Surveys are a Milestone type that you can add when you build a Program. You can choose between a Survey from the Gloo Impact Library or create a custom Survey.

Custom Surveys are a type of Survey you can create to align with your organization’s needs and goals. Surveys are a Milestone type in the Program builder, and if you don’t want to use a Survey from the Gloo Impact library, you can create your own custom Survey.

To create a custom Survey in a Program, start by opening the Program builder. Click on Programs then click Create Program or select a published or draft Program.

Note: Editing Milestones in a published Program that is part of a Fund will notify the donor of a structural change in the Program. For more information, see Making Edits to a Published Program.

In the Program builder, click Milestones in the left-hand panel or click Next: Milestones in the top right corner.

For more information on creating Programs, see Creating Your First Program.

Choose a Milestone to edit or create a new Milestone. In the Milestone type dropdown, select either Applicant Survey or Champion Survey. Add a Milestone title and description, then click Next.

Under Details, select Create a custom survey.

Click Create New Survey to view the Survey builder.

Add a Survey name and Display name, then click the + icon to add your first survey question. Type in your question, select the question type, and type in answer options, if applicable.

Click the + icon to add more questions until your Survey is complete. To preview your Survey, click Preview in the top right corner. When your Survey is complete, click Save and Publish.

All of your organization’s custom Surveys and responses will be stored in Gloo Assessments.