---
title: Create an exit survey
description: Only admins can create an exit survey to collect feedback from employees who are leaving the organization.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Butterfly EI](https://help.engagedly.com/butterfly-ei?hsLang=en)
3. [Exit Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#exit-survey)

# Create an exit survey

Only admins can create an exit survey to collect feedback from employees who are leaving the organization. After creating the survey, manually add employees from the exit survey report to send it to them. This helps identify the reasons behind attrition and areas for improvement.

### **1. Open the exit survey**

Navigate to **Apps \> Butterfly EI \> Exit Survey**.

1. If no exit survey exists, click **+ Setup your first Exit Survey**. If an exit survey already exists, click **Add Exit Survey** at the top right.

**⚠️ Warning:** If you navigate away from the creation page before submitting the exit survey, your entries are not saved.

### **2. Set up the trigger and disclaimer**

1. (Optional) Under **Disclaimer**, enable **Show disclaimer page to employees before they start the survey** and enter the disclaimer text.
2. Under **Trigger question**, select a custom trigger question from the Butterfly library, or click **Add custom question** to create one.
3. (Optional) Enable **Submit trigger answer only when all questions in the survey are answered**.
4. Under **Hire Date Field**, select the field that contains the hire date of the employee.
5. Click **Next**.

### **3. Collect the reason for leaving**

Select a reason-for-leaving from the Butterfly library or custom library.

1. Select one of the following options:

- - **Butterfly Library:** Select a question. By default, “What best describes your reason for leaving?” is selected.
    - **Custom Library:** Select a question or click **Add custom question** to create one.

     2.   Click **Next**.

### **4. Set up questions for the survey**

#### **4.1. Add question categories**

Question categories allow you to group questions and calculate a separate score for each group. Butterfly offers default question categories for the exit survey.

To create a new category:

1. (Optional) Under **Question Categories**, click **Add Category**.
2. Enter a category name.
3. (Optional) Enter a code to display a custom icon for the category.
4. Select a type of score: **Average** or **Percent of favorable votes**.
5. (Optional) Enable **Contributes to Overall Score** to include the category score in the survey's overall score.
6. Repeat these steps to add more categories. To remove a category, click the **Delete ![trash](https://help.engagedly.com/hs-fs/hubfs/trash.png?width=20&height=20&name=trash.png)** icon.

#### **4.2. Add questions**

Select questions from the Butterfly library or custom library as required.

###### **Under Butterfly Library:**

Butterfly offers default questions. By default, all questions are selected.

1. Deselect questions as required.
2. Under each question, open the drop-down to:

- - Change the question category.
    - Select the condition to specify when the question appears.
    - Enable **Optional** if the question is not mandatory.

**📒Note:** If you do not deselect any questions, all questions from the Butterfly library are added to the exit survey, along with any custom questions you add.

###### **Under** **custom library:**

Add custom questions if the relevant questions are not available in the Butterfly library. For more information, refer to [Add custom questions for a survey](https://help.engagedly.com/add-custom-questions-for-a-survey?hsLang=en).

### **5. Manage notifications**

1. Enter a title and message.
2. (Optional) Enable **Send description in all supported languages to users whose language is unknown**.
3. (Optional) Enable **Hide survey expiration time in invite**.
4. Under **Send Reminders**, select **Enabled** or **Disabled**.
5. If “Send Reminders” is enabled, set the time and day to send reminder notifications.
6. Click **Next**.

### **6. Manage languages**

1. Review the auto-generated translations under the **General**, **Question** **Categories**, and **Question** tabs.
2. Edit the translations as required.
3. Click **Next**.

### **7. Configure the general settings**

1. Enter a survey name. The name and description are visible only to you, not to employees.
2. (Optional) Enter a survey description.
3. (Optional) Enable **Allow users to continue the survey where they left off**.
4. Click **Submit** to create the exit survey.

After creating an exit survey, add exiting employees to it to trigger the survey. For more information, refer to [Add employees to the exit survey](https://help.engagedly.com/add-employees-to-the-exit-survey?hsLang=en).

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