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Create, send and export Surveys

In this article we'll explain how you create, send and export Surveys

Guido Schmitz avatar
Written by Guido Schmitz
Updated over a month ago

Surveys offer visibility which organizations need to have a proper understanding of the workplace. It helps organizations to gather feedback from the heart of the organization and it is an amazing way to give a voice to your frontline employees.

To create a survey you're able to choose a template or to create one on your own from scratch. We have created a short explainer video so you can see the steps needed to create and send out a survey.

Choose a template:

Click on the template that you would like to use and you see the questions that belong to this topic;

Afterward, you have the following options;

  • Within the questions, you're able to add various components to make the survey attractive and more relevant. Changes that you make will be directly visible in the preview on the right side of your screen.

  • Afterward, you're able to make an answer mandatory for the selected audience, meaning that they're not able to skip that question. You're also able to let employees give multiple answers.

  • You're also able to add an extra question or screen, you can choose out of a text answer, multiple-choice, slider, or a content module.

  • It's also possible to edit the markup of every module (bold, italicized, headers, etc.)

In the top right part of your screen, you're able to save the survey.

Sending out a survey:

When your survey is ready, select the target group.

  1. Go to Select audience in your survey.

  2. Choose whether you want to send the survey directly or make it ongoing:

    • Direct: send to all employees who currently match your filters. You can add a deadline. Please not this cannot be changed afterwards.

    • Ongoing: automatically send to future employees who meet the filters (for example, after 30 days in service).

  3. Filter employees based on:

    • Name

    • Language

    • Days in service

    • Community

    • Role

  4. Review the recipients.

  5. Decide whether to save, schedule, or send the survey immediately.

There are two types of anonymous surveys:

  • Fully anonymous: name, role, and community are never shown.

  • Partially anonymous:

    • Only the employee’s community is visible.

    • This option is only available if at least 20 members of that community are included, to ensure anonymity.

Check out this article for more information about the anonymity of the surveys.

Besides, it is useful to know that all surveys can be duplicated. Click on the 3 dots next to the survey you want to duplicate.

How does this work for employees?

After sending out the survey the employees will receive a notification to directly fill in the survey. They're also able to fill this in at a later time by going to 'more' within the app and by clicking on 'Surveys' afterward. It works the same as for the Academy feature.

Check out the article underneath for tips and 'best practices' on how to analyze the results.

Maybe you are searching to create shorter surveys that continuous measure a specific topic that is quick and easy for your employees. Then check out the article underneath about our other feature:

If your answer is not here please don't hesitate to get in touch with us through our live chat. 👉


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