Custom surveys allow you to add your own questions to an engagement campaign and can be combined with any of 15Five’s default survey options to create a well-rounded campaign. If you want to gather insights outside of what's covered in our pre-built surveys, creating a custom survey is the way to go.
In this article, you will learn...
- How to create a custom survey 🧑💻
- How to edit a custom survey ✏️
- Frequently Asked Questions (FAQs) ❓
Access and availability
⛔️ Required access to Engagement Survey Templates.
👥 This article is relevant to HR Admins.
📦 This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.
Tip
To learn how to create and launch an engagement campaign, check out this article.
How to create a custom survey 🧑💻
In this section, we’ll walk through each step of the survey creation process: naming your survey, adding sections and questions, and reviewing the final setup before adding it to a campaign. As you build your custom survey in 15Five, your changes are saved automatically — no need to worry about losing progress.
Note
Custom surveys don’t generate an Engagement Score or include access to drivers, heatmaps, or advanced reporting. For best results, use them alongside core engagement surveys to capture custom insights while still leveraging rich, built-in analytics.
- Click "Surveys" in 15Five's main, left-hand navigation, then select "Engagement."
- Open the "Survey templates" tab.
- Click "Create survey template" in the upper right-hand corner.
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Name your survey. Give your survey a clear, recognizable name. We recommend choosing something unique so it’s easy to identify when adding it to an engagement campaign.
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Add sections. Organize your survey by grouping related questions into sections. This helps participants stay focused and makes the survey easier to navigate.
Tip
You can add as many sections as you’d like. Reorder them anytime using the up/down arrows next to the section title.
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Add questions. Choose between two question types: Opinion scale (5-point Likert scale from Strongly disagree to Strongly agree) or Open response (free text).
Note
All questions in custom surveys are optional by default — employees can skip them and still submit their survey.
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Review your survey. At the bottom of the page, you’ll see a summary of your survey details, including Survey name, Number of questions, and Estimated time to complete. Double-check everything before leaving the page.
How to edit a custom survey ✏️
Custom surveys can be edited until they are used in a campaign, at which point they are locked and cannot be changed.
- Click "Surveys" in 15Five's main, left-hand navigation, then select "Engagement."
- Open the "Survey templates" tab.
- Find the custom survey you wish to edit, and then click "Edit."
- You're now on the survey details page. Here you can...
- Rename the survey.
- Add a section.
- Edit/delete current section titles or descriptions.
- Delete current questions.
- Reorder questions (6 dots next to the question) or sections (up/down arrows next to section name).
- Clone or delete the custom survey.
- Rename the survey.
- Your changes are saved automatically. Once you're done creating a survey, you can continue on to create an engagement campaign.
Frequently Asked Questions (FAQs) ❓
During the process of creating an engagement campaign, you can add a custom survey in the "Surveys" section. Simply click the "Add Survey" button, and select your desired custom survey from the list on the right-hand side.
You can report on the answer distribution of custom survey questions using the "Feedback" tab of engagement results.
Custom surveys do not provide an engagement score or access to drivers, heatmaps, and other reporting. We recommend using them alongside our core EngageSurvey so you can gather custom insights while still benefiting from the detailed reporting available through the core survey.