Go to Surveys > Surveys in the menu on the left.

Click on the Create Survey button under the “Surveys” heading. You will be directed to the survey configuration screen.

Survey settings

1.Details

Enter the survey title, which will be visible on the survey list in the management panel. The title will also be visible to employees and respondents, so make sure that it is informative enough.

If you plan to repeat the survey every once in a while (such as an employee satisfaction survey carried out every year), consider adding the year or another time identifier to the title (such as “Q4”).

Select the recipients group to which the survey will be sent:

• Manual targeting – in the next tab, Recipients, you will be able to filter and assign employees manually from a list.
• Set rules to automatically add an employee to a survey – in the next tab, Recipients, you will have to set the rules by which the system will add employees to the survey.
• Training participants – you will have to assign the finished survey to the training, and its participants will be the respondents.
• Candidates – you will have to assign the finished survey to a stage of a specific recruitment job.

You can also select the following options:

• Multiple responses
• Anonymous survey
• Guest survey (for individuals who have not signed up in the application)
• Hide survey results for employee.

REMEMBER:
If you specify Candidates as the recipients of a survey, select the option where the survey will be available before registration for a given training.

2.Questions

There is a Form fields section on the right side, which contains different question types and the Other Elements.

To add a question, click on a given field with the name of the question type.

• Every question needs wording (the content and the number of fields depends on the question type).
• You can insert additional text (such as instructions for the question).
• You can set every question as required.
• You can remove questions or copy them (resulting in new questions with the consecutive number).
• All questions are numbered. You can change the order of questions by clicking on the cross in the top right corner of a given question and dragging it higher or lower (drag-and-drop feature).

REMEMBER:
The name visible at the survey creation stage, defining the question type (such as closed questions or single-choice questions), is a hint and will not be displayed to the respondent.

3.Notifications

Here you can create emails to be sent to respondents as notifications (invitations to fill out) and reminders of the survey.

Decide whether you want to order automatic invitation sendout at this point already. The notifications can be sent once the survey is published or scheduled for a specific date.
Click here to learn exactly how to manage notifications in surveys.

REMEMBER:
When creating a message template, you can use tags to personalise the content. To learn more about tags, read this article.

If a survey is targeted at unlogged users, the system won’t know what is the name of the email recipient. So if you insert personalisation tags (such as “Hello {employee-name}”) in a message for such a survey, the system will not put that information in the message.

4.Notifications

Set the date since when respondents will be able to fill out the survey (this is required). The survey will not be available to its respondents before that date even if it has been published already.

You can set the expiration date for the survey if you want. If the survey expires, the employees will not see it anymore in their employee profiles.

You should also set who will have access to survey results in addition to the module administrators.

5.Design

Select the header image, theme colour and background colour.

Survey publication

After you go through all survey creation steps, you can open a preview of the survey, save it as a draft or publish it.

Survey statuses:

• Draft – the survey has not been published, it is at the creation stage.
• Published – the survey is available for its respondents to fill out.
• Closed – the survey has been closed and is not available anymore. You can access the survey’s results even though it has been closed. To extend the time when the survey is available, change the availability date in its settings and change its status to “Published”.

REMEMBER:
A survey published after its expiration date will not be available to its respondents, but its status will not be changed to “Closed”.