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 or recurring 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.
Custom Surveys do not impact engagement scores.
Tip: Custom Survey reports include data popovers and per-question participation rates.
Data popovers: When hovering over chart data points, users can view actual values—such as answer counts—alongside percentages. This applies to both recurring and non-recurring Custom Surveys.
Participation rate per question: Each question shows its participation rate. In a recurring Custom Survey, use Compare with to see how participation and results changed from another occurrence. This works for all four 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 |
|
Direct Manager |
|
Team Manager |
|
Workleap AI insight: When Workleap AI is available to you, it helps Executives and Team Managers create Custom Surveys. This AI-first experience uses your team’s context, such as recent Pulse Survey results or Feedback, to generate surveys.
To generate an AI-powered Custom Survey:
Go to Custom Surveys in the left menu and click Create Custom Survey. Enter a prompt (and optionally attach a file), and Workleap AI will generate the survey content and settings for you.
You can make changes manually or ask Workleap AI to adjust the survey directly in the chat. AI will not launch the survey for you. You must send it manually in the builder.
Tip: Always review AI-generated survey content before sending. Like all LLMs, Workleap AI may occasionally generate irrelevant or unexpected results.
Note: Results appear only after at least 3 users respond to scale or multiple-choice questions. Anonymous open-ended responses remain hidden until the question has at least 5 answers.
Tip: You can also compare results from different occurrences in a recurring Custom Survey series.
Create a Custom Survey
Log in to Workleap Officevibe and select Surveys > Custom Surveys from the side menu.
Choose how to start:
To start from a template, select the three-dot menu next to Create Custom Survey, then select 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.
To start from scratch, select Create Custom Survey, then select Skip to manual setup. Add a title and description to your Custom Survey, then select Next.
Add questions to your Custom Survey. If you started from a template, adjust the Custom Survey details as you like, including its title, description, question text, and questions.
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.
The Preview survey button stays grayed out until the survey draft is complete and the audience has been added. Once it is available, select it to see your survey as participants will see it, in a new tab (your answers are not saved).
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 Executives).
Under Sender, choose whether you want to appear as the survey sender or to send it from your organization (this action is only applicable to Executives).
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 on a date you choose or once participation reaches a percentage, or leave it open until manually closed in Officevibe. For a recurring survey, you can set a number of occurrences instead of a percentage.
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. To follow the results, select the Custom Survey in the Active tab to open its Custom Survey results page, where you can see Overview (when Workleap AI is available to you), Question results, and Text answers.
Export Custom Survey data
To export data from a specific Custom Survey:
Log in to Workleap and open Officevibe.
Select Custom Surveys under Surveys in the side menu.
Select a Custom Survey from the list to open its Custom Survey results.
Use the picker to select a team or segment, or your whole organization.
Select Export.
For a whole-organization export, you will receive a download link via your preferred communication method when it is ready. Select the link to download a ZIP file with separate Excel workbooks for each team or segment's data.
Note: Executives can export Custom Survey data for all teams. Team Managers with access to the survey can export data for the teams they manage.