<aside> 👇🏻 Short video example of creating a custom survey.

</aside>

https://youtu.be/9bTm7-uGflk

Step-by-step guide.

  1. Go to the platform and choose “Surveys” in the left side menu.
  2. Click “Create survey”.
  3. Fill out “Survey name” (mandatory) and “Survey description”.
  4. Choose recipients; either by segment or by individual employee. On the right side, you can see which individuals are selected and you can remove them if needed. This step is mandatory to continue.
  5. Click “Next” and click the plus sign next to “Contents” to add your first question.
  6. Insert the question (mandatory), a description, and whether the format for the answer (text box, 0-5 scale, or 0-10 scale). If you choose scale, you can decide what is the label for minimum and maximum value. E.g. 0 = “Strongly disagree 👎” and 5 = “Strongly agree 👍”.
  7. Decide whether the question is required to answer or not by using the toggle.
  8. To add another question, press the plus sign in the upper left corner again. Continue until you have all the needed questions.
  9. Click “next”.
  10. In this last page, you can see the overview of your draft: The status, the anonymity limit for your company, the recipients, and the questions.
  11. Add collaborators: Who should be able to see the answers?
  12. When you are ready to send out, you change the status to “Active” and click “Complete and close”. The survey is then sent to the recipients.

Q&A about custom surveys.