Survey administration

Survey administrators, users with the survey_admin role, create and maintain surveys and configure how they are distributed and published. Surveys on Service Portal are also supported.

Survey administration includes the following procedures.
  • Create, customize, and publish surveys.
  • Write and maintain survey questions.
  • Define trigger conditions for when surveys are sent to users, such as when an incident closes.
  • Maintain surveys and survey questions as the organization's needs change.

To set up surveys in Service Portal, you must first install Service Portal and then configure the Survey widget on the page. The Survey widget is provided on the base instance.