How to Create and Send a Survey (in the "Communication" Menu)?

You can create a survey in the format of your choice:

• Scale: employees respond by choosing 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: a standard metric to measure whether your employees would recommend your company.
• Open question: employees can leave a free comment.
• Quiz: a question with one or more correct answers.
• Library: a ready-to-use question provided by us on the topic of your choice.

1. In Communication > Surveys > Surveys & Results, click on Create a new survey.
2. Enter the language, name and a description for the survey, then click Next.
3. Select the type of survey you want (scale, single choice, multiple choice, eNPS, open question or quiz) and write your question.
4. Repeat the previous step as many times as needed, then click Next.
5. Choose the audience you want to send the survey to. 💡 If you want to target several audiences, you need to create teams in advance in the "Surveys" > "Teams" tab.
6. Write a thank you message, then if needed, schedule a recurrence, the send date, a reminder, and the campaign duration.

1. Start creating your survey.
2. Click Save as draft at the bottom right.
3. To find it again, go to Surveys & Results, filter by draft surveys, click on the relevant survey and continue creating it.

👨‍🦰 "Recipients" tab

Here you'll find all the recipients of your programme who you can send a survey to, as well as the team they're assigned to.

🤝 "Teams" tab

Add a team
Click Add a team, enter its name, any parent team, its type and tags, then click Create team.

Manage teams
Once the team is created, add members and managers by clicking Add, then Save employees.
To remove a recipient, click on the team, then on the ... at the end of the recipient's row and select Remove from team.

By enabling this option, employees who answer your survey will see the average of the results already submitted. For example: "63% of respondents answered yes to this question".

Yes. When creating the survey, tick the Anonymous survey (minimum 4 people) box.

To guarantee anonymity, the survey can only be anonymous if there are at least 4 respondents (default threshold).

Yes, you just need to adjust the audience in your survey settings.

You'll find all your teams there for targeted sending. To send it to everyone, 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 access the campaign scheduling: here you set the distribution calendar, the survey's validity period, and automate reminder frequencies.