Surveys collect what athletes report about themselves (sleep, soreness, mood, readiness, nutrition) through short forms they answer on their phone. Every answer is stored as a measurement, so you can chart it, score it with a formula, and act on it in automations. This guide covers building a survey, getting it to athletes, what they see, and reading the answers.
Creating a survey
A survey is a kind of metric, so it lives in the metrics hub (see Metrics). To create one:
Open Metrics and go to the Metrics tab.
Click Add metric, then choose Survey (1).
Enter a Name. Athletes see it as the title of the survey.
Optionally click + Description to add text shown to athletes above the first question.
Click Create survey.
The panel then becomes the survey's builder. To open it again later, click the survey's row on the Metrics tab, or click Edit (1) at the top of the Info rail on the survey's results page.
The builder lists the questions in the order they're asked (1), with Add question (2) below them, and shows an Athlete preview (3) of the survey on a phone beside the panel. Tap a question on the preview to open it, or answer it there to see the survey filled in; answers on the preview aren't saved.
Adding questions
Click Add question. In the New question panel:
Type the Question, the text athletes read. It's also the name of the metric that stores the answers.
Pick an Input type (1). See the types below.
Set up the options for that type (2), if it has any.
Turn on Show on athlete profile to let athletes see their own history for this question.
Optionally add a Description, shown under the question, or a Unit, shown after the answer (oz, hrs, kg).
Click Add question.
To change a question, click its row in the builder, edit it, and click Save. To reorder questions, drag a row by its handle. To take a question out, click the × on its row, or Remove at the bottom of its panel: the question's metric and every answer recorded against it stay in your metrics, and only this survey changes.
Changing the type clears the options
On a saved question, the input type sits behind Change (1). Picking a different type replaces the question's options with the new type's defaults.
Input types
Every answer is recorded as a number. The type decides how the athlete gives it.
Binary choice
Two options, such as Yes / No. Use it for questions like "Did you eat breakfast?"
Binary choice options
Each option has a Label, which the athlete taps, and a Value, which is what gets recorded. They start as Yes = 1 and No = 0.
Scale
A number picked from a range, such as 1 to 5 for soreness or mood. The athlete sees the numbers in a row and taps one.
Scale options
List the numbers the athlete picks from, in order. Click Add value for another number, or the × beside one to remove it. A scale starts as 1, 2, 3.
Multiple choice
Pick one of several labelled options, such as Poor, Good, Great. The athlete sees a list and taps one.
Multiple choice options
Each option has a Label and a Value, like a binary choice. Click Add choice for another option. A question needs at least two.
Whole number
Free entry of a whole number, such as ounces of water or number of meals. There's nothing to configure.
Decimal
Free entry with decimals, such as 7.5 hours of sleep. There's nothing to configure.
Can a survey include an open-ended question?
No. Every question is one of the five types above and records a number, which is what lets you chart, score and automate on the answers. For a written comment, athletes can use Add notes at the bottom of the block the survey is in; the notes are saved with their workout, not as a survey answer.
Scoring a survey with a formula
To roll the answers into one score, such as a readiness total, open the builder's Formula section and turn on Custom formula (1). Build the Expression (2) from numbers, operators, and this survey's own questions. The Daily Readiness survey below adds its three answers together.
The score is calculated each time an athlete answers, shows on the results page beside the answers, and can be read by automation conditions. See Formulas for how expressions work.
Deploying surveys
Athletes answer surveys inside their training, as a block in a workout. There are two ways to put one there.
In a block
In the block editor, click Add survey (1), then select the Survey in the form that opens. When the workout is delivered, the block holds one entry per question, in order. Add survey only appears when the team has at least one survey. See Blocks.
With an automation
To send a survey on a schedule or in response to something, add an action node to an automation, choose Send a survey (1) as its type, and pick the Survey (2).
When the action runs, the athlete gets a workout called "Survey" on that day's calendar, holding a block named after the survey. An athlete gets each survey at most once a day this way. See Automations.
What athletes see
On their phone, the survey is a block in the day's workout. Each question shows its text and description, and the athlete answers it with the control its type calls for: a row of numbers for a scale, a list of options for a binary or multiple choice, and a number field for a whole number or decimal. They tap Save progress to save their answers, or Complete all to finish the block. See Mobile interface for the rest of the workout screen.
To check how a survey reads before you send it, open it in the builder: the Athlete preview beside the panel draws each question with its control, and keeps up with your edits before you save.
For a question with Show on athlete profile on, athletes can see their own history of answers.
Viewing results
Survey answers are metrics, so they show wherever your measurements do:
Results page. Click View data on the survey's row on the Metrics tab, or the survey's column header on the Data tab. It has a column for each question, plus the score when the formula is on, and a row for each athlete, over the window the toolbar sets. The Info rail on the left says whether the formula is on and whether athletes can see the survey, with Edit at its top to open the builder. Below it, the rail draws each question as athletes see it, with each option's label beside the value it records. Click a question's column header to see that question alone.
Data tab. A survey's column is read-only: its values come from athletes' answers.
Reports and automations. Chart questions or the score in reports, or use them in automation conditions, like any other metric.
Flex. Ask Flex how a group or an athlete has been answering, such as who reported poor sleep this week or who has entered the same score every day.