Set the survey target type

This feature requires Admin permission or the Survey Manager role to operate, and Member permission or the Survey Viewer role to view. See Configure login users and roles for details. The “Device” target type requires the Device feature.

Usage examples by target type

Target type	Usage example
Employee	Select employees from the employee list and send a survey to them directly or to their managers. Example: Send an enrollment confirmation to managers linked to the list of Company X, a contracted partner. Send a questionnaire to full-time employees.
Device	Select devices and send a survey to the owner or the owner’s manager. Example: Send a confirmation to the owner for a device inventory check. Physically verify devices that are subject to fixed asset management.
SaaS app	Select accounts for each SaaS service and send a survey to the owner or the owner’s manager. Example: Ask ChatGPT users directly about their satisfaction with the service.

Create a survey with target type “Employee”

Item	Setting
Target type	Select “Employee”.
Recipient type	Choose from “Target / Target’s Manager”. Select Target to send a survey to each individual, or select Target’s Manager to send by department.
Select targets	Accounts registered in the directory are displayed. Select the survey recipients. Click Select all to select every target, or Deselect to clear your selection. Check Include inactive and external employees to also show employees with a status other than active.

Select targets screen showing the employee list, with the Select all and Deselect buttons

Create a survey with target type “Device”

Item	Setting
Target type	Select “Device”.
Recipient type	Choose from “Target / Target’s Manager”. Select Target to check device ownership per individual, or select Owner’s Manager to check device ownership by department.
Select targets	Users registered in the device screen are displayed. Select the target devices for the survey. Click Select all to select every target, or Deselect to clear your selection.

Select targets screen showing the device list, with the Select all and Deselect buttons

Create a survey with target type “SaaS app”

Item	Setting
Target type	Select “SaaS”.
Recipient type	Choose from “Target / Target’s Manager”. Select Target to check SaaS usage per individual. Select Target’s Manager to check SaaS usage by department.
Select targets	Accounts registered in the service screen are displayed. When you select a service under “Select targets”, the accounts for that service appear. To target accounts across multiple services, check the desired accounts, then select another service and check its accounts as well. Click Select all to select every target, or Deselect to clear your selection.

Introduction

Guides by use case

Guides by feature

Admin settings

FAQ and troubleshooting

Usage examples by target type

Create a survey with target type “Employee”

Target configuration (target type: Employee)

Preview mode (target type: Employee)

Create a survey with target type “Device”

Target configuration (target type: Device)

Preview mode (target type: Device)

Create a survey with target type “SaaS app”

Target configuration (target type: SaaS app)

Preview mode (target type: SaaS app)

​Usage examples by target type

​Create a survey with target type “Employee”

​Target configuration (target type: Employee)

​Preview mode (target type: Employee)

​Create a survey with target type “Device”

​Target configuration (target type: Device)

​Preview mode (target type: Device)

​Create a survey with target type “SaaS app”

​Target configuration (target type: SaaS app)

​Preview mode (target type: SaaS app)

Usage examples by target type

Create a survey with target type “Employee”

Target configuration (target type: Employee)

Preview mode (target type: Employee)

Create a survey with target type “Device”

Target configuration (target type: Device)

Preview mode (target type: Device)

Create a survey with target type “SaaS app”

Target configuration (target type: SaaS app)

Preview mode (target type: SaaS app)