This is where the fun begins! To create, edit, and send surveys, navigate to the Surveys section from the main menu.

Create a new survey by clicking on the ‘+’ button at the top right corner of the Surveys home screen. This will land you on the survey Configure page, where you will start your 3-step survey creation journey!

Step 1 – Configure your Survey
Here you can configure main properties of your survey:

  • Survey Name – Give it a unique name so it's easier to find when searching.

  • Language(s) – Choose one or multiple languages. The default language is English.

    • NOTE: Once you have selected a language, you cannot change it for the existing survey.

  • Survey Type - Select the Survey Type for your survey

    • REMINDER: Selecting a specific survey type will allow you to provide custom permissions to that survey type, as well as compare results to any other surveys within that same survey type

  • Show Survey Results - this setting allows individual employees to see the current overall results of the survey. Data shows as a percentage, not in absolute numbers. This feature is intended to offer an incentive to employees to see company results. This is an optional feature you can turn on or off

  • Enable Anonymous Conversations - this offers users the ability to respond/react to employees' comments and engage in anonymous conversation with them. Only users with Anonymous Conversations permissions will have access to this feature.

STEP 1 of Survey Creation - Configure

Step 2 – Add Survey Questions

Customize your survey questions in several ways:

  • Question Library – Add questions from our existing library of 250+ questions

  • Previously Asked Questions - Choose from a list of previously asked questions for trending.

    • NOTE: Since these questions are used for trending, when selected they are not editable.

  • Add Questions – add your own custom questions by clicking on the "+" button and selecting one of the 8 question type options. They include:

    • Icon – icon questions with ratings out of four icons.

    • Rating – ratings using images up to a 10 point scale.

    • Text – questions where answers are text only.

    • Multiple Choice – select between multiple answers (typically used for 3-5 answers).

    • Yes/No – select a yes or no answer.

    • Drop Down – a drop down (typically used for 6+ answers).

    • eNPS - a 0-10 scale specific for eNPS analytics.

    • Custom Messages- create a custom message to appear at any point within your survey.

STEP 2 of Survey Creation – Add Questions

Manage Survey Questions – the icons to the right of each question allow you to easily make changes, including:

  • Add to Library – you can add your own custom questions to the library for future use.

  • Duplicate – duplicate a question and modify it.

  • Edit – adjust the language and question features as needed.

  • Delete – remove the question… forever!

On the left of each question, hover over the six-dot icon to drag the question and reorder your survey.

Customize Individual Questions
You are able to customize each question using the various question configuration settings. When editing a question, you will see a real-time preview of the question and your changes on the right side of the question edit page.

  • Add description - turn this on to add a description to your question (ex. definition of a term)

  • Factor - select the factor that best fits with your question. Choosing the right factors is important for reporting purposes

  • Icon Type - select your icon of choice

  • Show Skip Button: toggle this on to show a skip button that employees can click in the survey if the question is not required

  • Allow Comments - allow employees to add more feedback by enabling 'allow comments'

  • Attribute Based - turning this on allows you to customize what employees see the question depending on a specific attribute (ex. Sales-specific question for sales team)

Export Your Design

Click "Export" to download and review your survey design in an excel file format.

Example of creating a ‘Rating’ Question

Step 3 – Share a Survey

This is where you select all details around sending out the survey:

  • Recipients – This is where you select the recipients for the survey. You can paste employee emails in the search, select people using the check boxes under the '"Employee List" or narrow down to select employees through "Filter by Attribute."

    • Once you've selected your employees, click "Add" below the employee list.

    • NOTE: employees must exist in the Employees section to be sent surveys

  • Email – Customize the email employees will receive to introduce the survey. If your survey is built for multiple languages, you will be able to create an email for those languages.

  • Schedule – Choose the timezone, the time of survey deployment, and the time of survey expiry. Once that's complete, you can save the changes you've made, send a test email to yourself, or schedule your survey for deployment.

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