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Getting Started With Survey
Getting Started With Survey

Guide on how to create and use surveys

Yuvo-san avatar
Written by Yuvo-san
Updated over a week ago

You can use the Survey module to create surveys and invite employees to participate in them.

Each survey is highly customisable with different types of fields, and the results of completed surveys will be visible as analytics.

How to Create a Survey

Go to the Survey module from the left navigation menu, then click on the "Create" button under New Survey Type.

Step 1: Survey Details

Give the survey a title and description. Then, click on "Save & Next".

Step 2: Create/Edit Survey

Drag and drop elements from the Toolbox on the right side of the screen to build out your survey.

Once you're done adding the survey elements, scroll down and click on the "Preview Survey" button.

Step 3: Preview and Publish Survey

This is where you can preview what your survey will look like.

If you're happy with the survey and wish to publish it, click on the "Publish" button. If you want to keep the survey as a draft, click on the "Skip" button.

Step 4: Send to Participants

You can choose to send the survey to all employees, or only select employees. Then, click "Send Survey to Participants".

How to View Survey Progress

Find the survey that you want to view the progress for and click on the 3 dots.

Click on View Participants/Results.

On the Survey Participants tab, you'll be able to see the status of the survey for each employee, as well as remove employees as participants where necessary by clicking on the red delete icon.

On the Analytics tab, you'll be able to see the consolidated results for each question in a graphical format.

On the Participant Answers tab, you'll be able to see the detailed answers for each question for all employees.

You can also download this information in an Excel or CSV format by clicking on the respective buttons.

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