Creating surveys

A survey can contain up to five questions. You can send surveys to targeted groups of users, based on endpoint trigger conditions. If you define trigger conditions for a survey, you can also include remediations in the last survey question.

When the endpoint meets the conditions for a survey, the survey displays to the endpoint user as a notification. If the user postpones the survey, they can later access the survey in the End-User Self Service Interface. For more information, see Tanium End-User Notifications User Guide: Customizing the End-User Self Service interface.

Create survey

  1. From the Engage menu, go to Surveys. Click Create Survey.

  2. Give the survey a title. This title displays to the user in the notification on the endpoint.
  3. Define trigger conditions. A trigger condition defines when the end user of the endpoint gets prompted to take the survey. The trigger condition can be based on a Tanium sensor or performance metric. Click Add Condition, then click + Row or + Group to define the trigger condition. Click Apply to save the condition, then click Save. Specify the Minimum time between survey notifications, which is an amount of time between survey notifications that the user receives on the endpoint, in hours. By default, the survey notification is every 24 hours.
  4. Add survey questions. Click Add Survey Questions. You can either create a new question or select an existing question template. If you create a new question while you are creating the survey, you can add the question to this survey only, or save the question as a template. For more information about managing question templates, see Create question templates.
  5. If you are creating a question, you can add the question details, and text. For the answer choices, you can provide multiple choices and a remediation. A remediation can be one of the following types: 

    • A link that opens a URL for the user, for example, to open a ticket with the IT help desk. The link must start with https://.

    • A task to deploy to the endpoint when the associated response is selected. You can choose from the following pre-defined tasks: 

      Restart Endpoint

      Restarts the target device.

      Clear Microsoft Teams Cache

      Clears cache to resolve problems with Microsoft Teams.

      Clear DNS Cache

      Clears DNS cache to help resolve network issues.

      Enable / Disable Fast Start

      Enables or disables the Windows OS Fast Start feature.

      Restart <application>

      Restarts the Cisco Webex, Google Chrome, Microsoft Edge, Microsoft Outlook, Microsoft Teams, Mozilla Firefox, Slack, or Zoom application.

      User Disk Cleanup

      Performs light (Recycle bin empty) clean.


      You can include remediations only in the last question of a survey.

  6. Save the survey. You can either save the survey as a draft or save and schedule the survey to run. To save the survey as a draft, it must have at least a title and one survey question.

Schedule survey run

When you create a survey, it is in draft mode until you schedule it to run. When a survey is running, the survey is collecting feedback from the targeted endpoints.

  1. From the Engage menu, go to Surveys. Click the name of the survey that you want to schedule. The survey must be in Draft or Done status.

  2. If the survey is in Draft status, click Schedule and Run Survey. If the survey is in Done status, click Run Survey again.
  3. Edit the schedule. You can schedule a survey to run one time, or ongoing. You can also schedule a survey to run immediately or on a scheduled date. You can also choose to use UTC (default) or the endpoint local time to schedule the survey. Set a Start Time and End Time.
  4. Choose endpoints to target with the survey. You can select computer groups to receive the survey. The user that creates the survey must have management rights to this computer group. To assign computer groups to a user, see Tanium Platform User Guide: Manage computer group assignments for a user.
  5. Choose user options for the survey, including whether they can postpone or decline the survey.
  6. Click Run Survey. If you want to end a survey while it is running, click End Current Run.

View existing survey status

You can view the latest surveys on the Engage home page. To view all surveys, from the Engage menu, go to Surveys.

Survey status icons
Status Description
Draft The survey is in draft mode. Finish editing and schedule the survey run.
Running The survey is currently running and collecting feedback from targeted endpoints.
Scheduled The survey is scheduled to run at a future date and time.
The survey is done. You can run the survey again by editing the schedule.
The survey contains an error.

End user survey experience

While the survey is running, all targeted endpoints receive the survey. The end user receives the survey as a notification on their endpoint. The user can take one of the following actions: 

  •  Take the survey.

  • Postpone the survey, if the Allow user to postpone survey setting is enabled. The end user gets notified about the survey again at the scheduled interval.
  • Decline the survey, if the Allow user to decline survey setting is enabled. The user is not notified about the survey again.
  • Close the window, shut down the endpoint, or take no action. In any of these scenarios during private preview, the notification expires after 5 minutes and is not shown again. The user must view the survey in the End-User Self Service Interface.
  • View the survey in the End-User Self Service Interface. The survey is listed in this interface, even if the user declined or postponed the survey.

View survey results

  1. From the Engage home page or the Surveys page, click the name of the survey that you want to view.

  2. If you want to change the results to a previous run, select a run from Survey Runs.
  3. The Survey Results section shows a summary of the endpoints that received the survey and the users that responded to the survey.
  4. View details about survey responses from users in the Responses section.
  5. To view the survey questions, expand the Survey Questions section.

Run survey again

You can run a survey that is in Closed state again. You can change the schedule, options, and endpoints that are targeted with survey. If you want to change any survey questions, you must create a new survey.

  1. From the Engage menu, go to Surveys. Click the name of the survey that you want to run again. The survey must be in Done status.
  2. Click Run Survey Again.
  3. Edit the schedule. You can schedule a survey to run one time, or ongoing. You can also schedule a survey to run immediately or on a scheduled date. Depending on the options you choose, set a Start Date (survey starts at 12:00 AM Coordinated Universal Time (UTC)) and End Date (survey ends at 11:59 PM UTC).
  4. Choose endpoints to target with the survey. You can select computer groups to receive the survey. For more information about configuring computer groups for Engage, see Organize computer groups.
  5. Choose user options for the survey, including whether they can postpone or decline the survey.
  6. Click Run Survey. If you want to end a survey while it is running, click End Current Run.

Create question templates

To create questions that you can reuse in multiple surveys, create survey question templates.

  1. From the Engage menu, go to Survey Question Templates page

  2. Click Create Question.

  3. Add the question details, text, choices and a remediation for one of the answers. The remediation can provide a URL to open when the associated response is selected. Click Submit.
  4. You can add the question to a survey when you add questions. During the survey creation process, click Add Survey Questions > Choose Existing.

After you add a question based on a survey template to a survey, you can no longer edit the question in the survey by editing the survey question template.