Custom Surveys let you collect feedback on specific topics that matter to your organization. Create your own survey and send it to targeted teams or segments.
What is a Custom Survey?
A Custom Survey is a one-off survey that lets Executives and Team Managers create their own questions and send them to specific groups of Employees.
You can use Custom Surveys to:
Gather feedback on internal initiatives or policies.
Follow up on trends from Pulse Survey results.
Explore topics not covered in the standard survey model.
Involve Employee Resource Groups (ERGs) in focused conversations.
Custom Surveys do not impact engagement scores. However, they provide valuable context to support continuous improvement.
Tip: Custom Survey reports include data popovers and per-question participation rates to enhance insight accuracy.
Data popovers: When hovering over chart data points, users can view actual values—such as answer counts and deltas—alongside percentages. This applies to both recurring and non-recurring Custom Surveys.
Participation rate per question: Participation metrics are available at the question level. Users can see participation rates and changes over time for all question types: multiple choice, Likert scale, opinion scale, and open-ended.
Who can create Custom Surveys?
See the table below for each Workleap role's access to Custom Survey questions and data:
Role | Custom Survey access |
Admin |
|
Executive |
|
Collaborator |
|
Direct Manager |
|
Team Manager |
|
Note: You’ll only see results after at least 3 users answer scale or multiple-choice questions. Open-ended responses stay hidden unless your audience has at least 5 people.
Tip: You can also compare results from different occurrences in a recurring Custom Survey series.
Create a Custom Survey from a template
Log in to Officevibe and select Surveys > Custom Surveys from the side menu.
Select Create Custom Survey.
Choose to Explore templates.
Browse Custom Survey templates from Officevibe, your organization, or templates you've previously created.
Hover over a template and select Preview to view all template questions and details.
When you find a template you want to use, select Use template on the template details page or when hovering your cursor over the tile on the template selection page.
Adjust the Custom Survey details as you like including:
Title.
Description.
Question text.
Question type.
You can also delete or duplicate questions and add follow-up questions for some question types.
Select Preview survey at any time to view your Custom Survey as an Employee.
When your Custom Survey is ready, select Next.
Under Audience, use the search bar to find and select the teams or segments you want to send the Custom Survey to.
You can also select your whole organization as an audience.
Under Sender, choose whether you want to appear as the survey sender or to send it anonymously from your organization.
Under Schedule, select a launch date and frequency for your Custom Survey.
If no frequency is selected, you can check the box to attach the Custom Survey to your audience's next Pulse Survey.
Choose whether you want to automatically close the Custom Survey after the chosen conditions are met or leave it open until manually closed in Officevibe.
Under Team Manager access, use the toggle to give or revoke Team Manager access to their teams' and sub-teams' Custom Survey answers.
Team Managers with access to the entire audience can edit and close the Custom Survey.
Select Schedule to launch your Custom Survey.
Once sent, participants receive a notification to respond. You can monitor responses in real time from Officevibe.
Create a Custom Survey from scratch
Log in to Officevibe and select Surveys > Custom Surveys from the side menu.
Select Create Custom Survey.
Choose to Start from scratch.
Add a title and description to your Custom Survey, then select Next.
Add questions to your Custom Survey.
Select a question type for each question. Questions can be:
Open-ended (prompt for text answers).
Opinion scale (from 0 to 10).
Multiple choice (up to 10 choices).
Likert scale (from Strongly Disagree to Strongly Agree).
You can also delete or duplicate questions and add follow-up questions for some question types.
Select Preview survey at any time to view your Custom Survey as an Employee.
When your Custom Survey is ready, select Next.
Under Audience, use the search bar to find and select the teams or segments to which you want to send the Custom Survey.
You can also select your whole organization as an audience (this action is only applicable to Executive Managers).
Under Sender, choose whether you want to appear as the survey sender or send it anonymously from your organization (this action is only applicable to Executive Managers).
Under Schedule, select a launch date and frequency for your Custom Survey.
If no frequency is selected, you can check the box to attach the Custom Survey to your audience's next Pulse Survey.
Choose whether you want to automatically close the Custom Survey after the chosen conditions are met or leave it open until manually closed in Officevibe.
Under Team Manager access, use the toggle to give or revoke Team Manager access to their teams' and sub-teams' Custom Survey answers.
Team Managers with access to the entire audience can edit and close the Custom Survey.
Select Schedule to launch your Custom Survey.
Once sent, participants receive a notification to respond. You can monitor responses in real time from Officevibe.
Export Custom Survey data
Export Custom Survey data for a team or segment
To export data from a specific Custom Survey for one team or segment:
Log in to Workleap and open Officevibe.
Select Custom Surveys under Surveys in the side menu.
Select a Custom Survey from the list.
Use the picker to select a team or segment.
Select Export to download the XLSX file.
Export Custom Survey data for your whole organization
To export data from a specific Custom Survey for your whole organization:
Log in to Workleap and open Officevibe.
Select Custom Surveys under Surveys in the side menu.
Select a Custom Survey from the list.
Use the picker to select your whole organization.
Select Export and confirm.
When ready, you get a download link via your organization's chosen notification method. Select the link to download a ZIP file with separate Excel workbooks for each team or segment's data. The download link works for 7 days after creation.
Note: Only Executives can export Custom Survey data.