Surveys are a great way to take a temperature check of your organization and to gather feedback. Surveys empower your employees by amplifying their voice, allowing you to truly understand how they feel, gather vital feedback and uncover valuable insights. Ultimately empowering you to make more informed and impactful decisions about your people.
It's easy to create and release a Survey to all staff or to particular teams or spaces. Users can submit their responses on web or mobile.
Device(s): Desktop, Mobile (to view and/or submit a Survey)
Roles / Permissions:
- Survey Admin: Can create, manage and view analytics on all surveys across the organization.
- System Admin: Can create, manage and view analytics on all surveys across the organization.
- Survey Manager: Can only manage and view analytics on surveys they have created themselves.
Note: Surveys can only be set up on desktop.
Creating a New Survey
The ‘Create’ section at the top of the management dashboard is all about building new surveys. Choose ‘blank canvas’ if you would like to start from scratch, or ‘copy an existing survey’ to save time.
Creating your survey is split into the two steps outlined below.
Step 1 - Survey Builder
- This is where you build out the survey billboard and questions each survey participant will see.
Step 2 - Info & Settings
- This step is all about sharing and socializing your survey. It is also where you can customize a range of additional advanced settings for your survey.
Let’s take a look at each step in more detail:
Step 1 - Survey Builder
When starting from a blank canvas you will be presented with the empty survey builder shown here.
On the left you will see a range of question types on offer to you, including Short Text, Paragraph, Multiple Choice, Checkbox, Number Line and eNPS. At the top of the form in the center is where you can customize your survey billboard and below that is where you can build out your survey questions and pages.
Here’s an example of a pre-populated survey builder.
Setting up your Survey Billboard:
- Cover Image - This will appear on the survey billboard at the top of the main activity feed. Recommended dimensions: 600px x 300px, image appears in 2:1 ratio.
- Survey Title - This also appears on the survey billboard.
- Survey Description - This appears on the survey introduction screen when the participant starts the survey.
Adding questions to your survey:
- You can select a question type from the question bank on the left or click ‘Add Question’ from directly within the builder.
- Fill in your question text, add a cover image if appropriate and easily toggle between our range of question types as shown below.
- Marking a question as ‘Required’ will mean survey participants cannot progress past it in a survey without providing an answer.
- You can also duplicate, delete and reorder questions with a simple drag and drop action.
Splitting your survey into pages:
- You can add pages by clicking ‘Add Page’ at the bottom of the builder, allowing you to spread your questions across each page.
- This is particularly useful for ‘form’ type surveys where all questions appear on one page in a scrollable layout. You may want to group questions into different themes or categories per page with this setup.
- In the example below question 1 will appear on the first page of the survey and question 2 will appear on the second page.
Previewing your Survey
Make sure you’re happy with the look and feel of your survey before it goes live to participants. Click ‘Preview’ in the top right corner at any time to open a fully interactive preview of your survey.
Step 2 - Info & Settings
When you are ready to complete the final stages of your survey setup like choosing sharing preferences and customizing advanced settings, move to the ‘Info & Settings’ tab.
Sharing your survey:
- You have two options to choose from when it comes to sharing your survey:
- Audience - Target a specific group of users within Workvivo. All of these users will receive an email notification, in-app notification, and will see the survey billboard at the top of the main activity feed. You can also share the survey link provided through other channels like articles, updates, or QR code and only members of your target audience can take the survey via this link.
- Quick Share - Quickly share out your survey via link only. Users will not be notified about this type of survey and the survey billboard will not appear at the top of the feed. All of your users with a Workvivo account can take the survey via this link.
- Choosing your survey Audience:
- Click ‘Select Segments’ to begin picking specific employee segments to target with your survey. (Note: segments are groups of employees within Workvivo.)
- From here click on ‘All the Members of’ to choose your main survey audience. You can opt for a global audience by selecting ‘Everyone’, or make your survey more targeted by choosing specific employee segments like Spaces, Age brackets, Tenure brackets or Teams. You can select multiple segments at once. In this case, we have chosen the Los Angeles team as our audience.
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- Our optional ‘Filter Audience’ toggle allows you to apply additional logic to your audience targeting.
- In the example shown here my survey will go out to anyone based in Los Angeles, who is also a member of the sales team, excluding anyone who has been in the company less than 3 months.
Additional Survey Settings:
- Anonymisation - Choose whether survey responses should be anonymous or not. Participants will be informed whether the survey is anonymous or not on the survey introduction screen.
- Format - Choose how your survey will be displayed for participants. You can select between ‘one question at a time’ for a step by step approach, or ‘show all questions’ for a scrollable view of all questions on each page.
- Confirmation Screen - Fill in your confirmation screen title, message and enable/disable our fireworks animation.
- Time to complete - Option to display an estimated time to complete for survey participants before they commence the survey.
- Translations - Add optional translations for your survey title, description, questions and confirmation screen. You can translate into 40+ languages. See here for our complete list of supported languages.
Scheduling and Saving your Survey:
- Saving as Draft - Click ‘Save as Draft’ at any point during survey creation to save your work and come back later.
- Scheduling - When you click the ‘Schedule’ button at the bottom of the screen you will be presented with the modal shown below. You can opt to ‘Publish Now’ if you would like to publish your survey immediately, or you can choose a ‘Start Date/Time’ in the future. In both cases you need to fill in an ‘End Date/Time’ for your survey, after which users will no longer be able to access your survey.
Copying an Existing Survey
If you would like to save time by copying an existing survey simply click ‘Copy an Existing Survey’ at the top of the survey management dashboard. You will then be presented with your list of surveys to choose from, as shown below. Clicking ‘copy’ will open the survey builder pre-populated with all of the questions and settings from your chosen survey.
Top tip: You can also copy surveys directly from the quick actions on each survey in the ‘All Surveys’ table.
