How do I create and distribute an engagement survey for an account using a pre-created engagement survey template?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Jun 14, 2019
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You can create a survey using the Employee Engagement Survey template. You can also create a survey using the Blank Survey template.

Note: Some features may be restricted based on permissions for your user role.

Open Author Menu

  Open Author Menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Author menu option [2].

Note: The Global Navigation menu may differ depending on what is enabled in your account.

Open Surveys

  Open Surveys

In the Author menu, click the Surveys link.

Create Survey

  Create Survey

Click the Create Survey button.

Create Survey

Create Survey from Template

Hover over the Employee Engagement template and click the Create button.

Add Survey Name

  Add Survey Name

In the Survey Name field, you can keep the template name or type a new name [1]. To enable manager dashboards for the survey, click the Enable manager dashboards toggle button [2]. Managers will receive an email notification once the survey closes to view their direct reports' results. Click the Save and Continue button [3].

Build Survey

  Build Survey

In the Build tab [1], you can add or edit the text to display when employees begin and end a survey.

To change the text for the Front Cover Title and Front Cover Body, enter text in the Front Cover Title and Front Cover Body fields [2].

You can also reorder the questions by clicking the drag handle next to the question and dropping the question in the desired location by releasing the cursor [3]. Each survey question has a tag [4]. To remove a question from the survey, click the remove icon [5].

To change the text for the Back Cover Title and Back Cover Body, enter text in the Back Cover Title and Back Cover Body fields [6].

Create a New Question

  Create a New Question

To create a new question to add to the survey template, click the Create a New Question button [1]. To search for previously created questions, type in the Search field [2]. To filter the questions by factor, click the Filter menu [3].

Save and Continue

Save and Continue

Click the Save and Continue button.

Schedule Survey

  Schedule Survey

In the Schedule tab [1], create a schedule to distribute the survey. To change the survey frequency in months, type a number in the Survey frequency field [2].

In the Survey start date field [3], select a date to distribute the survey. In the Survey window field [4], type the number of days the survey will be open.

If you want to set a specific end date, enter a date in the Survey end date field [5].

The calendars display the survey schedule after it is created [6].

Click the Save and Continue button [7].

Share Survey

  Share Survey

In the Share tab [1], select recipients to receive the survey.

In the Search field [2], begin typing the name of a group or individuals. To add recipients to the list, click one of the populated names [3].

Customize Notification Email

  Customize Notification Email

You can customize the notification email by editing the headline, message, and button text [1].

You can include recent wins by selecting a factor to show how you have addressed employee feedback. Select a factor, enter headline text, and story text [2].

In the preview pane [3], you can view your customizations.

Schedule Survey Reminders

  Schedule Survey Reminders

You can select multiple reminders and update or set new reminders to encourage survey completion.

To schedule survey reminders, click a Number of days icon.

Save and Continue

Save and Continue

Click the Save and Continue button.

Review Survey

  Review Survey

Once you have confirmed each review item is correct, click the circle icon next to the item to display a checkmark [1]. The survey cannot be sent until you have confirmed each item.

If needed, you can update questions [2], schedule [3], and the distribution list [4].

Once all items have been confirmed, click the Approve Survey button [5].

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