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A survey is a lesson made of questions with no right answers. Use one to learn about your members before a workshop or program starts, and a second one afterwards to see what changed. Nothing in a survey is graded, and members never see a score. Surveys sit in the lesson list like any other lesson, so a course can mix them freely: a survey first, then lessons, a knowledge check, and a follow-up survey at the end. The answers come back to you in the cohort brief for a list, and on each member’s profile.

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Add a survey

1

Open the course editor

Go to Courses and open the course.
2

Add a survey

Open the chevron menu next to Add lesson in the lesson sidebar and choose Add survey. If the course has modules, each module header menu offers the same option. A new survey starts with one rating question, so it never opens empty.
3

Write the questions

Type / and insert blocks from the Survey questions group: Rating Question, Choice Question, or Text Question. Headings and short text in between are fine; they are shown but not collected.
4

Choose the settings

Open Survey settings from the survey’s row in the sidebar, or from the Survey settings chip at the top of the survey. See Survey settings below.
5

Publish

Publish the survey like any lesson. Surveys show their own icon in the lesson list.
Survey questions only work inside survey lessons. The / menu offers them only there. If one ends up in a normal lesson (for example after a paste), the editor warns you and members never see it.

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Question types

Every question is required by default. Turn off Required in its settings to make it optional; members then see an Optional tag on it. Each question also has a Question key under Advanced. Fayne creates it for you. It is what answers, before and after comparisons, and exports are matched by, so leave it alone unless you know you need to change it.

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Survey settings

When on, later lessons stay locked until the member answers this survey, with an “Answer … first” note in the sidebar. Off by default. Turn it on for a survey that must come first, such as prework before a workshop.
You see totals and quotes without names. Answers from an anonymous survey never appear next to a member’s name, on their profile, or in the CSV export. Once someone has answered, Anonymous can’t be turned off, because people answered believing their names were hidden. You can still turn it on later; answers given before stay named.
Pick an earlier survey in the same course with the same questions. The cohort brief then shows how ratings moved from the first survey to this one.

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Before and after

To measure change, ask the same rating questions twice.
1

Build the first survey

Add the survey members answer before the program starts, with the self-ratings you care about.
2

Duplicate it as a follow-up

Open the survey’s menu in the sidebar and choose Duplicate as follow-up. Fayne adds a copy named ”… (follow-up)” with the same questions and sets Compare with to the first survey for you.
3

Move it into place

Drag the follow-up to where it belongs, usually at the end of the course or after the live session.
You can reword the follow-up’s questions. Pairing works through each question’s key, not its wording, so keep the keys the same.

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What members experience

Submit once

Members answer the questions and press Submit answers. A required question left empty is pointed out before anything is sent.

Answers are final

Once submitted, a survey can’t be changed. Coming back to it shows their answers, read-only. A baseline that can be edited later is no baseline.

Counts as a lesson

A survey is complete when it is submitted, and it counts toward course progress like any lesson. Scrolling to the end does not complete it.

Signed-in members only

Guests and preview visitors can read a survey but must sign in to submit it.
A survey goes to your academy by its nature, so there is no separate notice. If a survey is anonymous, or the answers are used in a particular way, say so in the survey’s intro text.

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What you can change after answers come in

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Where the answers go

  • Cohort brief: put the members on a list and open the list’s Brief tab for response rates, rating charts, choice results, quotes, and before and after. See Cohort brief.
  • Member profile: the Responses tab on a member’s profile shows their answers to named surveys. See Managing members.
  • Reminders: email the members who haven’t answered yet. See Reminder emails.
You can ask the AI editor to create a survey for you, for example “add a short survey before the first lesson asking how confident people feel about each topic.” Review the questions and settings before you publish. See AI Customization.

Cohort brief

Read a list’s answers as one report.

Knowledge checks

Graded questions with a pass mark.