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Getting Started with the Custom Survey Builder

The Custom Survey Builder lets you create personalised WhatsApp surveys by asking different questions based on each learner's destination after completing their course.

Written by Craig Sully

How it works:

Understanding pathways

After answering Q1, learners are automatically placed into one of five pathways:

  • In Paid Employment

  • In Education

  • In an Apprenticeship or Traineeship

  • Not Working and Not in Education

  • Gap Year / Volunteering / Retired / Unpaid Carer / Independent Living

Each pathway can contain different custom questions.

Fixed vs Custom Questions

There are two types of questions in every survey.

Fixed Questions

Q1, Q2 and Q3 are fixed and cannot be edited or removed.

This ensures:

  • Accurate destination reporting

  • Compliance with WhatsApp messaging best practices

Custom Questions

Everything after Q3 is yours to customise.

You can:

  • Add questions

  • Edit questions

  • Reorder questions

  • Copy questions between pathways

  • Delete questions

Question Types

There are two question types available:

Menu Options

  • Learners choose from a list of answers.

  • Best for consistent reporting.

Free Form

  • Learners type their own response.

  • Best for feedback and open-ended questions.

Before you start

Before building your survey, think about:

  • What information do you actually need?

  • Which pathways need different questions?

  • Could a Menu Options question work instead of Free Form?

💡 Tip: Shorter surveys generally lead to higher completion rates.

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