Set Up the Survey Functionality

Get feedback from your employees through surveys.

Install Survey

  • Head to Apps
  • Scroll until Surveys
  • Click on Install App 

Surveys app

Create a Survey

  • Head to Feedback
  • Select Surveys
  • Click on the +Create Survey📍Located in the upper right corner

  Learn more about: Dynamic Groups with Factorial 

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Configuration Section

Basic Info 

  • Edit the Survey Name 
  • Add a Description 

 

Date and frequency

Modify the date, duration and frequency settings of the survey.

  • Select a start date and a start time
  • Set the duration (days to answer)

Date and frequency

  • If you want to repeat this survey:
    • Activate the option Repeat this survey
    • Choose the frequency 
    • Repeat until: you can choose the option No due date or set a specific date
    • Click Save

repeat

🗓️ The cycle respects the starting date for next repetitions.

⏳ The user can specify time to answer for each cycle.

🚨 Keep in mind:

  • Start date and time can be changed until the date arrives.
  • Cycle settings can be changed after launching. Some changes will require closing current cycle and starting a new one.

 

Privacy Settings

Configure if the answers will be anonymous. 

A minimum of 3 participants with their responses is required to see the results.

Privacy settings

🤓 More information about anonymous surveys.

Answer availability

Managers and team leads can see the responses and analytics of the employees they manage as soon as they're submitted.
 Answer availability

 

Editors

👩🏾‍💼 Different to managers, who will only be granted access to the results and statistics, editors can edit the questions and access the results. Admins will always have access.

💡 You may add as many editors as you wish and they can also be employees. 

  • Click on Add Editor

Add editor

How can I Remove a Editor?

➡ Click on (...) 
➡ Select Remove from Survey 

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Questions Section

  • Head to Questions section
  • Click on Add question

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How Can I Archive Questions? 

➡ Simply click on (...) 
➡ Select Archive question 

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Participants Section

💡 In this section, you will find all the participants listed in the company. You may also add participants manually.  

  • Click on +Add participants

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Starting the Survey 

  1. Click on ▶️ Start survey 
  2. Read and check the settings and click on Continue

start survey

☝🏽By clicking on (...), you can manually send reminders to your participants.

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Duplicate Survey 

  • Press on (...)
  • Select Duplicate

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Responses Section

  • Head to Responses
  • Click on ➡️

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Notifications

📩 Automatic email notifications 

  • Survey has been published
  • Three days before the end of the survey

🔗 Share the link or send a reminder

  • To remind your employees of the survey you can copy a link to the survey and share it on any communication channel of your choice.
    • If the survey is active, you will find the link clicking on (...) in the top right corner.
  • To send a reminder (email) , click on (...) > send email reminder 

share


👩‍🏫 Survey Analytics