Survey Form
Create, configure, and send NPS surveys to your customers — all from within your Monday.com board.
Creating a Survey Form
In the SmartForm board view, click the add form button and select Survey Form to create one alongside your existing Item and Subitem forms.
Survey Settings
Configure your survey’s metadata and access controls.
Title & Description
| Field | Description |
|---|---|
| Survey Title | Internal name to identify your survey (e.g., “Q2 Customer NPS”) |
| Survey Description | Optional internal notes for context |
Form Access Level
| Level | Description |
|---|---|
| User Level (default) | Only the form creator can view and edit this survey |
| Account Level | All board members can view and edit this survey |
Before deactivating a user who created surveys with User Level permissions, switch to Account Level first. Otherwise, the survey form becomes permanently inaccessible.
Form Deactivation Condition
Automatically disable survey links based on a status column value.
Select a Status Column
Choose which status column to monitor from the dropdown.
Choose the Deactivation Value
Select the specific status value that triggers deactivation.
Example: Set deactivation to trigger when “Support Status” reaches “Resolved” — this prevents customers from submitting surveys after their ticket is closed.
Survey Content
Design what your respondents will see. The editor uses a split-pane layout — configuration on the left, live preview on the right.
Logo
| Option | Description |
|---|---|
| Hide Logo | No logo — minimal, distraction-free appearance |
| Company Logo | Uses your organization’s default Monday.com logo |
| Custom Logo | Upload a survey-specific image (JPEG, PNG, GIF, WebP, SVG — max 5 MB) |
Score Type
| Type | Description |
|---|---|
| NPS Score (0–10) | Numeric scale with color-coded buttons — red (0–6), yellow (7–8), green (9–10) |
| Star Rating (1–5) | Classic star-based scale for quick satisfaction ratings |
Use NPS Score for standard Net Promoter Score measurement. Use Star Rating for simpler satisfaction surveys.
Content Fields
Customize the text and visibility of each survey element.
| Column | Description |
|---|---|
| Field | The survey element name (e.g., Heading, Score Title, Feedback) |
| Value / Setting | Editable text content that appears on the survey |
| Required | When enabled, respondents must complete the field before submitting |
| Enable | Controls visibility on both the public survey and the invitation email |
- Score Value is always visible and cannot be disabled.
- Feedback Title & Feedback Value share a grouped toggle — enabling or disabling one applies to both.
- Changes are reflected instantly in the live preview.
After Submission
| Field | Description |
|---|---|
| Submit Button Text | Customize the button label (default: “Send feedback”) |
| Success Title | Heading shown after submission (default: “Thank you!”) |
| Success Message | Message shown after submission (default: “Your response has been recorded.”) |
Field Mapping
Connect survey fields to columns on your Monday.com board. This determines where responses are stored.
Field Requirements
| Survey Field | Required | Allowed Column Types | Purpose |
|---|---|---|---|
| Recipient Email | Yes | Email, Text | Stores recipient email addresses |
| Score | Yes | Number, Rating (star only) | Stores the score value |
| Feedback | No | Text, Long Text | Stores feedback text |
| Survey Link | No | Text, Link | Stores the generated survey URL |
| Survey Sending Status | No | Status | Tracks email sending state |
Recipient Email and Score are required mappings. The automation will not function without them.
Add New Column
Each dropdown includes an “Add new column” option that opens a column creation modal, so you can create the right column type without leaving the survey editor.
Sync Board
If you make changes to your board columns in Monday.com, click the Sync Board button to refresh the column list.
Score Type Switching
When switching from Star Rating to NPS Score, any mapped Rating-type column is automatically cleared — Rating columns only support 1–5 values, which are incompatible with the 0–10 NPS scale.
A green check (✅) means the field is mapped successfully. A red warning (⚠️) means a required field is still unmapped. Columns already in use are excluded from other dropdowns.
Email Settings
Design the survey invitation email your recipients will receive. Like Survey Content, this section uses a split-pane layout with configuration on the left and a live email preview on the right.
Email Configuration
| Field | Description |
|---|---|
| Email Subject | Subject line shown in the recipient’s inbox |
| From (Sender Name) | Display name of the sender |
| Email Content | Body text of the email — supports dynamic column references |
| Email Signature | Appended at the bottom — also supports column references |
Dynamic Column References
Personalize your emails by inserting values from your Monday.com board columns.
Type the / key
While editing the Email Content or Signature fields, press / to open the column reference menu.
Select a column
Choose from the list of available board columns (e.g., “Client Name”, “Company”).
Token is inserted
A column token (e.g., {client_name}) is inserted into the text. At send time, it is replaced with the actual item value.
Supported Column Types
Only columns matching the types below will appear in the / reference menu. Other column types are not supported for dynamic references.
| Column Type | Monday API Name |
|---|---|
| Text | text |
email | |
| Long Text | long-text / long_text |
| Numbers | numeric / numbers |
| Status | status / color |
| Link | link |
| Date | date |
| Phone | phone |
| Location | location |
| Rating | rating |
| Item Name | name |
Some types have multiple aliases (e.g., long-text / long_text, numeric / numbers, status / color) to handle inconsistencies in the Monday API naming.
Not supported: Timeline, People, Dropdown, Checkbox, File, Hour, Week, World Clock, Tags, Country, Mirror, Formula, Dependency, Board Relation, and Subitems columns cannot be used as dynamic references.
Sending Survey Emails
Survey emails are sent using Monday.com automations. This connects your survey configuration to actual email delivery.
Setting Up the Automation
Go to Integrations
Open your board’s Integrations section in Monday.com.
Configure the trigger and action
- When: a specific status column changes to a specific value
- Then: send a survey email via SmartForm for the selected survey form
Save the automation
Your automation is now active and will send survey emails whenever the trigger condition is met.
What Happens When Triggered
When the automation fires, here’s the full sequence:
Each board item generates a unique survey link tied to that specific recipient and item. This ensures responses are tracked per-item on your board.
Survey Submission
This section covers the recipient experience — from receiving the email to submitting their response.
What Happens When Submitted
Error States
The survey form handles edge cases with clear error messages:
| Error | Cause |
|---|---|
| Form Not Found | Survey was deleted by an admin |
| Inactive Form | Survey was disabled by an admin |
| Inactive Link | The item’s deactivation condition was met |
| Subscription Expired | App subscription needs renewal |
Contact Support
Need help with Survey Forms or other SmartForm features?
Need Assistance?
Our dedicated support team is ready to help you get the most out of SmartForm. Whether you have questions about setup, configuration, or advanced features, we’re here to assist.
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