Mood surveys are modules that check in on learners' well-being during their journey on the platform. They display as popups in the Discovery Stream based on timing or activity completion triggers. Each survey appears once and is marked as completed after submission.
🔧 How the mood survey works
Every new mood survey module includes all available question types by default, so you can preview and customise the layout. Here's what you need to know about behaviour:
Mandatory slides (cannot be removed or rearranged, but the text can be edited):
Slide 1: Intro screen with an image
Slide 2: Mood question (1–5 emoji rating),
Additional slide:
Slide 3: Multiple Choice Text Question. This can be changed to another type of question, or deleted
Final screen: Feedback on the platform
This slide can be skipped or removed
You cannot edit the text or reorder this slide
🧩 Question types available
When adding or editing questions between the intro and the platform feedback screen, you can choose from four formats:
Mood question (1–5 Rating)
Emoji-based answers from “Terrible” to “Awesome”
Useful for emotional check-ins or general well-being
Scale question
Numeric scale from 1 to 5
Good for measuring confidence, satisfaction, or agreement
Multiple choice text question
Neutral multiple choice
No correct answer required
Add two or more options
Open question
Free-text input with optional placeholder
Ideal for collecting written reflections or suggestions
🔥 Important:
The mood labels (like “Terrible”, “Okay”, “Awesome”) are not editable or translatable.
🎛 How to create a mood survey module
To create a mood survey:
Go to Studio > Content
Click Create a new activity
Select Mood survey (this creates a module, not a page)
You can edit the following settings:
Heading
Image
Icon
Content ID
Language (with optional auto-translate)
🔥 Important
The system-generated labels tied to scale questions like “Terrible”, “Okay”, etc., cannot be changed or translated.
📦 How to make mood surveys visible to users
To trigger the mood survey via popup, it needs to be configured via the stream and via automations.
First, via the stream
Go to Behaviour > Stream
Click Add widget and select the Mood survey widget
Name the widget (e.g., Mood survey – week 1) and select the mood survey module you have just created
Click Add widget
Second, via automations
Go to Behaviour > Automations
Click Create automation
Fill in the required fields:
Automation ID: for example: Mood survey for managers
Select type of event: Check periodically
Click Save
Add conditions:
OR statement
is group: Select, "Manager"
Add actions:
Unlock activities
Select the activity: Mood survey for managers
Click Save changes and activate automations
🌩️ Important:
Mood surveys will never appear as visible or clickable modules in the Discovery Stream. They are only shown to users as popups when automation conditions are met.
⏱ Setting up other conditions
Condition that is time-based:
Is group: Onboarding
User-specific time condition
Compare with current time
User specific time field: Contract start date
Start of timespan: 14d after
Condition after a programme or journey is completed (for example onboarding)
Is group: Onboarding
Is programme: Completed
Action: Unlock activity: Mood survey
🔥 Important:
Once a user submits the survey, it is marked as completed and will not appear again.
🔔 (Optional) Notify managers when surveys are completed
You can send an alert to managers when a user completes a Mood survey.
Create a new automation
Set event: Scheduled event (Check periodically)
Set condition: Is activity > [Mood survey] > completed
As the action, select Notify user
Enter the title and message
Check To manager and choose Direct manager
Set recipient to user, and source to event_user
💡 Tip:
Include instructions in the message on where to view the results.
📊 View results in the manager dashboard
Managers with access can view survey responses via Reporting:
Go to Reporting
Select the relevant user group
Find a user with a completed survey (look for a colored mood icon)
Click the user and scroll to Mood surveys
