Creating a Custom Survey | Lumofy Help Center

Before You Start

You must be a Super Admin or an Admin with survey management permissions
Surveys are created under Engage → Survey

Overview

Custom Surveys let you design your own feedback forms with questions you define. You choose the question types, set a timeline, select participants, and publish. Once published, the survey goes live and Talents receive it based on the start date and recurrence settings you configured.

Start Creating a Survey

Go to Engage → Survey
Click + New Survey in the top right corner

The 4-step creation wizard opens: Survey Details → Survey Builder → Participants → Summary

Step 1: Survey Details

Select the Language — English or Arabic
Enter the Survey's Name
Enter a Description to give participants context about the survey
Under Timeline Setup:
- Select a Start Date
- Choose a Review Recurring option:
  - One Time — the survey runs once; an End Date field appears for you to set when it closes
  - Every Month — repeats monthly from the start date
  - Every 3 Months — repeats quarterly
  - Every Year — repeats annually
Under Response Visibility, choose:
- Anonymous (Recommended) — Talent identities are hidden from admins
- Visible — Talent names are visible alongside their responses
Click Next

💡 Tip: Anonymous responses typically lead to more honest feedback. Choose Visible only if there is a specific reason to identify individual respondents.

Step 2: Survey Builder

This is where you build the questions Talents will answer.

Click + Add Question to add your first question
Select a question type:
- Multiple Choice — Talents select one answer from a list of options you define
- Scale — Talents rate on a numeric scale
- Text — Talents type a free-text response
Enter the question text
For Multiple Choice questions, add the answer options
Repeat to add more questions
Click Next when your question list is complete

📝 Note: You can add as many questions as needed. Mix question types to collect both structured ratings and open-ended feedback in the same survey.

Step 3: Participants

Choose who receives the survey:
- All Organisation — every Talent in the organisation is included. Any new Talents added to the environment after the survey launches will be enrolled automatically.
- Specific Talents — select individual Talents from the list
To exclude certain Talents from an All Organisation survey, toggle on Exclude Specific Talents and select who to exclude
Click Next

Step 4: Summary

Review all your settings before publishing:

Language, name, and description
Timeline (start date, end date, recurrence)
Response visibility setting
Participants

If everything looks correct, click Next to publish the survey. The survey goes live immediately and Talents will receive it based on the start date you set.

⚠️ Warning: Once published, the survey is live. To stop it before the end date, you will need to end it manually. Ending a survey is permanent.

FAQs

Can I edit a survey after publishing it?

You can edit a survey from the survey list using the ⋮ menu. See [Managing & Launching Surveys] for details.

What is the difference between Anonymous and Visible responses?

Anonymous hides the respondent's identity admins see responses but not who submitted them. Visible shows the Talent's name alongside their response.

Can a survey be in Arabic?

Yes. Select Arabic in the Language field in Step 1. The survey will be presented to Talents in Arabic.

What happens if I choose a recurring survey?

The survey repeats on the selected cadence (monthly, quarterly, or yearly) starting from the start date. Each cycle creates a new round of responses.

Can I mix question types in one survey?

Yes. You can add Multiple Choice, Scale, and Text questions in any order in the same survey.