Manage respondents

Authors can add respondents to an engagement survey while sharing it. After sharing it, they can manage the respondents by adding or removing them.

Navigate to Survey on the left pane.

  1. Scroll down to the All Surveys field and click View All on the right.

Add and manage sections and questions1a

  2.   Select the Engagement tab, and then select an engagement survey.

Manage engagement survey2

  3.   Go to the Assignments tab and click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on the assignment where you want to manage respondents.

  4.   Select Respondents.

Manage respondents1-1

Add respondents

You can add individual respondents manually or add them in bulk.

  5.   Follow steps 1 to 4.

  6.   Click ADD RESPONDENTS, select the employees, and click ASSIGN.

Manage respondents in ES2-1

Remove respondents

You can add individual respondents manually or add them in bulk.

  5.   Follow steps 1 to 4.

  6.   Click ACTIONS and select Remove Respondents.

Manage respondents in ES3

  7.   Select the employees and click REMOVE.

Manage columns

You can manage the columns and export the respondents' list.

  5.   Follow steps 1 to 4.

  6.   Click the Overflow Overflow Menu-3 Menu at the top right and select the option as required.

  • Manage Columns: All active employee fields are available in Manage Columns.
    However, only the selected fields in the Manage Columns are visible in the AG grid.
    You can manage the columns as required.
  • Export: You can export the employees' information.
    Only the selected fields in Manage Columns are exported.

After sharing an engagement survey, you can nudge respondents who have not submitted their responses. Learn more in Nudge respondents.