Create Survey Apps

Use the Survey app type to generate an app for sending surveys to invited users. Invitees receive an email containing a link to the survey. After they answer the survey, you can view reports that display participants and their responses.

You can access Apps from K2 Workspace (Desktop). You can find the apps by clicking the K2 logo, then selecting Apps . You can also click the logo to switch to other sites and workspaces.

Click the All menu in the Build section to display the All Apps page, and then click New.
New App

In the New App section, select Survey.
Survey App

Give your application a name and description.
Name the New Application

In the What Type of Survey? section, choose whether to use a template or build a custom app.

  • Use a template: Select a template that most closely matches your needs. This option provides sample questions which you can add, edit, and remove.
  • Blank/Custom: Define your own questions. This option allows you to build your survey questions from scratch.
Use a Template

If you are using a template, choose a template that most closely matches your needs. Click More Detail... to view the default data fields and data objects. You can add, edit or remove data fields later if you need to. When you decide which template to use, click the template to select it.
Template Details
Selecting a Template
Default data fields for the Employee Job Satisfaction survey template
Default Survey Questions

Add a new question

You can add additional questions to customize the app for your own needs. To add a new question, click Add.
Add New Question

Enter the new question and then assign an answer type for the question answer. See the Template and Data Type Reference section for details on the available answer types and question options.
Question Sample

Edit a Question

To change an existing question, select the question row and click Edit. Change the question and question options as needed.
Edit a Question
Edit a Question

Delete a Question

If you no longer need a question, select the question and click Delete.

Choose Blank/Custom if you want to start with a blank data source and define your own questions.
Build Custom Template

Add Questions

Add the questions you need for your application. Choose or enter the answer type and answer type options for your questions.
Add Questions

Decide how your questions are shown to survey recipients. You can choose to have all questions on a single page, a limited number of questions per page, or one question per one page.
Two questions per page
Survey Layout
Single page with all questions
Survey Layout

The last steps in building a survey are previewing the survey and generating the app. Previewing your survey allows you view the survey questions as a participant. If you need to make changes before generating the application, (after closing the preview) click Back to return to the wizard steps.
Preview Survey
Preview Survey

After you preview the survey, generate the app by clicking Generate App. Depending on the size and complexity of your application, this process may take several minutes.
Generate Application

After you generate a new app, the application moves to an approval queue. Opening your My Apps list, the status shows that the application is Under Review.
Under Review

Administrators receive a task notification regarding your app request. Administrators can approve, decline, or rework (send it back to you) the app. Approving the app completes the process and the app is ready for use. Declining the app ends the wizard process. You cannot edit or resubmit declined apps. Reworking the app sends it back to you for adjustment. You can resubmit the app for approval or cancel the request.
Application Approved

The Survey app has several predefined templates to choose from. Ideally, choose a template that closely matches your needs, and then edit it to define the questions. If these templates don't work for you, then build a custom apps and create the questions.

Employee Job Satisfaction

Template Summary Template Questions & Answer Type
  • Template Details
    • Name: Employee Job Satisfaction
    • Description: The Employee Job Satisfaction survey aims to give a broad overview of how an employee base feels about their collective experience working at a company. The survey items aim to assess how employees feel about aspects of the job ranging from professional growth to company communication.
    • App Type: Send a Survey
  • Question Layout
    • 10 questions
  • What is your job title? Text (required)
  • What department do you work in? Select a Value (required)
  • How many years have your worked for this organization? Number
  • I am satisfied with the opportunities for professional growth available to me. Select a Value
  • I feel that the organization is invested in my training and education. Select a Value
  • Employees are willing to help other employees when the need arises. Select a Value
  • Employees are willing to accept change. Select a Value
  • Rate your satisfaction with the culture of this workplace. Satisfaction Rating
  • Rate your satisfaction with the communication between senior management and employees. Satisfaction Rating
  • Comments. Text

Sales Performance

Template Summary Template Questions & Answer Type
  • Template Details
    • Name: Sales Performance
    • Description: The Sales Performance survey works to give executive management an overview of how employees involved in the sales realm feel about the company's performance. This survey will also highlight what sales areas may need attention for improvement.
    • App Type: Send a Survey
  • Question Layout
    • 12 questions
  • In which department do you work? Select a Value (required)
  • In terms of the customer experience, which of the following do you feel we are strongest? Select a Value
  • In terms of the customer experience, which of the following do you feel we are weakest? Select a Value
  • In your opinion, how productive was our sales cycle in the last quarter? Select a Value
  • How satisfied are you with the support received from the Sales Management team? Satisfaction Rating
  • How satisfied are you with the support you received from the Marketing Management team? Satisfaction Rating
  • What of the following list do you feel is the biggest sales challenge we face? Select a Value
  • On average, how many days does it take to close a deal? Number
  • On average, how many sales calls does it take to close a deal? Number
  • On average, how many product demos are necessary to close a deal? Number
  • What is the average deal value? Number
  • If you have any additional comments or concerns, please note them here. Text

Website Evaluation

Template Summary Template Questions & Answer Type
  • Template Details
    • Name: Website Evaluation
    • Description: The Website Evaluation survey is meant to collect feedback from users about their experience with the website. This will help management assess the design of the current site and bring awareness to potential improvements.
    • App Type: Send a Survey
  • Question Layout
    • 12 questions
  • How frequently do you visit this website? Select a Value (required)
  • How did you hear about our website? Select Multiple Values (required)
  • Did you find what you were looking for in this site? Yes/No (required)
  • What are you visiting today? Select Multiple Values (required)
  • How easy is it to find information here? Select a Value
  • The next three items include words that describe an aspect of this website. Please rate your opinion of these aspects on the scale provided where 1 is Very Bad and 10 is Very Good. High/Low Rating
    • Navigation. High/Low Rating
    • Presentation. High/Low Rating
    • Professionalism. High/Low Rating
  • How likely are you to recommend this site? Select a Value
  • What do you like and/or dislike about this website? Text
  • Please rate your experience of this site today? Star Rating
  • If you have any additional comments that you would like to share, please note them here. Text

Customer Expectation

Template Summary Template Questions & Answer Type
  • Template Details
    • Name: Customer Expectation
    • Description: The purpose of the Consumer Expectation survey is to collect information on what is important and preferable for a consumer when using a product. This will give management some basic insight to use in evaluating the quality of the product, and may help inform future decision making.
    • App Type: Send a Survey
  • Question Layout
    • 11 questions
  • What is your role within your organization? Select a Value (required)
  • What is the status of your current project with our company? Select a Value
  • Which of the following factors is more important to you when it comes to our services? Select a Value
  • The next four items will list a project aspect. Please rate the importance of these aspects on a scale of 1 to 10 where 1 is Low Importance and 10 is High Importance. High/Low Rating
    • Product Aesthetic. High/Low Rating
    • Intuitive Design. High/Low Rating
    • User Experience. High/Low Rating
    • Product Novelty. High/Low Rating
  • When working on a large project, which do you prefer? Select a Value
  • What is the ideal frequency of meetings to discuss a project timeline? Select a Value
  • For continued support services, which do you prefer? Select a Value
  • If you have any additional comments, please note them here. Text

New Idea Proposal

Template Summary Template Questions & Answer Type
  • Template Details
    • Name: New Idea Proposal
    • Description: The purpose of the New Idea Proposal survey is to give employees a space to document and submit any ideas they have to improve an aspect of the company. This idea could be an enhancement to a company process or a new product, but it is not limited to those two categories.
    • App Type: Send a Survey
  • Question Layout
    • 7 questions
  • Title. Text (required)
  • Describe your idea below. Text (required)
  • What is the estimated savings should this idea be implemented? Number
  • If there is estimated savings, please explain how this idea will save the amount specified above. Text
  • Have you submitted this idea previously? Yes/No (required)
  • In which category does your new idea belong? Select a Value (required)
  • This idea will help to improve which of the following? Select Multiple Values (required)

Answer Types and Answer Type Options

Answer Type Answer Type Description Answer Type Options
Attachment An attachment.
  • File
  • Image
Date/Time A date value.
  • Date
  • Date and Time
  • Time
High/Low Rating A low to high value selected from radio buttons or a drop-down list. You can allow or not allow users to select 'Other'.
  • Display vertically (as radio buttons)
  • Display horizontally (as radio buttons)
  • Use drop-down (list)
Number A numeric value.
  • Whole Number (100)
  • Decimal (100.00)
Satisfaction Rating A rating scale from low to high (Very Dissatisfied to Very Satisfied). You can allow or not allow users to select 'Other'.
  • Display vertically
  • Display horizontally
  • Use drop-down (list)
Select a Value Select from pre-assigned values. You can allow or not allow users to select 'Other'.
  • Display vertically
  • Display horizontally
  • Use drop-down (list)
Select Multiple Values Select from pre-assigned values. You can allow or not allow users to select 'Other'.
  • Display vertically
  • Display horizontally
Star Rating Select a star from one to five. Image generates with number of stars selected.
Text A value they user types in.
  • Single line of text
  • Multiple lines of text
Yes/No A yes or no answer.
  • Display vertically (as radio buttons)
  • Display horizontally (as radio buttons)
  • Use drop-down (list)