project Surveys page.
3. Click Click Add New Survey.
4. Go through the survey wizard and fill out the necessary fields as shown in the sections belowsections below.
5. Click Save.

In the new versions of Surveys for Jira you can edit the name for your surveys right in the surveys table, no need to got 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 XYZ dateSeptember 15" will instantly help you find the necessary one.

Survey tabs

• Email
• Form
• Conditions

Email

The Email tab is used for specifying details on how a survey email will look like and which content it will have.

...

Survey As you design the header and footer, you JIRA fields automate FooterUse the Footer field to provide a nice finish email clients found . We listened and implemented.

Field	Description
Email Subject	Enter an email subject that you want your end users to see in the survey email.
Survey Recipient	Status colour Yellow title in progress In most cases survey recipient would be the reporter of the ticket. In addition to that, we decided it would also be convenient for you to be able to select a different user or even send your surveys to several recipients. Info Group survey feature is available starting with vXYZ v4.0.0 of the app. 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.
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.
Survey	Survey Email Reply ToUse 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.	Survey Recipient
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. 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. Image Modified
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. 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 options	If 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. For example, you used to have 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.

Questions

If a basic survey is limited to one survey question and one comment, custom survey enables you to add several custom questions to your survey and work with single/multiple choice questions and/or text fields.

...

• #Form — inputs a dynamic rating diagram
• #SdQuestion — inserts the questions created in the previous section

As user for a comment - If 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.

Additionally, you can select the </> html button if you want to upload your own coded template. If you want to upload and reference images, use the Upload Resources and Insert Resources buttons. In addition to these, you can use CSS to give a completely new look to your surveys - pumpkin rates for the Halloween time surveys, smileys forApril 1, company logo or corporate background are just among the few.

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.

...