How to use the "Surveys" tab?

Here, you can create a survey to send to your colleagues: Simply click on Create a new survey.

• Choose the language, name and a description for your survey, then click Next
• Select the type of survey you want (scale, single choice, multiple choice, eNPS, open question or quiz) and write your question
• Repeat the above step for as many questions as you want to add, then click Next
• Choose the audience you want to send the survey to (you can set up teams), then click Next
• Write a thank you message, set up a sending frequency if needed, enable reminders and set the campaign duration

Important

To send the survey, make sure you complete Select the sending time. You can pause creating the survey at any time by clicking the Save as draft button.

Once your surveys are set up, you’ll be able to see them whatever their status (active, draft, paused, archived).
📌 You can edit a survey’s settings by clicking the ... at the end of the relevant survey’s row

• Questions tab: Here you’ll find key response statistics for the survey, such as response rate and survey closing date. This tab also lets you see detailed responses.
• Heatmap tab: This tab lets you export response statistics based on various criteria (length of service, age, etc.).

Here, you’ll be able to view your colleagues’ responses and reply to them while keeping things anonymous if the survey was set up that way.

In this tab, you’ll find all the beneficiaries in your programme who you can send a survey to, as well as the team they belong to.

👉 Add a team
You can create a new team by clicking Add a team:
Choose the team name, whether it’s linked to another team, the team type and tags, then click Create team

👉 Manage teams

Once you’ve done the above, you can add members and managers by clicking Add, then Save colleagues.
To remove a beneficiary from a team, click on the team, then on the ... at the end of the beneficiary’s row and click Remove from team.

Yes. To enable this option, tick the box: “Anonymous survey (minimum of 4 people)”.

To guarantee anonymity, anonymous results will only be shown if there are at least 4 respondents (this is the default threshold).

Absolutely: just adjust the audience in your survey settings.

You’ll see all your created teams for targeted sending. If you want to send it to everyone, simply select "All programme members".

Yes, you can prepare your survey in advance and set a date and time for it to be sent automatically.

After setting up the questionnaire, you’ll be able to schedule the campaign: you can set the sending calendar, define the survey’s validity period and automate reminder frequencies.

Analysis is instant. Scores update as soon as a response is submitted.