---
title: "Configuring Periodic Survey"
slug: "configuring-periodic-survey"
updated: 2026-02-18T05:26:20Z
published: 2026-02-18T05:26:20Z
canonical: "help.symphonysummitai.com/configuring-periodic-survey"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Periodic Survey

## Configuring Periodic Survey

**Periodic Survey** is a method of measuring the Customer satisfaction related to the support and services provided by an organization. The **Periodic Survey** matrix helps in understanding the Customer purchase intentions and loyalty. This helps in taking effective measures to retain the customer. You can configure the **Periodic Survey** for a specific time frame and send it to the End Users.

#### **To configure Periodic Survey:**

1. Navigate to **Admin > Infrastructure > General > Periodic Survey.** The **Periodic Survey** page is displayed.
2. Click **Add New** on the right action panel.
3. Specify the required information under **General** tab. For information about the fields of the **General** tab. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-AVFQ8YEQ.png) Figure: Periodic Survey - General

**Field Description**

The following table describes the fields on the **General** tab:

| **Field** | **Description** |
| --- | --- |
| Survey Name | Type in a name for the Periodic Survey. |
| Status | Select a Status in the drop-down list. |
| Start Date | Specify the Survey Start Date. |
| End Date | Specify the Survey End Date. |
| Reminder | Select the Reminder period in the drop-down list. |
| Admin Access | Type in the name of the person to whom you want to provide Admin Access. To search for a user, click the **Search** icon. The selected user(s) can modify the Survey. |
| Anonymous | If selected, the configured list of users are not displayed in **PERIODIC SURVEY LIST** page. |

1. Click **NEXT** to navigate to the **Target Audience** tab.
2. Specify the required information under **Target Audience** tab. For information about the fields of the **Target Audience**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-7FH0MHB8.png) Figure: Periodic Survey - Target Audience **Field Description**

The following table describes the fields on the **Target Audience** tab:

| **Field** | **Description** |
| --- | --- |
| Location | Select Location in the drop-down list. |
| Customer | Select Customer in the drop-down list. |
| Tenant (Users who have logged Incidents) | Select a Tenant for Users who have logged Incidents in the drop-down list. |
| Tenant (Users who have logged SRs) | Select a Tenant for Users who have logged SRs in the drop-down list. |
| User | Select a User. You can select multiple users. |
| Multiple User | The Email IDs typed in Email ID field if registered in the application, are auto populated in this field. |
| Email ID | Type in the Email ID. You can specify multiple Email IDs. |

1. Click **NEXT** to navigate to the **Questions** tab.
2. Click **SUBMIT**.
3. Click **Add New Questions** on the right action panel. The **Question** page is displayed.
4. On the **Question** page, specify the required details and click **Submit**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-WSRWER8I.png) Figure: Periodic Survey - Question page **Field Description**

The following table describes the fields on the **Question** page:

| **Field** | **Description** |
| --- | --- |
| Question | Type in the question. |
| Question Group | Select the group in the drop-down list. The question is added under the selected group. **To add a group:** - 1. Click **Add Group** on the **Question** page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-S954X3KB.png) Figure: Question - Add Group 2. Under the **Add Group**, specify the required details and click **Submit**. **Field Description:**. \| **Field** \| **Description** \| \| --- \| --- \| \| Group Name \| Type in the name of the Group. \| \| Active \| If this check box is selected, the Group is active. \| \| Sort Order \| Type in the Order of the Group. The Group is displayed on the **Question** page as per the specified Group. \| \| Actions \| Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-j9vvsmcp.png) to edit the values of the Group. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-bvr3xnla.png) to delete the Group. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-ljpi5jb3.png) to add a new Group. **Note: The Delete icon is displayed only on the last Rating.** \| |
| **Field** | **Description** |
| Group Name | Type in the name of the Group. |
| Active | If this check box is selected, the Group is active. |
| Sort Order | Type in the Order of the Group. The Group is displayed on the **Question** page as per the specified Group. |
| Actions | Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-j9vvsmcp.png) to edit the values of the Group. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-bvr3xnla.png) to delete the Group. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-ljpi5jb3.png) to add a new Group. **Note: The Delete icon is displayed only on the last Rating.** |
| Question Type | Select the type of question in the drop-down list. Following are the available options: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-7asvbl47.png)Star Rating If selected, Star is displayed for this question on the **Question** page. On selecting the Star Rating, the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Option Button \| Select the required option button. The available options are: Star Heart Smile \| \| Are Comments Required ? \| Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question are configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. \| \| **Rating Configuration** \| \| Answer Type \| Displays the Rating Type. You can add up to ten Stars. \| \| Answer \| Type in the equivalent meaning of the rating. \| \| Rating Color \| Select the color of the rating. The same is displayed when the End User selects the rating. \| \| Rating \| Enter the rating value. This value is considered to calculate the Average Rating. \| \| Poor Rating \| Select the check box to configure the rating as poor. \| \| Actions \| Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-lf3vc2bq.png) to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-7tah0yp4.png) to delete the rating. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-d80vrk5b.png)to add a new rating. **Note:** The Delete icon is displayed only on the last Rating. \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-o0tgmsoi.png)Smiley If selected, Smiley is displayed for this question on the **Feedback** page. On selecting the Smiley, the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Are Comments Required ? \| Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. \| \| Rating Configuration \| \| Answer Type \| Displays the Rating Type. \| \| Answer \| Type in the equivalent meaning of the Smiley. \| \| Rating Color \| Select the color of the rating. The same is displayed when the End User selects the rating. \| \| Rating \| Enter the rating value. This value is considered to calculate the Average Rating. \| \| Poor Rating \| Select the check box to configure the smiley as poor. \| \| Actions \| Click to edit the values of the rating. \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-dpgbc3lu.png)Thumbs Up/Down If selected, Thumbs Up/Down is displayed for this question on the **Question** page. On selecting the Thumbs Up/Down, the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Are Comments Required ? \| Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. \| \| Rating Configuration \| \| Answer Type \| Displays Rating Type. \| \| Answer \| Type in the equivalent meaning of the rating. \| \| Rating Color \| Select the color of the rating. The same is displayed when the End User selects the rating. \| \| Rating \| Enter the rating value. This value is considered to calculate the Average Rating. \| \| Poor Rating \| Select the check box to configure the rating as poor. \| \| Actions \| Click to edit the values of the rating. \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-35w2b77t.png)Drop-Down List If selected, Drop-down list is displayed for this question on the **Question** page. On selecting the Drop-down list, the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Are Comments Required ? \| Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. \| \| Rating Configuration \| \| Answer Type \| Displays Rating type. \| \| Answer \| Type in the options of the Drop-down list. \| \| Rating \| Enter the rating value. This value is considered to calculate the Average Rating. \| \| Poor Rating \| Select the check box to configure the rating as poor. \| \| Actions \| Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-KLHO0Q95.png) to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QOY2BCBD.png)to delete the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-t3dux7m9.png) to add a new rating. \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-0jfbbc11.png)Multi-Select If selected, Check Box is displayed for this question on the **Question** page. On selecting the Multi-Select the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Are Comments Required ? \| Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory: If selected, the comments for the question is configured as mandatory. \| \| Rating Configuration \| \| Answer Type \| Displays Rating type. \| \| Answer \| Type in the name of the check box. \| \| Actions \| Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-k40dbq9v.png)to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-2jg8k5te.png) to delete the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-eeydesnr.png) to add a new rating. \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-giujk2se.png)Radio Button If selected, Option buttons are displayed for this question on the **Question** page. On selecting the Radio Buttons the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Are Comments Required ? \| Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. \| \| Rating Configuration \| \| Answer Type \| Displays Rating type. \| \| Answer \| Type in the name of the radio button. \| \| Rating \| Enter the rating value. This value is considered to calculate the Average Rating. \| \| Poor Rating \| Select the check box to configure the rating as poor. \| \| Actions \| Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-duf81fez.png)to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-5ay3wivn.png) to delete the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-lpn5lptu.png) to add a new rating. \| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-fmv46g5w.png)Text Box If selected, a text box is displayed for this question on the **Question** page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-xbvr9qlb.png)Text Area If selected, Text area is displayed for this question on the **Question** page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-71cccfvh.png)Likert Scale Likert Scale allows the End Users to express how much they agree or disagree with the products or services of an organization. If selected, Likert Scale is displayed for this question on the **FEEDBACK** page. On selecting the Likert scale, the following fields are displayed. \| **Fields** \| **Description** \| \| --- \| --- \| \| Likert Scale \| Detractors, Passives and Promoters: Select the values in the list. Based on the configuration you select, the user will be categorized as a Detractors, Passives or Promoter. For example, if you select Detractor value as 0 to 6, and the End user rates 5, he will be categorized as a Detractor. \| \| Rating Configuration \| \| Answer \| Displays the Answer as per the configuration in the Actions panel. \| \| Rating \| Displays the rating value. This value is considered to calculate the average rating. \| \| Behavior \| Displays the user type based on the configuration you select in **Likert Scale**. \| \| Actions \| Click to edit the values of the Answer. \| |
| **Fields** | **Description** |
| Option Button | Select the required option button. The available options are: Star Heart Smile |
| Are Comments Required ? | Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question are configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. |
| **Rating Configuration** |
| Answer Type | Displays the Rating Type. You can add up to ten Stars. |
| Answer | Type in the equivalent meaning of the rating. |
| Rating Color | Select the color of the rating. The same is displayed when the End User selects the rating. |
| Rating | Enter the rating value. This value is considered to calculate the Average Rating. |
| Poor Rating | Select the check box to configure the rating as poor. |
| Actions | Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-lf3vc2bq.png) to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-7tah0yp4.png) to delete the rating. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-d80vrk5b.png)to add a new rating. **Note:** The Delete icon is displayed only on the last Rating. |
| **Fields** | **Description** |
| Are Comments Required ? | Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. |
| Rating Configuration |
| Answer Type | Displays the Rating Type. |
| Answer | Type in the equivalent meaning of the Smiley. |
| Rating Color | Select the color of the rating. The same is displayed when the End User selects the rating. |
| Rating | Enter the rating value. This value is considered to calculate the Average Rating. |
| Poor Rating | Select the check box to configure the smiley as poor. |
| Actions | Click to edit the values of the rating. |
| **Fields** | **Description** |
| Are Comments Required ? | Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. |
| Rating Configuration |
| Answer Type | Displays Rating Type. |
| Answer | Type in the equivalent meaning of the rating. |
| Rating Color | Select the color of the rating. The same is displayed when the End User selects the rating. |
| Rating | Enter the rating value. This value is considered to calculate the Average Rating. |
| Poor Rating | Select the check box to configure the rating as poor. |
| Actions | Click to edit the values of the rating. |
| **Fields** | **Description** |
| Are Comments Required ? | Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. |
| Rating Configuration |
| Answer Type | Displays Rating type. |
| Answer | Type in the options of the Drop-down list. |
| Rating | Enter the rating value. This value is considered to calculate the Average Rating. |
| Poor Rating | Select the check box to configure the rating as poor. |
| Actions | Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-KLHO0Q95.png) to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QOY2BCBD.png)to delete the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-t3dux7m9.png) to add a new rating. |
| **Fields** | **Description** |
| Are Comments Required ? | Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory: If selected, the comments for the question is configured as mandatory. |
| Rating Configuration |
| Answer Type | Displays Rating type. |
| Answer | Type in the name of the check box. |
| Actions | Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-k40dbq9v.png)to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-2jg8k5te.png) to delete the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-eeydesnr.png) to add a new rating. |
| **Fields** | **Description** |
| Are Comments Required ? | Select the required option to configure the question as mandatory. The available options are: Not Applicable: If selected, the comments for the question is configured as optional. Mandatory for Poor Rating: If selected, the comments for the question is configured as mandatory for poor rating. Mandatory: If selected, the comments for the question is configured as mandatory. |
| Rating Configuration |
| Answer Type | Displays Rating type. |
| Answer | Type in the name of the radio button. |
| Rating | Enter the rating value. This value is considered to calculate the Average Rating. |
| Poor Rating | Select the check box to configure the rating as poor. |
| Actions | Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-duf81fez.png)to edit the values of the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-5ay3wivn.png) to delete the rating. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-lpn5lptu.png) to add a new rating. |
| **Fields** | **Description** |
| Likert Scale | Detractors, Passives and Promoters: Select the values in the list. Based on the configuration you select, the user will be categorized as a Detractors, Passives or Promoter. For example, if you select Detractor value as 0 to 6, and the End user rates 5, he will be categorized as a Detractor. |
| Rating Configuration |
| Answer | Displays the Answer as per the configuration in the Actions panel. |
| Rating | Displays the rating value. This value is considered to calculate the average rating. |
| Behavior | Displays the user type based on the configuration you select in **Likert Scale**. |
| Actions | Click to edit the values of the Answer. |
| Is it Mandatory Question ? | Select the check box to configure the question as mandatory. |
| Active | If selected, the question becomes Active. |

Note:

When the configured Periodic Surveys are displayed under the **LIST** table, the **ADD NEW** icon is displayed on the **ACTIONS** panel. Click **ADD NEW** to configure a new Periodic Survey.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-14wulxb5.png)**Related Surveys**

Click **Related Surveys** to display the Periodic Surveys copied from this Periodic Survey.

##### Field Description

The following table describes the fields on the **Related Surveys** page:

| **Field** | **Description** |
| --- | --- |
| CSAT Name | Displays the name of the Survey. |
| Status | Displays the Status of the Survey. |
| Start Date | Displays the Start Date of the Survey. |
| End Date | Displays the End Date of the Survey. |
| Created Date | Displays the Created Date of the Survey. |

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-whyrpunf.png)**Copy Survey Configuration**

Click **Copy Survey Configuration** to create a new Periodic survey by copying the Periodic survey configuration from this Periodic Survey.

**Recipient List**

Click **Recipient List** icon to view the list of recipients for the configured Periodic Survey.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ZB1ESNHY.png) Figure: Periodic Survey - Recipient List

**Field Description:**

The following table describes the fields of the **Recipient List** page**.**

| **Field** | **Description** |
| --- | --- |
| User Name | Displays the name of the User. |
| E-mail ID | Displays the E-mail ID of the User. |
| Status | Displays the status of the Periodic Survey. |
| Average Rating | Displays the average rating given by the User. |

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configuring-periodic-survey-image-xecd5eaw.png)SEND NOTIFICATION

Click **Send Notification** to send the survey link to the User's E-mail ID.

Note:

**Send Notification** icon is enabled only if the **Anonymous** check box is selected and **Status** of the Periodic Survey is Published.