The Surveys experience in Factorial has been redesigned to help you create, send, and analyse surveys more efficiently. This update reduces the time needed to launch surveys and makes it easier to collect meaningful feedback from your team.

Overview

The Surveys feature offers a fully improved end-to-end experience — from survey creation to response analysis. It introduces a more flexible survey builder, smoother answering experience, and enhanced analytics to help you better understand employee feedback.

How to use

Create and publish a survey

1. Go to Engagement in the main menu
2. Click on Surveys
3. Select Create survey
4. Add your questions:
   • Write them manually
   • Use a template
   • Use One to generate, refine, or translate questions
5. Customise your survey:
   • Reorder questions as needed
   • Choose from available question types (e.g. multiple choice)
6. Configure settings:
   • Set the response deadline
   • Define repetition (if applicable)
   • Select participants using employee filters
7. Click Publish

Survey settings

1. Within a Survey, access the Settings tab
2. Configure settings: 
   • Basic information 
   • Participants 
   • Publishing settings 
   • Visibility 
   • Editors
3. Click on Save

Questionnaire

Add questions for participants to answer. You can create a new question or a section or questions.

Respond to a survey

1. Open your Inbox
2. Select the survey notification
3. Answer the questions directly
4. Submit your responses

Analyse survey results

1. Go to Engagement > Surveys
2. Open the survey you want to review
3. In the Overview section, scroll down and you will see the insights
4. Use filters (e.g. team, location, or other employee data) to explore insights

Identify non-respondents

You can identify collaborators who have not completed a survey and send them reminders directly from the survey.

1. In your sidebar, go to Engagement 
2. Access the Surveys tab
3. Open the active survey
4. Access the Responses section
5. Review the participation status:
   • Completed
   • Pending
6. Collaborators marked as Pending are non-respondents

Send reminders to non-respondents

1. Open the survey
2. Click on the three dots (…) button located in the upper right corner
3. Click on Send reminder

Reminders and notifications

This section explains survey reminders and notifications' behaviour.

Manual reminders

When you manually send a reminder using Send reminder, it is only sent to pending participants—that is, collaborators who have not yet completed the survey.

• The reminder is not sent to participants who have already responded.
• It is not sent again to everyone who was originally invited.

This helps avoid unnecessary emails and improves the participant experience.

Related notifications

In addition to manual reminders, Factorial automatically sends emails at specific moments:

1. When the survey is published:
   An automatic email is sent to all invited participants to inform them that the survey is available.
2. Before the survey closes:
   A reminder email is automatically sent to all participants shortly before the closing date.

FAQ

1. Can I use One to create surveys?
   Yes, One can help you generate, refine, and translate survey questions.
    
2. Where do employees answer surveys?
   Employees can respond directly from their Inbox, making the process faster and easier.
    
3. Can I filter survey results?
   Yes, you can use all available employee filters to analyse responses in more detail.
    
4. Will existing surveys be affected?
   Existing surveys will be migrated to the new experience. Some analytics may take time to appear after migration.