Setting up a survey

This article will give you an overview of the full survey-setup process. To create a new survey, head to the Surveys module and click 'Actions' > 'Create a new Survey'. You can also use the 'Quick Actions' button on the left-hand side of the home dashboard and with either option, you'll be taken to the basic set-up of a new survey. 

1. Basic Setup

Here, is where you can define the name of the survey, and the description as well as inclulde any additional owners to the survey who are able to edit and update the settings. You can also translate the survey name and description into your language of choice to further personalize your surveys for your diverse, international workforce.

In the Admin settings, you have the option to classify and order your surveys via survey tags, which you can also add here in the basic survey setup. This can help if you run lots of different surveys. 

2. Choosing the questions 

Best Practice Questionnaires

Once you select continue, you will be taken to the question section. Where you'll be able to choose from three options for adding questions. First, you can choose to add an entire pre-defined questionnaire from our full library of best practice questionnaires. In the library, you'll see the name of the questionnaire, how many questions are asked, and in roughly how long we expect it to take. If you select a questionnaire, the questions are added to the bottom of the page.

Best Practice - Mix & Match

The second option is to build a questionnaire from our best practice mix & match library which shows a collection of questions broken down into categories. For example, you may choose one or two questions from the 'Remote Work' category and one from the 'Engagement 'category. As you select questions, they are added to the questionnaire at the bottom of the page and can be used in combination with a best-practice questionnaire. 

Custom questions

Finally, you can add your own custom question, define a category, and decide if the answer type will be open text, scale, scale and/or open text, multiple choice, or multiple choice and/or open text. You can decide whether to make the selection or comment required for the question. 

This video gives you a deep dive into the 'Questions' section when setting up a survey. It will help you choose the right settings for every question you add to your survey. 

If you're interested in learning more about Impact Driver Analysis, please read more here. 

3. Survey timing & frequency

This video gives you a deep dive and guidance on how to set up the timing / frequency of your survey.