Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/Creating/CreatingSurveysforInternalUse.htm

## Internal Surveys

Vault CRM allows organizations to conduct surveys to gather feedback and insights from internal users (employees). Unlike external surveys, internal surveys are targeted at specific users rather than accounts. Survey designers can automatically populate the target user list based on selected territories and products.

#### Key Differences from External Surveys:

* Target Audience - Internal surveys are directed at employees, while external surveys target accounts
* Survey Ownership - The user targeted for the survey is automatically assigned as the owner
* Open Surveys - Open surveys, where end users select their own targets, are not supported for internal surveys

**Who can use this feature?**

* Survey Designers — Browser
* [Creating Internal Surveys](#Creating)
* [Automatic Targeting of Internal Surveys](#Automatic)
* [Publishing Internal Surveys](#Publishing)
* [Copying Internal Surveys](#Copying)
* End Users — Browser, iPad
* [Using Internal Surveys](#UsingEndUsers)
* Users do not require an additional license

### Configuring Internal Surveys for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring Surveys](../SurveysInitalConfig.htm)  is complete.
2. Grant survey designers and end users Edit field permission to the **autotarget\_\_v** field on the survey\_\_v object.
3. Grant survey designers and end users Edit field permission to the **user\_\_v** field on the survey\_target\_\_v objects.
4. Grant access to the **User Survey** object type on the survey\_\_v and survey\_target\_\_v objects.
5. Place the **autotarget\_\_v** field on the survey\_\_v object on the appropriate layout. When this checkbox is selected, targets are automatically created based on territories and products.
6. Place the **user\_\_v** lookup field on the survey\_target\_\_v object on the appropriate layout.
7. Ensure there is an Active VMOC for **survey\_target\_\_v** for iPad users with the following WHERE clause:
   WHERE user\_\_v = @@USER\_ID@@ AND survey\_target\_status\_\_v != 'development\_\_v' AND start\_date\_\_v <= TODAY

### Using Internal Surveys as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Survey Designers](#)

#### Creating Internal Surveys

When creating an internal survey, use the user\_survey\_\_v object type on the survey\_\_v and survey\_target\_\_v objects.

#### Automatic Targeting of Internal Surveys

Survey designers can either manually add users as survey targets through the Survey Targets section or automatically add users as survey targets through auto targeting.

If the autotarget\_\_v checkbox is selected:

* If the assignment type is Territory - a survey target is created for all users in the selected territories
* If the assignment type is Product and Territory – a survey target is created for all users in the selected territories with MySetup as the selected product

Survey designers can manually add and remove targets when the autotarget\_\_v checkbox is selected. Turning off auto targeting will delete pending survey targets that have been added to the survey.

Changing the territory or product fields of the survey deletes pending survey targets that have been added to the survey that no longer meet the survey assignment criteria.

#### Publishing Internal Surveys

Publishing sets the owner of the survey to the user, and moves survey targets to the Pending state.

#### Copying Internal Surveys

To copy a survey:

1. Navigate to **Business Admin > Objects > Surveys**.
2. Select a survey record, or select the Actions menu for a survey in the Surveys list.
3. Select the **Copy Survey** action.

   ![](../../../Resources/Images/Surveys/CopySurvey.png)

   The Clone Survey dialog displays.
4. Select **Clone Survey** or **Clone Survey with Targets**.

   ![](../../../Resources/Images/Surveys/CloneSurveyModal.png)
5. Select **OK**.

Clone Survey with Targets is available for User Surveys only if auto targeting is not enabled. Clone Survey with Targets is not available for Suggestion, Event, or Coaching Report surveys.

The survey record is copied, and the new record displays. Survey questions are also copied. Any survey targets associated with the survey are copied in the Development state if the user selected the Clone Survey with Targets option. Previous responses to questions are not copied.

### Using Internal Surveys as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Users can access and take user surveys through the survey targets tab. For more information, see [Executing a Survey](../CapturingResponses/ExecutingaSurvey.htm#ExecutingExisting).

### Related Topics

[Surveys Overview](../SurveysOverview.htm)

[Configuring Surveys](../SurveysInitalConfig.htm)

[Executing Surveys from CLM](../../Multichannel/CLM/IntegratingFunct/CLMSurveys.htm#Internal)