- Pulse check surveys
- General survey data
- Survey elements
- Survey actions
- Anonymous surveys
- Reporting surveys
Pulse check surveys
Pulse check surveys allow you to quickly gather opinions from users. They will always display one question that can be answered on a scale from 1 to 5.
To create this short survey, you need to go to Surveys > Pulse checks and click Add pulse check in the upper right corner.
You have to name the survey, you can also add a description and choose a category.
The most important thing is the pulse check question. You have to remember to word it in a way that will allow users to answer using a scale.
You can decide when the pulse check will be displayed. It can pop up after logging in or when users click it in a path.
Add your pulse check and publish it.
You have to remember that you need to add your pulse check to a path or it won’t be available to users.
General survey data
To start creating a survey, you need to go to Surveys > Surveys. You will be redirected to an older part of the system. You need to start with choosing a group from the tree.
You can create a new group, choose one from already existing groups or use the “Surveys without assignment to groups” one.
After you choose your group, click Create a survey. At the right side you will see general survey data.
You can change the survey title and add a summary text that will be shown at the end of the survey.
You can also inform users about estimated time needed to fill the survey.
The next section is named Survey elements. This is the place where you’ll create the content of your survey.
Click Add on the right side and from the Element list choose Page. A survey needs to have at least one page.
You have to name the page. You can also create a redirection to another page. Save the page and you can go back to adding other elements.
Besides pages you can add a text that will be displayed to users and different types of questions.
Every type of question is configured in the same way - you need to input the content and possible answers. You can also decide if it’s mandatory to answer the question.
Actions are similar to assignments - they determine who will get the survey. You can connect a survey with users or trainings using actions.
In the Action settings sections click Add and start creating your first action.
You have to name the action. Remember that users will see this name.
Below you can see a few checkboxes. Here you can choose what will be visible to users, for example the number of questions etc.
Next, you have to choose the object for the action. Here you decide who or what will be linked with this survey.
If you choose the User option, below you will be able to choose groups or individual users that will get your survey.
If you choose one of the objects, then instead of users you will be choosing trainings or paths that will be linked to this survey.
If you choose post-review as an action type, then the survey will be sent after an element is finished. If you choose a pre-review, then users will get access to the survey before they finish the chosen element..
Every survey can have a start and end date, so that it will be unlocked or locked at some specific moment.
You can also set an automatic reminder about the survey that will be sent to people who didn’t fill the survey on time.
Now save the action and publish the survey.
Surveys can also be anonymous, employees don’t even need to log in to their accounts, all they need is a link to the survey.
To create an anonymous survey, you need to check the Anonymous survey action checkbox when creating an action. You can also decide if you want filled action to be stored in browser’s cookies, so that users can’t fill the survey more than once.
The last thing that you need is the link that generates below. When creating an anonymous survey you don’t choose users or objects, you just need to send the link to employees.
You can email the link to your employees, but you can also use the platform to send it. You can use the messenger, you can create a tile or a banner with a link or put the link in the knowledge base and send a newsletter with it.
You can choose one of three reports regarding surveys. All of them are available in Analytics > Reports.
Two of them allow you to report whole surveys. Detailed results of the survey contains more data than Results of the survey. Survey action results allows you to report surveys divided into single actions.
All three of the reports work the same way, so let’s choose one of them.
In the first step you choose the action you want to report and then you choose users that you want to be included in the report.
In the last step you choose the file format and click Generate report.