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You can customize your survey emails to include either a survey Rating form or to display a Web link to your survey form. This is how the Web link will look like in your email

Select the recipient for the survey. Note that the surveys won't be sent for unassigned tickets if the Assignee is selected.

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:

• $$Reporter$$
• $$issueKey$$
• $$issueLink$$
• $$Summary$$
• $$Assignee$$
  
• $$ratingSelector$$
• $$ratingSDLink$$ (for service projects)
• $$issuetype$$
• $$project$$
• $$created$$
• $$updated$$
• $$status$$$$description$$
• $$summary$$
• $$lastcomment$$
  
  

Enter an introductory text for your survey.

The following placeholder variables are available:

• • $$Reporter$$
  • $$Assignee$$
  • $$issueKey$$
  • $$Summary$$
  • $$issuetype$$
  • $$project$$
  • $$created$$
  • $$updated$$
  • $$status$$
  • $$description$$
  • $$summary$$
  • $$lastcomment$$
    

HTML is also supported so you can add nice formatting to your surveys.

Use the question dialog to add questions, specify whether a question is required to answer, add options for the single and multiple choice questions.

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:

View the type of the question – text, checkbox, or dropdown for instance View whether a question is required for a user to answer View whether the question is active at the moment. You can deactivate a question if you temporarily don't wish to ask your users that but don't want to lose it and keep it until the time you want to turn it back on. You can activate and deactivate questions from the Actions menu in the table. Change the order of the questions in your survey. To do that, use the Actions menu in the table. Edit and delete questions

Select a status that will trigger a survey. For instance, if you select "Done", then whenever the tickets in this project reach the "Done" stage, an email survey will be sent to the selected recipient.

You can set different issue types separately. For instance, you can opt to only send surveys for the "Bug" issue type.

You can create a custom JQL query to serve as a trigger point for the survey. Then you can just select your saved filter for this option. For example, you can survey on the tickets that belong to a certain product component or filter out requests of a certain type only.

You can filter your surveys even further.

By default, the app draws on the Priority field but you can select another single select custom field.

For example, you can:

• Survey people for all critical and major bugs (100%), send the survey to only 50% of the medium bugs randomly, and not survey people on minor and trivial bugs at all (0%).
• Survey people that report bugs on Windows (100% for the Operating System custom field) and not survey the ones that are on Mac OS X or other operating systems (0% for other values for this custom field) so that people using other operating systems are not affected by this.