Does your organisation have access to the "Surveys" feature? Here’s a quick guide to help you make the most of it. To get started, head to your admin area, then go to the Communication menu > Survey tab.

"Surveys & Results" Tab

👩‍💻 Create a new survey 

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Here, you can create a survey to send to your colleagues: Just 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 each question you want to add, then click Next
  • Choose the audience for your survey (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 your survey at any time by clicking the Save as draft button.

🧐 Survey history and details

Once your surveys are set up, you’ll be able to see them all, 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

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

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Understanding the other tabs in the Surveys menu

✍️ "Colleague Feedback" Tab 

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

👨‍🦰 "Recipients" Tab  

This tab lists all the recipients in your programme who you can send a survey to, along with the team they belong to. 

🤝 "Teams" Tab  

👉 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 recipient from a team, click on the team, then on the ... at the end of the recipient’s row and select Remove from team

 

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