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Before launching a Survey...

How to best configure your survey before you launch

Alex Ríos avatar
Written by Alex Ríos
Updated over 3 years ago

In order to get the most out of your own survey, there are few things we recommend you do done before launching a survey:

1. Set up your employee data

In order to obtain the most analytics while preserving employee anonymity, it's important all of the employee demographic data is up to date.

By default, the demographics the survey captures are all those you have set up or configured. It could be:

  • Area or Department where employee belongs:

  • Start date

  • Birthdate

  • Gender (male, female, or non-binary)

  • Years in Company

You can easily update your employee's info in bulk via CSV upload from the Manage page on your dashboard.

2. Design your survey

One of the most important parts of creating a survey is deciding which questions you're going to ask.

We have a predefined survey catalog which covers topics such as:

  • Employees adapting to COVID-19

  • Employees and remote work

  • Team Effectiveness

You can pick and choose the questions of this survey and edit them without a problem or you can create your own. Remember, short and simple is the way to go.

3. Communicate

Lastly, make sure that you have a communications plan for why you are running the survey is key to get high participation and engagement on it. There are many ways to communicate this, but when creating your own surveys, you will find a step where you can write it directly as you can see below.

When you're done with these 3 steps, you are ready to go! Let us know if you have any questions.

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