How to Create and Send a Survey from the Communication Menu

As an administrator, if your organisation has subscribed to the Communication module, you can create and send surveys to your employees, and then track the results.

What survey formats are available?

When creating a survey in the Communication module, you can choose the format that best suits your question:

• Scale: employees respond by selecting a score from 0 to 10.
• Single choice: employees select one answer from a list of options.
• Multiple choice: employees select several answers from a list of options.
• eNPS (employee Net Promoter Score): a standard metric that measures whether your employees would recommend your company.
• Open question: employees can leave a free-text comment.
• Quiz: a question with one or more correct answers.
• Library: a ready-to-use question, available on the topic of your choice.

How do I create a survey?

As an administrator, follow these steps to create and send a survey to your employees:

1. Step 1: In the Communication menu, go to the Surveys tab, then the Surveys & Results sub-tab, and click Create a survey.
2. Step 2: Enter the name and a description for the survey, then click Next.
3. Step 3: Select the type of survey you want (scale, single choice, multiple choice, eNPS, open question or quiz) and write your question.
4. Step 4: Repeat the previous step as many times as needed, then click Next.

5. Step 5: Choose the privacy settings (who can see the survey results) and the audience to send the survey to. You can also set whether the survey is anonymous and whether you want to show the average results to participants. To target multiple audiences, first create teams in the Teams sub-tab of the Surveys menu. Then click Next.

   

6. Step 6: Write a thank you message, then if needed, schedule a sending frequency, the send date, a reminder, and the campaign duration.
7. Step 7: Click Send to distribute the survey.

How do I save a survey draft to finish later?

1. Step 1: Start creating your survey in the Communication module.
2. Step 2: Click Save as draft at the bottom right.
3. Step 3: To find it again, go to the Surveys & Results sub-tab, filter for draft surveys, click on the relevant survey and continue creating it.

How do I edit or pause a survey?

To edit a survey's settings or pause it, click the three dots ... at the end of the survey's row, then choose the action you want.

How do I manage the teams that receive surveys?

As an administrator, teams let you target the audience for your surveys. You can manage them in the Teams sub-tab of the Surveys menu.

How do I add a team?

Click New team, enter its name, optionally link it to another team, select its type and tags, then click Create team.

How do I manage team members?

Once the team is created, click on it:

• Add members and managers by clicking Add members, then Save employees.
• Remove employees by clicking the three dots (...) at the end of the employee's row and selecting Remove from team.

Frequently asked questions about surveys

What does the option "Show average after submitting answers" mean?

When you enable this option while creating the survey, employees who respond will see the average results already submitted. For example: "63% of respondents answered yes to this question".

How do I make survey responses anonymous?

When creating the survey, tick the box Anonymous survey (minimum of 4 people). To guarantee anonymity, a survey can only be anonymous if there are at least 4 respondents (default threshold).

How do I send a survey to a specific group of employees only?

Adjust the audience in your survey settings: you'll find all your teams there for targeted sending. To send it to all employees, select All employees.

How do I prepare a survey in advance and schedule it?

You can prepare your survey ahead of time and set a date and time for it to be sent automatically. After setting up the questionnaire, you'll access the campaign scheduling screen: here you can set the distribution calendar, the survey's validity period, and automate reminder frequencies.

How do I track ongoing surveys and their results?

Once your surveys are set up, you can keep track of each one, whatever its status: ongoing, draft, paused or archived. Analysis is instant: scores update as soon as a response is submitted. For a detailed analysis of your survey feedback, see the dedicated article: How do I analyse survey feedback (in the "Communication" menu)?