Our Survey application gives your team the ability to build and send surveys across your organization.
Who can create and view Surveys?
Partner, Super, and Admin users can create custom surveys. Admin users are always able to view Survey results. Managers may have limited access to view or send out certain surveys depending on settings selected during the survey creation.
Who can participate and how often?
Send the survey link to anyone in your company, if you are an admin. Super users, partners, and managers (depending on manager/partner permissions) can send surveys to their direct reports and one-on-ones.
How to Create and Send a Survey
Step 1: To create a survey, navigate to Apps>Surveys. In the top right, click the 'create' button (green ‘+’ button).
Step 2: You will be prompted to give your survey a name and due date. There are two checkbox options available. Check the first checkbox if you wish to give all manager and partner users the ability to share this survey with their direct reports as well as the ability to view their direct report's results. Check the second box if you wish to allow users to reply multiple times to this survey.
Step 3: From the ‘Survey’ tab, click on the green ‘+’ at the bottom of the page to create a new question. Choose the type of question format to use by selecting one of the buttons that surround the '+'. There are 6 question-type options: dropdown, slider, text, vertical radio buttons, horizontal radio buttons, and Likert rating scale.
You can also create a text label, which you could use to insert a section title or provide more information. Note that new questions and text fields will be created at the bottom of the page.
Additionally, you have the option to nest questions to allow for sub-questions.
Step 4: Next, preview your questions to ensure they appear as you would like.
Step 5: Customize your email to survey respondents by including replacement tokens (see image below).
Step 6: Send out your survey by navigating to the three-dot menu beside your survey’s name. From the options, you will see the ability to “Send Link.”
After clicking this, you will be taken to the people selector where you can choose which individuals you would like the survey link to be mailed to.
Tracking & Reviewing Survey Data
The survey table provides a quick overview of relevant data regarding survey responses and pending requests.
‘Total Requests’ shows you the number of users invited to participate.
‘Pending’ refers to the number of users who have not answered the survey.
‘Completed’ refers to the number of users that have completed the survey.
Note: this does not refer to the total number of survey responses as your survey could have multiple responses per user.
‘End Date’ is the day that the survey will close based upon the date selected during survey creation.
‘Owner’ refers to the person who created the survey.
‘Status’ has two options: 'Active,' meaning responses are still being accepted, and 'Closed,' meaning no longer accepting responses.
‘Locked’ has two options: 'Yes,' meaning that no edits are possible, and 'No,' meaning that no edits are possible.
To view survey results, click the three-dot menu beside the survey name and select ‘Results.’
From the results page, you can view survey responses broken down by question.
Note: Survey responses are not broken down by individual responses.