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Template: Mood survey

Content guideline for the Mood Survey

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated this week

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 do mood surveys work?

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.

✅ Required slides:

  1. Mood survey cover: The survey card shown in Studio, not part of the learner view

  2. Intro screen: A welcome message with an image and short text regarding the mood survey

  3. Mood question: Learners rate their overall mood using five fixed labels:
    ​Terrible, Bad, Okay, Good, Awesome

🔥 Important

You can change the intro image and text of these slides, but not their structure or position.

✏️ Customisable slides:

  • After the required slides (the cover, intro, and mood question) you’re free to add or edit slides to match your goals.

  • These customisable slides give you flexibility in what you ask and how you ask it. Check below the question types available.

⛰️ Last slide:

  • The last slide is feedback on the platform

  • This slide can be skipped or removed

  • You cannot edit the text or reorder this slide

🧩 Question types available

  • Mood question (1–5 Rating)

    • Emoji-based answers from “Terrible” to “Awesome”

    • Useful for emotional check-ins or general well-being

🔥 Important

The mood labels (like “Terrible”, “Okay”, “Awesome”) are translatable in terminology. Go to Settings > Terminology > Search for "Mood", under "Dashboard" you will find the list of labels.

  • 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

💡 Tip:

You can reorder, edit, or delete these slides!

🎛 How to create a mood survey module

  1. Go to Content > Activities > New activity

  2. Select Mood survey

  3. Fill in the details:

    1. Heading

    2. Image

    3. Icon

    4. Content ID

  4. Click Save and start editing!

How to choose from the different question types?

Each additional slide lets you select from multiple question formats. Just click the dropdown under Select question type:

and pick which fits best:

🌟 About mood surveys

  • Mood surveys supports auto-translation

  • Mood surveys appear as pop-ups, not clickable activities.

    • To show one to learners, go to Behaviour > Stream, add the Mood survey widget, and set up an automation. For more information, read below!

📦 How to make mood surveys visible to users

To trigger the mood survey, it needs to be configured via the stream and via automations.

First, via the stream

  1. Go to Behaviour > Stream

  2. Click Add widget and select the Mood survey widget

  3. Name the widget (e.g., Mood survey – week 1) and select the mood survey module you have just created

  4. Click Add widget

Second, via automations

  1. Go to Behaviour > Automations

  2. Click Create automation

  3. Fill in the required fields:

    1. Automation ID: for example: Mood survey for managers

    2. Select type of event: Check periodically

    3. Click Save

  4. Add conditions:

    1. OR statement

    2. is group: Select, "Manager"

  5. Add actions:

    1. Unlock activities

    3. Select the activity: Mood survey for managers

  6. Click Save changes and activate automations

⏱ 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.

  1. Create a new automation

  2. Set event: Scheduled event (Check periodically)

  3. Set condition: Is activity > [Mood survey] > completed

  4. As the action, select Notify user

  5. Enter the title and message

  6. Check To manager and choose Direct manager

  7. 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:

  1. Go to Reporting

  2. Select the relevant user group

  3. Find a user with a completed survey (look for a colored mood icon)

  4. Click the user and scroll to Mood surveys

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