Creating surveys

Connected feedback sources tell you what customers say when they choose to speak up. Surveys let you ask the questions yourself - and in Pilea, every response lands in the same analysis pipeline as the rest of your feedback.

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The three-step builder

Building a survey is a three-step flow:

1. Basic Info - give the survey a name, a title, and a description.
2. Questions - add your questions in the visual builder. You need at least one, and you can mix question types: rating, NPS, CSAT, and multiple-choice are all supported.
3. Settings - configure how the survey is displayed.

Then publish.

💡 Tip: Short surveys finish. A single well-aimed NPS or rating question with a follow-up beats a ten-question form most respondents abandon.

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Display modes

Choose how the survey reaches people:

Mode	How it works
Expandable link	A collapsed link that expands in-app when clicked
Popup	A modal overlay
Shareable link	A hosted page with a unique URL - drop it in emails, docs, or chat

You can customize the link text, the submit button text, and the thank-you message, so the survey speaks in your product’s voice rather than ours. Pilea generates embed code for your site, so getting a survey in front of users is a copy-paste job.

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Where responses go

This is the part that makes Pilea surveys different from a standalone form tool: responses don’t pile up in a separate results tab waiting for someone to export a CSV.

Each response lands as a mention with the source Survey and goes through the same analysis pipeline as everything else - PII redaction (if enabled), sentiment, classification, customer linking, and linking to backlog items. A survey answer that mentions a pain point counts toward the same backlog item as the support tickets about it. One pipeline, one backlog, no silos.

ℹ️ Note: Already ran surveys elsewhere? You don’t have to abandon that data. Upload survey spreadsheets under Documents and Pilea will process those responses too.

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A sensible first survey

1. Create a survey with one NPS question and one open follow-up.
2. Publish it as a shareable link and send it to a recent cohort.
3. Give responses time to arrive, then check your mentions filtered by source Survey.
4. Watch the backlog: items your survey respondents echo will gain mentions - and priority score - accordingly.

The survey doesn’t just tell you a number. It feeds the same evidence engine that ranks your entire backlog.

Next: Working with mentions