Setting up Surveys and Questionnaires in Bitrix24
HR wants to know if employees are satisfied with working conditions. They create a Google Form, post the link in the general chat, and get responses from 15 out of 80 people. The results end up in a spreadsheet that needs to be processed manually. A quarter later, the next survey requires copy-pasting and a new link, yielding another 15 responses. Surveys within Bitrix24 solve this problem: questionnaires arrive as notifications to each employee, responses are collected automatically, and analytics are available without exports.
Survey Tools in Bitrix24
Bitrix24 offers several mechanisms for conducting surveys:
- Activity Stream Polls — quick votes with answer options. Suitable for simple questions: choosing a corporate event date, voting on a project name.
- CRM Forms — full-featured questionnaires with various question types. Suitable for satisfaction research, feedback collection, event evaluation.
- Business Processes — for sequential questionnaires where the next question depends on the previous answer.
Question Types
CRM Forms support:
| Type | Example Usage |
|---|---|
| Single Choice | "How do you rate your workspace?" — Excellent / Good / Satisfactory |
| Multiple Choice | "Which benefits are important to you?" — Health Insurance, Meals, Sports, Training |
| Text Field | "What would you improve in the office?" |
| Scale (Numeric) | "Rate from 1 to 10" |
| Date | "When is it convenient for you to attend training?" |
| File | "Attach a photo of the issue" |
Anonymous Surveys
For honest feedback, anonymity is essential. In Bitrix24:
- Activity Stream Polls — support anonymous voting (toggle "Anonymous Poll" when creating). Employees see results but cannot see who voted for what.
- CRM Forms — anonymity is ensured by configuring the form without user binding. The form opens via direct link, responses are saved without identification.
For anonymous surveys with department identification (but not individual names), use an intermediate approach: the form requests only the department, without names.
Distribution and Response Collection
For high response rates:
- Questionnaires are sent as personal notifications to each employee via business process.
- A deadline is set — a task "Complete Survey" with a due date.
- Reminders — automatic notifications to those who haven't responded.
The business process checks the employee list, creates a task for each with a link to the form, and tracks completion.
Result Analytics
CRM Form results are available in the CRM section (as leads or smart process elements). For analysis:
- Filter responses by departments, dates, values
- Export to Excel for chart creation
- Report in Bitrix24's BI Builder (available on higher plans)
For Activity Stream polls, results are visible directly in the post: percentage of votes for each option.
What We Configure
- CRM Forms for questionnaires with the required question types
- Anonymous and identified surveys
- Automatic distribution via business processes
- Reminders for non-respondents
- Result collection and visualization
- Templates for recurring surveys (quarterly, post-event)