Surveys in your Employee App or Intranet 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. You can choose between different question types to add, reorder, and edit within one survey. Survey results are broken down by question and are available in real time. You can also choose between a regularly scheduled survey rhythm, which allows you to gather insights on one topic over time or a one-time survey.
You can set up different question types:
- Five-Star Rating
- Scale Rating
- Text
- Multiple Choice
- NPS Question
Adding a Survey
- In the Studio, navigate to Content > Surveys.
- Click Add Survey.
The dialog to create a new survey opens. - Provide a title for the survey.
- Select a space from the dropdown menu.
- Select the visibility for the survey from the dropdown menu.
- Click Add Survey.
- In the Studio, navigate to Email > Surveys.
- Click Add Survey.
The dialog to create a new survey opens. - Provide a title for the survey.
- Select a space from the dropdown menu.
- Select the visibility for the survey from the dropdown menu.
- Click Add Survey.
Adding Survey Editors
Once you have added a survey, you can then add editors to configure questions and publish the content for your users.
- In the survey you created, click the three dots to open the action menu.
- Select Settings.
The survey settings page opens. - Under Editors, select the user(s) or user group(s) to which you want to give editor access.
- Click Save.
You have added editors to your survey.
Adding the First Question
After adding a survey, the survey editor automatically opens. To add more questions to an already existing survey, see Editing a Survey.
- In the survey you created, click Create Questions.
- In the Add a Question section, select which type of survey question you want to add.
The question field opens automatically. - Enter the survey question.
For detailed guidance on setting up the different question types see the Question Types below. - Optionally, add additional information to give your users more context.
- Click Save.
- Optionally, select Preview to see how your survey will look for users.
To continue adding more questions, repeat from step 3.
Your question has been saved. Your survey has been updated but is not visible to your employees. You can now add more survey questions, or schedule your survey for publication.
Configuring a 5-Star Question
- In the section Add a Question of your survey, select 5-Star Rating.
- Provide the Survey Question.
- Optionally, add additional information to give your users more context or rating instructions.
- Click Save.
Your question has been saved and will display automatically under Survey Questions.
Configuring a Scale Rating Question
- In the section Add a Question of your survey, select Scale Rating.
- Provide the Survey Question.
- Optionally, add additional information to give your users more context.
- Optionally, configure the scale range from the dropdown.
- Under Scale Range Labels provide descriptions for both ends of the scale to help orient users.
- Click Save.
Your question has been saved and will display automatically under Survey Questions.
Configuring a Text Question
- In the section Add a Question of your survey, select Text.
- Provide the Survey Question.
- Optionally, add additional information to give your users more context.
- Click Save.
Your question has been saved and will display automatically under Survey Questions.
Configuring a Multiple Choice Question
By default, your users can select all the answers. Use the maximum selection dropdown to limit the number of answers that can be selected.
The maximum selection dropdown displays one less than the total number of answer choices you provided. This number is adjusted automatically based on how many answer choices you provide.
- In the section Add a Question of your survey, select Multiple Choice.
- Provide the Survey Question.
- Optionally, add additional information to give your users more context.
- Provide the Answer Choices.
- Optionally, activate the toggle for Multiple Selections to define a maximum number of answers your users can select.
- Click Save.
Your question has been saved and will display automatically under Survey Questions.
Configuring a Net Promoter Score (NPS) Question
- In the section Add a Question of your survey, select Scale Rating.
- Provide the Survey Question.
- Optionally, add additional information to give your users more context.
- Under Scale Range Labels provide descriptions for both ends of the scale to help orient users.
- Click Save.
Your question has been saved and will display automatically under Survey Questions.
Duplicating a Question
You can duplicate a survey question within the same survey. This allows you to keep all the fields and texts, and only change the relevant information. You can duplicate questions in draft or scheduled surveys.
- In the Survey overview, navigate to the question you want to duplicate.
- Click the three dots next to the question to open the action menu.
- Click Duplicate.
The question appears directly below the original question.
You have duplicated a question within the same survey.
Copying a Question to Another Survey
You can copy a question into another survey. This allows you to place the question in another survey, with all the existing fields and texts. You can copy questions from published, draft, or scheduled surveys. However, those questions can only be copied into draft or scheduled surveys.
Prerequisite:
- You have editor access to the survey into which you want to copy the question.
- In the Survey overview, navigate to the question you want to copy to another survey.
- Click the three dots next to the question to open the action menu.
- Click Copy to.
- From the dropdown, select the survey into which the question should be copied.
- Click Copy.
You have copied the question into another survey.
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