A simple survey workflow that can provide insight to the organization from a specific team or the company as a whole. This workflow can be started by anyone in the organization.

Creating a survey

You can create a survey from two places:

1. Click on Launch a new survey box on the Feedback Overview page

2. Click on the Launch a new Survey box on the Company and Teams page

You will be prompted to choose a template or start without one. Please note that templates can be used both for individual feedback or company/team surveys.

Setting up a Survey

Once you have created a survey, you will be prompted to fill in details around visibility and anonymity.

Title

Give your survey a name

Anonymity

Decide whether responders are anonymous or not. Note that you can always choose to make responders anonymous after you receive the responses if you create a report to share with others.

Visibility

Choose the people who can see the raw responses.

Deadline

Select a deadline.

Survey Questions

If you chose a template then your survey should have pre-created questions, otherwise, this section will be blank.

Creating or Editing Question Topics

Enter in your survey topics (questions). As you add questions you can specify whether each is required. Responders cannot submit their feedback responders until all required questions have been answered.

You can choose from the following response types:

Text Answer

Multiple Choice

Checkbox

Number scale

Opinion scales

Choose from the following rating scales:

  • Disagree - agree

  • Low - high

  • Rarely - frequently

  • Not important - important

  • Poor - good

  • Unlikely - likely

  • Missed – exceeded

  • Weakness - strength

To save time from entering multiple questions with the same response type, click on the Duplicate topic icon and make the necessary changes.

To add a new blank topic, click on one of the response types in the menu below the last topic.

Once you have all the settings and questions ready, you can then send out the Survey request! Participants will receive an email and an in-app notification to let them know about the request.

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