Brief Overview

WalkMe Surveys in the console enhance WalkMe's existing survey functionality by providing advanced, AI-driven survey creation along with improved tools for survey distribution and analytics. With the Surveys app, organizations can create NPS-style, multiple-choice, and open-ended question surveys that are delivered within digital workflows or shared as standalone experiences.

The app supports customizable templates and branding options to help deliver a consistent user experience while collecting meaningful feedback at key moments across the user journey.

Use Cases

• Employee Feedback Collection: HR leaders quickly create and deploy surveys to gather employee sentiment regarding onboarding, benefits, or engagement, - no prior WalkMe experience needed.
• Customer Satisfaction Surveys: Customer Success Managers easily publish in-app surveys or send email surveys after support interactions to measure customer satisfaction and NPS, tracking trends over time.
• Training Effectiveness: Training Managers collect feedback within digital training sessions to evaluate content effectiveness and identify areas for improvement, ensuring feedback is captured at the most relevant moments.
• Feature Adoption Insights: Product Managers deploy targeted surveys directly within new product or feature flows to understand user adoption and gather feedback without requiring technical expertise.
• Operational Efficiency Reviews: Business Operations teams embed surveys within key processes to collect feedback on workflows and identify bottlenecks, enabling continuous process improvements.
• Compliance and Policy Feedback: Legal and Compliance teams send full-page surveys to employees for feedback on internal policies, helping to ensure alignment and understanding at key milestones.

Access

Access Surveys in the console:

1. Open the WalkMe Console
   
   • US Data Center
   • EU Data Center
   • SAP US Data Center
   • SAP EU Data Center
   • FedRAMP Data Center
   • Canada Data Center
2. Go to the Content category
3. Select Surveys

How It Works

The Surveys app is managed in the WalkMe Console and includes the following key areas:

Surveys Builder page

The Surveys Builder is where surveys are created and managed. Surveys can be prepared for delivery as popup surveys or full-page surveys, depending on how feedback is collected.

Surveys Builder Page Overview

Surveys Overview page

The Surveys Overview page provides a centralized view of survey performance across your account, including high-level engagement metrics and survey-specific insights. It helps teams understand how users interact with surveys across systems and standalone experiences.

Surveys Overview

Technical Notes

• Customization limitations 

  • Classic Surveys: You can use CSS to customize, but you might need some advanced skills to make it match the look of your app

  • Full page surveys: No BBcode, richtext, or custom CSS

  • Theming app integration: Is supported

    • Popup surveys must have Theming enabled on the editor system that hosts the survey. Theming applied to the editor system will be inherited by the survey.

    • Full page surveys must have Theming enabled on the “Global Survey” system

  • Mobile/Decktop app limitations

    • Console surveys are only supported on web browsers. Mobile apps and desktop apps are currently not supported.

• Theming limitations

  • Custom Theming for popup surveys is automatic and based on the selected editor system.

  • Custom theming for full page surveys requires manual setup in the Theming app using the Global Surveys Shadow System.

• Rich text editor limitations

  • Rich text formatting is supported only for List View answer formats in Single Choice and Multiple Choice question types

  • Dropdown format answers do not support rich text

  • Spellcheck is active by default for all tich text editor fields, including question titles and descriptions

  • The dropdown modal for Single/Multiple Choice options is not a rich text editor, so spellcheck is not available there

• Customizable Thank You page

  • Only available for surveys created after February 23, 2026

  • Surveys created before February 23, 2026 do not support this feature

    • Workaround: Duplicate an existing survey to enable the customizable Thank You page on the new version

  • This page does not currently support translations