How to Enable Surveys in Group Discussions

Overview

This guide explains how to publish a program survey within a group using the “Survey as Group Discussion” feature. This allows admins to notify participants via a group discussion and enable a survey directly within the group experience.

This is a structured setup process. The survey is not manually pushed into a group after creation. Instead:

• A group discussion is created first as an announcement
• The survey is then enabled through a program setting
• The final experience becomes a survey embedded inside the group discussion

Steps to Activate and Share the Survey in a Group

1. Create the Group

• Go to the admin panel
  
• Create a group for the program or event
• Assign all relevant users (participants) to this group

2. Prepare the Survey

• Go to the Survey section in the admin dashboard
  
• Finalize all survey questions before activation

3. Assign Users

• Ensure all intended participants are assigned to the correct group
  
• This ensures the survey is visible to the right audience

4. Create a Group Discussion (Announcement Step)

• Go to the group discussion area
• Create a post informing users:
  • A survey will be launched
  • Provide expected timing (e.g., 30–60 minutes or 1 hour)
  • Ask users to be ready to complete it
• Publish the discussion to notify participants in advance
  
  
  

5. Enable Survey as Group Discussion (Program Setting + Wording Update)

• Go to Program Settings in the admin panel
• Enable:
  Program Survey → Post program survey submissions as group discussion
  
  
• Then go to the Wording Change settings (Program tab in admin)
  
• Update discussion labels:
  • Replace “Discussion” → “Survey”

Result after configuration:

• The group discussion interface will no longer show generic discussion actions
• Instead, users will see:
  • “Take Survey” button inside the group discussion area
    

6. User Experience

After activation:

• The discussion remains visible in the group
• A Take Survey button appears at the top
• Users can complete the survey directly from the group discussion

Result After Configuration

• The original group discussion remains visible
• The interface is updated with a Take Survey button
• Users are guided into the survey directly from the discussion view

Admin Tips!

• Always create the group first before setting up the survey flow
• Finalize all survey questions before activation
• Double-check user assignments to ensure correct group visibility
• Use a discussion post to prepare participants before activation
• Enable the feature only when everything is ready, as it activates the live experience immediately
• Update wording settings (Program → Wording Change) separately from enabling the feature to ensure the correct Take Survey UI appears
• Keep configuration stable before activation to avoid inconsistencies

Summary Flow

1. Create group
2. Finalize survey
3. Assign users
4. Post announcement discussion
5. Enable survey as discussion setting
6. Change wording from discussion to survey
7. Users complete survey via group discussion