Surveys in your Staffbase platform allow you to collect valuable employee insights and feedback. Using surveys, you can reach your employees, gather their feedback, improve processes, and check any changes afterward.
When publishing a survey, you can choose between:
- Scheduling
- Publishing immediately
Scheduling a survey allows you to plan in advance when it will be available to your users. A one-time survey provides a snapshot of one given moment, whereas, with a recurring survey, you can compare data on a specific question over time. Publishing a survey immediately allows you to have it live right away for your users in order to receive their feedback as soon as possible.
Prerequisite
- You have created a survey.
Opening the Publication Schedule
Once you have created a survey, choose when and for how long it will be available to your users.
- In the Studio, navigate to Content > Surveys.
- Navigate to the survey you want to schedule.
- Click Edit.
The Publication section in the side menu appears.
- In the Studio, navigate to Email > Surveys.
- Navigate to the survey you want to schedule.
- Click Edit.
The Publication section in the side menu appears.
You have opened the survey and can now configure the publication schedule.
Scheduling a One-Time Survey
- In the survey you want to schedule, navigate to Publication in the side menu.
- Select Schedule Survey.
- Click Schedule.
- Under Schedule Type, select One-time.
- Provide the Start Date and Time and End Date and Time for the survey.
- Optionally deselect Send Push Notifications.
- Click Schedule.
- When push notifications are activated, click Schedule in the Schedule Survey dialog.
You have scheduled the survey. Users will receive a notification once the survey is published. Once the survey ends, it will automatically be unpublished.
Scheduling a Recurring Survey
Once you have created a survey, choose when and for how long it will be available to your users, as well as how often the survey will repeat.
- In the survey you want to schedule, navigate to Publication in the side menu.
- Select Schedule Survey.
- Click Schedule.
- Under Schedule Type, select Recurring.
- Provide the publish date and time for the first survey.
- Select the frequency with which you want the survey to repeat from the dropdown menu.
- Under Survey Duration, select how long you want users to be able to access and answer the survey.
- Optionally deselect Send Push Notifications.
- Click Schedule.
- When push notifications are activated, click Schedule in the Schedule Survey dialog.
You have scheduled the survey. Users will receive a notification each time a new survey becomes available.
Publishing a Survey Immediately
Once you have created a survey, you can choose to publish it immediately and decide how long it will be available to your users. This survey will only go live one time. Recurring surveys must be scheduled.
- In the survey you want to publish, navigate to Publication in the side menu.
- Select Publish Now.
- Provide the End Date and Time for the survey.
- Optionally deselect Send Push Notifications.
- Click Publish Now.
- When push notifications are activated, click Publish in the Publish Survey dialog.
You have published the survey. Users will receive a notification that a new survey is available. Once the survey ends, it will automatically be unpublished.
Editing a Survey Schedule
You can edit a survey schedule before the survey is published. Once a survey has been published, you can no longer edit it.
- In the survey you want to edit, navigate to Publication in the side menu.
- Click Edit Schedule.
The scheduling option opens. - Edit the scheduling.
- Click Schedule.
You have edited and updated the schedule of your survey.
Removing a Survey Schedule
You can remove a survey schedule before it is published. Once a survey is published, you can no longer remove the scheduling but only end the survey.
- In the survey for which you want to remove the schedule, navigate to Publication in the side menu.
- Click Remove Scheduling.
-
You removed the survey schedule.
Ending a Survey
You can easily end a published survey at any time before the scheduled end date.
- In the survey you want to end, navigate to Publication in the side menu.
- Click End Survey.
-
The survey is immediately ended and unpublished. Your users can no longer access it.
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