Set up attributes and hierarchies

Attributes are the demographics attached to each participant — team, region, manager. They power every filter and segment in your results, and hierarchies turn them into an org chart for downline reporting.

Before you start

You need the admin role. Attributes come from the columns in your participant import — see Prepare and upload your participant CSV. Configure how they’re used in the survey’s settings.

Set the Team Name demographic

One attribute acts as the default grouping for your heatmap. In settings, choose which attribute is the Team Name Demographic — for most organizations this is a literal Team Name column, but it can be any attribute that describes the groups you want to compare.

Build a hierarchy

A hierarchy links participants to their managers so results can roll up the org chart. It pairs two demographics:

1. In the survey’s settings, add a hierarchy.
2. Choose the Segment By demographic — the attribute that identifies each person’s manager, such as Manager Email.
3. Choose the Reference demographic it matches against — the attribute on the manager’s own row, such as Email. In this example, a participant whose Manager Email is [email protected] rolls up to the participant whose Email is [email protected].
4. Set the top-level value — the person or node at the top of the chart — and save.

With the hierarchy in place, reporting can show any leader their downline: their direct reports and everyone below them. See Use hierarchy and downline views.

Keep the data clean

Hierarchies are only as good as the CSV behind them. Every Manager Email value must exactly match an Email value elsewhere in the file — a typo breaks that branch of the chart. If a segment looks empty in results, check the source rows first.

Next step

With demographics set, you’re ready to schedule your survey and customize invitations.