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      Create survey

      Account admins can create surveys for any app profile tailored to their organization's requirements. This flexibility helps gather specific feedback, identify areas for improvement, and make informed decisions to enhance overall performance and employee satisfaction.

      Note: Account admins can create surveys across the organization, whereas app profile admins can create surveys within the specific app profile to which they have admin access.

      You can create a survey in two ways:

      Create a survey using the template

      Engagedly offers you predefined survey templates curated by industry experts, which are available in the Engagedly library.

      Account admins can also create templates based on the organization's specific needs and push them to the Organization's library.

      You can create a survey using the template in one of the following methods:

      Method 1:

      Navigate to Survey on the left pane.

      1. Click Template Library at the top.

      You can view a list of templates, filter them based on the following, and create a survey that suits your requirements:

      • Authored by Engagedly or your organization
      • Categories
      • Date range

        2.   Click Use Template.

        3.   Edit the survey name and description as required.

        4.   Scroll down to perform the following actions if required:
        • Enable Make Responses Anonymous to collect anonymous responses.
        • Enable Questionnaire Randomization.
        • Click SHOW ADVANCED SETTINGS and edit the thank you message if required.

      The respondents receive a thank-you message after submitting the survey.

        5.   Click CREATE.

      Create survey1

      Method 2:

      Navigate to Survey on the left pane.

      1. Click Launch at the top right, select General Survey, and then select Using Template.
      2. In the TEMPLATE LIBRARY, click the drop-down and select Engagedly or Organization as required.
      3. Hover over the template and click VIEW to preview it from the respondent’s perspective.
      4. Select a template and click USE THIS TEMPLATE.

      Create survey2  5.   Edit the survey name and description as required.

        6.   Scroll down to perform the following actions if required:

        • Enable Make Responses Anonymous to collect anonymous responses.
        • Enable Questionnaire Randomization.
        • Click SHOW ADVANCED SETTINGS and type the thank you message if required.

      The respondents receive a thank-you message after submitting the survey.

      Note: You can add co-authors after creating the survey.

        7.   Click CREATE.

      Create a general survey from scratch

      You can create a survey with questions tailored to your organization's needs.

      Navigate to Survey on the left pane.

      1. Click Launch at the top right, select General Survey, and then select Create from Scratch.
      2. Type a name and description for the survey.
      3. Scroll down to perform the following actions if required:
        • Enable Make Responses Anonymous to collect anonymous responses.
        • Enable Questionnaire Randomization.
        • Click SHOW ADVANCED SETTINGS, search, and select the co-authors.

      Note: You can select co-authors who have the admin permissions.

      • Type the thank you message as required.

      The respondents receive a thank-you message after submitting the survey.

        4.   Click CREATE.

      After creating the survey, you can