Surveys let you ask your employees directly about the applications they use — whether they still need a license, how they use an app, or how satisfied they are with it. You build the questions, choose who receives the survey, and watch responses come in in real time.

Find Surveys in the left-hand sidebar under Optimize. You can also start a survey from the Surveys tab on any application, vendor, or product family page.

1. Go to Surveys in the sidebar and click New survey

2. Pick a target — the app, vendor, or product family the survey is about. Product families such as Microsoft 365, Google Workspace, and Adobe Creative Cloud are fully supported.

3. Choose a template, or start from a blank survey:

4. Click Continue to enter the four-step wizard: Content → Recipients → Channels → Confirm. Give the survey a title at the top — recipients won't see it, but it's how you'll find the survey later.

Reuse a survey. To start from a survey you've already sent, open its actions menu (⋮) on the Surveys list and choose Duplicate survey. Viio copies the title, target, introduction and questions — including conditions — into a new survey. You can switch the target from the chip next to the title, then choose recipients and channels again.

The introduction. Every survey opens with an introduction message — the first thing recipients read. Personalize it with the First Name and Application Name merge tokens, which are filled in automatically for each recipient. A default message is pre-written for you; edit it freely (up to 2,500 characters).

The questions. Add up to 20 questions using five question types:

Each question can have an optional description and be marked Required — recipients can skip any question that isn't. Drag questions to reorder them, or use the question menu to duplicate or delete them.

Multiple answers. Below a Select question's options, change the answer type from Single answer to Multiple answers to let recipients tick every option that applies. Use Min and Max to require a number of choices — recipients see a matching hint, such as "Select 1 to 3" or "Select all that apply". A question with multiple answers can have up to 10 choices, including "Other".

Conditional questions. A question can depend on answers to questions earlier in the survey. Click a question to edit it, then under Show this question only if, click Add condition and pick an earlier question, an operator and a value:

Add more conditions to combine them, and choose All conditions match or Any condition matches. In the builder, conditional questions are marked Shown conditionally with their number of rules. A recipient whose answers don't match never sees the question.

Conditions can only point to earlier questions, and text questions can't be used. If you move, delete or change a question that a condition depends on, Viio removes the affected conditions and lets you know.

View branching. Click View branching at the bottom of the Content step, or on the Confirm step, to see every question with arrows to the questions it unlocks, along with each question's conditions. Hover over or click a question to highlight its connections.

Choose who receives the survey. The two methods can be combined, and Viio de-duplicates automatically — the live counter shows how many unique recipients are selected.

Select how the survey is delivered. Each channel shows how many of your selected recipients it can reach, and you can enable both — every recipient still gets exactly one personal survey, so nobody can answer twice.

Use Send test (available on the Content and Confirm steps) to send the survey to yourself — pick your workspace user or type any email address, and choose the channel. Test responses aren't recorded, so you can safely click through the whole survey.

The Confirm step summarizes the target app, recipients, channels, introduction message, and questions. Use the edit icons to jump back and adjust anything.

When everything looks right, click Publish. Publishing sends the survey immediately — there is no separate draft or scheduling step, so send yourself a test first if you're unsure. The survey's status moves from Created to In progress to Sent as delivery completes.

Each recipient gets a personal survey link. It opens a clean, mobile-friendly page showing your company logo and the app the survey is about — no Viio account or login needed. After your introduction, questions are presented one at a time; recipients can go back, edit earlier answers, and skip optional questions. Answers are saved as they go.

Conditional questions appear only when a recipient's earlier answers match, so people skip what doesn't apply to them. For questions with multiple answers, recipients tick every option that applies, within any Min and Max you set.

Summary tab — recipients, response count, and completion rate at the top, followed by a per-question breakdown: average score for rating questions, totals for yes/no, option counts for select questions, and every individual answer for text questions. Questions with multiple answers are marked Multiple answers allowed; each option shows how many people picked it, so the counts can add up to more than the number of responses.

Responses tab — every recipient with their completion date and their full set of answers. Filter by how people answered — for example, everyone who answered "No" to a rightsizing question — to build your follow-up list.

Recipients tab — everyone the survey was sent to, with name, email, and department. Click Export recipients to download the list.

Click Send reminders to nudge everyone who hasn't responded yet — only non-responders are contacted, and the dialog shows a history of previous reminders.

Choose Export responses from the survey's actions menu to download a CSV with each recipient's name, email, completion date, and answers — one column per question.

Are responses anonymous?

No. Responses are tied to the recipient, and recipients can see they're answering as themselves. You'll see who answered what in the Responses tab and in exports — which is what makes follow-up actions like license reclaims possible.

Can I edit a survey after publishing?

No — publishing sends the survey. Review the Confirm step and use Send test before you publish.

Can I reuse a survey?

Yes. Choose Duplicate survey from the survey's actions menu. The copy keeps the questions and conditions; you choose the target, recipients, and channels before you publish.

Can I schedule a survey for later?

Not currently; surveys send when you publish them.

How many questions and options can I add?

Up to 20 questions per survey. A Select question with a single answer can have up to 30 options; one with multiple answers can have up to 10 choices, including "Other".

Which questions can a condition depend on?

Any earlier Yes/No, Rating, or Select question. Text questions can't be used in conditions, and a condition can't point to a question that comes later in the survey.

Who can respond?

Only people you selected as recipients — each gets a personal link. If someone is reachable on both Email and Slack, they can respond only once.

Need help? Chat with Viio Support or email [email protected].