> ## Documentation Index
> Fetch the complete documentation index at: https://docs.junojourney.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Surveys

> The three survey types, when to use each, and how each one gets assigned.

export const SupportContact = () => {
  return <Info title="Still need help?">
      Contact us at <a href="mailto:support@junojourney.com">support@junojourney.com</a> or use the support widget in Juno.
    </Info>;
};

export const RelatedPages = ({pages = []}) => {
  if (pages.length === 0) return null;
  return <>
      <br />
      <strong>Related articles</strong>
      <CardGroup cols={2}>
        {pages.map(page => <Card title={page.title} href={page.href} key={page.href} />)}
      </CardGroup>
    </>;
};

export const FeatureAvailability = ({module, feature}) => {
  const label = feature || module;
  return <Info title="Feature availability">
      {label ? <>This feature requires the <strong>{label}</strong> module. </> : <>This feature may not be enabled for your organization. </>}
      If you don't see it in Juno, contact your administrator.
    </Info>;
};

Surveys collect structured feedback from learners. This page covers the survey types available to you, which one fits which situation, and how each type reaches its respondents.

***

## Survey types

You choose the type when you create the survey. The type determines what the survey can be attached to and how it can be assigned.

| Type                  | What it collects                                                                         | Attached to                          | Reuse                               | How it's assigned             |
| --------------------- | ---------------------------------------------------------------------------------------- | ------------------------------------ | ----------------------------------- | ----------------------------- |
| **General Survey**    | Feedback on any topic, with no attachment to a specific training or person               | Nothing — stands on its own          | Filled once per learner             | Manually, or by an automation |
| **Training Feedback** | Feedback and expectations about a specific piece of learning                             | A course, Journey, event, or session | Reusable across different trainings | Automation only               |
| **Employee Feedback** | Feedback about a specific person during a process such as onboarding or a manager review | An employee                          | Reusable across different employees | Automation only               |

<Note>
  Training Feedback and Employee Feedback are **context-based** surveys: each response is tied to the training or employee it was collected about, which is what makes one survey reusable across many trainings or many people.
</Note>

<FeatureAvailability feature="Surveys" />

***

## When to use which

**General Survey** — reach for this first. Use it when the questions stand on their own and you know who should answer:

* Onboarding check-ins ("how was your first week?")
* Company-wide engagement or pulse surveys
* Feedback on an announcement or policy change
* Ad-hoc research, standalone assessments

**Training Feedback** — use it when the same questions should follow many different trainings:

* Post-course reaction surveys sent after completion
* Pre-training expectation surveys
* Instructor or workshop evaluation across a whole catalog

Build one Training Feedback survey and attach it to every training that needs it, rather than duplicating a General Survey per course. Results stay separated by training.

**Employee Feedback** — use it when the same questions should be asked repeatedly about different people:

* Manager reviewing a direct report at the end of onboarding
* Mentor or buddy feedback during a ramp-up period
* Peer feedback gathered during a structured process

***

## How to assign each type

### General Survey — manual assignment

<Steps>
  <Step title="Open the survey">
    Go to **Surveys** and select the survey you want to send.
  </Step>

  <Step title="Open the assignment panel">
    Select **Assign**, then choose the learners who should respond.
  </Step>

  <Step title="Narrow the audience">
    Filter by attributes such as department, position, or location to target a segment instead of the whole organization.
  </Step>

  <Step title="Confirm">
    Confirm the assignment. Assigned learners are notified and the survey appears in their **Surveys** list.
  </Step>
</Steps>

### All three types — automation

Context-based surveys reach learners only through an automation, and General Surveys can use one too. Add an automation with the **Assign To Survey** action to the training the survey should follow, and set the trigger that should send it — for example, completion of a course.

Because the automation supplies the context, the same Training Feedback survey attached to twenty courses produces twenty separately reportable sets of responses.

See [Automations](/admin/automations) for triggers, delays, and the full list of actions.

<Warning>
  Training Feedback and Employee Feedback surveys have no manual assignment path. If one is not reaching anyone, check that an automation exists and is active.
</Warning>

***

## Question types

| Type                | What it is                             |
| ------------------- | -------------------------------------- |
| **Multiple choice** | Select one or more options from a list |
| **True / False**    | Binary answer                          |
| **Rating**          | Numeric scale (e.g. 1–5)               |
| **Open text**       | Free-form written response             |

***

## Anonymous surveys

Any survey can be marked **anonymous** in its settings. Individual responses are then not attributed to a respondent in the results, and learners see that the survey is anonymous before they start.

Set this before the survey goes out — switching it afterwards changes how existing responses are presented.

***

## Reading results

Survey analytics show responses per question, with completion rates for the assigned audience.

For context-based surveys, filter results by the context the responses came from — a specific course, Journey, or event for Training Feedback, and a specific employee for Employee Feedback. That filter is how you compare one training against another using a single survey.

<RelatedPages
  pages={[
{ href: "/surveys", title: "Surveys (learner view)" },
{ href: "/admin/automations", title: "Automations" },
{ href: "/admin/content-management", title: "Content Management" },
]}
/>

<SupportContact />
