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 setup of a new survey.
Table of Contents:
Basic Setup
Choosing the questions
Linking Custom questions to Best Practice questions
Sections
Preview
Launching the survey
Basic Setup
When first creating a survey, you will be prompted to select between starting from scratch, or by structuring your survey from one of our ready-to-use templates. If you create a survey from a template, you will still have the ability to create custom questions later on in the setup process. Alternatively, if you create a survey from scratch, you will still have the ability to select ready-to-use questions later on in the setup.
Here, you can define the name of the survey and the description as well as include 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.
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. The best practice questions will already be translated automatically to the language every user has set for the Leapsome with the full interface. Check out this article for best-practice questions and their theoretical foundations for more insights.
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.
When you're typing the custom question, Leapsome will suggest you similar best-practice questions from the question library. This makes it easier to find the best practice questions, and connect to the benchmarks.
Linking Custom questions to Best Practice questions
It is also possible to link custom questions to similar recommended best practice questions. This gives you the flexibility to tailor questions according to your unique company environment, but still benefit from the insights gained from external benchmark data tied to the best practice question.
To do this, upon survey question set-up you will have the option to 'link to best practice question'. As you begin to type you will have the option to select a question that best fits the custom question's intended meaning and aim.
For more ideas on running an effective and engaging survey, check out the Leapsome blog's article library for Surveys with data-driven insights and people science-backed best practices.
Sections
You can divide the survey questions into sections with descriptions that provide context to the participants into what the questions are analyzing.
Please note: Sections are an organizational tool within the survey but do not appear as a partition within the survey analytics. If you intend to use them for this purpose, adding them as a category for the question itself would be advisable.
Preview
Whilst setting up the questions, you might want to take a look at how these questions will appear in a survey environment. At the bottom of the "Questions" tab, there's a button "Preview". Clicking it will open up a new tab where you can walk through the survey to see it from an employee answering the survey perspective.
Launching the survey
After you're finished setting your survey and before you launch it to your employees - you will want to double-check all your settings. When you click the button 'Activate' in the last tab of the survey settings named 'Visibility', a pop-up window will appear in which you can confirm the following information:
- Kick-off date
- Number of participants for this survey
- Number of questions
- Privacy
- Frequency
- Number of reminders
This will allow you to ensure the survey is being sent out to the correct employees with the correct setup.
This video gives you a deep dive into how to set up and kick off a survey.
If you're interested in learning more about Impact Driver Analysis, please read more here.