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Create a Partner Survey

Published on: Thu, 22 Jun, 2023 at 11:31 PM | Updated on: Thu, 15 Jan, 2026 at 2:37 AM

Surveys allow you to collect information from partners to improve or streamline your business. You can survey partners who already joined your program or upon sign-up. Sign-up surveys are shown to new partners when they apply to your brand. Existing partners can respond to their surveys on the Surveys screen.

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Create a survey

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!

From the left navigation menu, select [Engage] → Partners → Surveys.
On the Surveys screen, in the upper-right corner, select Create Survey.
Enter a Name and Description for the survey.
Select Choose File to upload a cover image for your survey.
- GIF, JPG, and PNG file formats are supported with a maximum file size of 1 MB.
Select [Plus] Add Question to formulate and specify your question details.
Survey question fields
Enter a Question using 250 characters or less.
In the Custom Field section choose either of the following:
Select [Radio Button] to Use an existing custom field and choose an existing survey from the from the [Drop-down menu].
[Radio Button] to Create a new custom field. For example, create an Age custom field with a number input if you frequently collect data about partners' age.
If you selected Create a new custom field above, select the question Type format from the [Drop-down menu]
Paragraph – Open-ended questions that allow unique answers.
Number – Responses that require a numeric input.
Checkbox – Allows respondents to select one or multiple options.
Multiple Choice – Requires the respondent to choose only one option from a list.
Date Picker – For questions that require a specific date as an answer.
Drop Down – Provides multiple options hidden in a dropdown menu (single or multiple selections).
File – Allows the respondent to upload a file attachment.
The question type will be populated with a custom field if you choose an existing custom field.
Select the [Unchecked box] to make the question Required.
Select the [Unchecked box] to allow partners to edit their responses after submitting.
Select Add to add the question.
[Toggle on] Schedule Survey Dates to add dates for when the survey starts and ends.
- You can select a timezone from the [Drop-down menu] However, if you do not select dates the survey will be available immediately and indefinitely until you disable it.
- [Toggle off] Schedule Survey Dates for surveys you want to include in the partner sign-up page.
[Toggle on] Restrict Partner Access to only allow specific partners or partner groups to access and reply to the survey.
- Select the Partners [Drop-down menu] to specify the partners you want to include in your survey.
- Select the Groups [Drop-down menu] to specify the partner groups you want to include in your survey.
Select Save when you're done.
Note: Once you select Save, the survey will automatically be available for partners to see and answer.

Create a survey

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