Overview

A Program is a way to group related surveys that share a common goal. It helps you see the bigger picture of how your organization is listening and improving over time.

For example, you might group your Engagement and Pulse surveys into one program to track progress on engagement throughout the year.

Other examples include:

COVID-19 Program – brings together all surveys about your team’s experience during COVID, like your COVID-19 Response and Preparing to Return to Work surveys.
Onboarding Program – includes all your Onboarding check-ins (such as 30, 60, and 90-day surveys).

Programs make it easy to organize your feedback strategy and understand the story your data tells over time.

Create a Program

Follow these steps to create a new Program:
Go to the Surveys page.
Under the Programs section, select Create new program.
Click Configure program to give your program a clear, descriptive name.
Add surveys to your program in one of two ways:
- Add existing survey – select from surveys you’ve already created.
- Create new survey – start from a template and add it directly to your program.

Tip: Once you’ve added your first survey, you can easily duplicate it to create more. Duplicated surveys keep the same questions, demographics, reporting settings, and communication preferences. You can also choose to group duplicated surveys into a new program.

When to Use a Program (vs. a Standalone Survey)

Most surveys work best when grouped into a program. However, sometimes a survey should stand alone.

Use a standalone survey if:

It doesn’t connect to other surveys measuring the same goal, and
You don’t plan to run similar surveys in the future.

For example, a one-time Benefits Survey that isn’t repeated regularly can be standalone.

Remove or Delete a Program

To Remove a Survey From a Program

If you added a survey to the wrong program, you can remove it without losing your data:

From your Home page, go to Feedback > Surveys.
Scroll down to the Programs section and click the program containing the survey.
Next to the survey, select the Edit survey arrow.
Click Remove from program.

This removes the survey from that specific program, but it remains available in your survey list.

Important: Don’t delete the survey from the Operations tab — that would permanently delete the survey and all its data.

To Delete a Program

Go to the Surveys page.
Under the Programs section, find and open the program you want to delete.
Select Configure program.
Click Delete program, then confirm.

Deleting a program removes only the program itself, not the surveys inside it.

FAQs

What types of surveys can be in a program?

All survey types can be added except 360 Effectiveness Surveys. You can also include closed or archived surveys.

Can one survey belong to multiple programs?

Yes. For example, if your Engagement survey includes a section on COVID response, you might include it in both your Engagement Program and COVID Pulse Program.

Does deleting a program delete the surveys in it?

No. Programs are like folders, deleting one won’t remove the surveys inside.

Who can view or edit programs?

Only Account administrators and those with Surveys full permissions can view or edit programs.

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