How do I create and distribute an engagement survey for an account using a pre-created engagement survey template? Follow
You can create a survey using the Employee Engagement Survey template. You can also create a survey using the Blank Survey template.
Notes:
• Some features may be restricted based on permissions for your user role.
• In order to see question result data, your engagement survey must have at least one factor associated with it.
Open Insights Menu
In the Global Navigation menu, click the Insights option. Then, click the Engagement Surveys menu option.
Note: The Global Navigation menu may differ depending on what is enabled in your account.
Create Survey
Click the Create Survey button.
Create Survey
Hover over the Employee Engagement template and click the Create button.
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
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].
Note: In order to see question result data, your engagement survey must have at least one factor associated with it.
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
Click the Save and Continue button.
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
In the Share tab [1], select recipients to receive the survey.
In the Search field [2], begin typing the name of a group and select one of the populated names [3]. Multiple groups can be added to the surveys.
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
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
Click the Save and Continue button.
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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