Custom Surveys

In addition to Satisfaction Surveys and Event Registration, Levitate also provides the option to create a Custom Survey to send out.

As of April 2025, Surveys can be accessed through Levitate's main dashboard navigation. When you click on Surveys, you'll choose which tab to navigate to. In this case, you'll choose Custom.

When you choose Custom, you'll first be navigated to the settings. To best serve what kind of information you'd like to collect, you can enable and disable these settings.

Settings

Survey Name— you must name your survey!

Basic Information

Make all fields required by default— having this checked will require the respondent to answer all questions on the survey to submit

Collect name and email— having this checked will require that the respondent provide their name and email address when completing the survey

Collect phone number— having this checked will require that the respondent provide their phone number. If it's not already on their contact profile in Levitate, it will be added if provided.

Send confirmation message— the confirmation message is an autogenerated follow up email sent out to respondents that complete and submit the survey.

Include company logo— if you have imported your company's logo to Levitate it can be included in the header of the survey page that respondents will see! If you'd like your company's logo to be imported to Levitate, please reach out to our Success or Support team.

Intro Message— the intro message can be used to provide a description or instructions for the respondents accessing the survey page. It is not a required field for setting up the survey.

Company Name— this piece will prefill with the company name on your Levitate account. The company name can be changed or removed.

Survey Date Range— choose if you would like your survey to be available indefinitely or during a specific date range.

Confirmation— this confirmation message will show after the respondent has filled out and submitted the form.

Once you've got your settings adjusted to your liking, you can switch tabs to 'Questions.'

Questions

From here, there are three types of questions you can create.

Short Answer— allows you to ask an open ended question.

Checkboxes— allows the respondent to choose multiple options.

Dropdown— allows for the respondent to choose only one of the answer choices.

Required— using the green toggle will determine if the question is a required question on the survey.

X— deletes the question all together.

Finer Details

Once the survey is Saved and Published, the type of question cannot be altered. The actual question or options for answering the question can be updated.

The current limit on questions in custom surveys is 20 per survey.

Settings for Custom Surveys are on a survey to survey basis— they do not apply for each survey you create.