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      Create survey

      Authors can create surveys 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: Any employee can create a survey if the admin has assigned them permission.

      For roles and permissions, learn more in Surveys user guide for admins.

      You can create a survey in two ways:

      Navigate to Surveys > General.

      Create a survey using the template

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

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

      You can select a template from either the Engagedly library or the organization's library to create a survey that suits your requirements.

      1. Click LAUNCH at the top right and select Using Template.
      2. 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.

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        5.   Edit the survey name and description if required.

      You can click the Marissa AI Marissa 5@2x (2) Icon to generate the description based on the survey name.

       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 edit 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.

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      Create a survey from scratch

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

      1. Click LAUNCH at the top right and select Create from Scratch.
      2. Type a name and description for the survey.

      You can click the Marissa AI Marissa 5@2x (2) Icon to generate the description based on the survey name.

        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.
      • Type the thank you message.

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

          4.    Click CREATE.

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      After creating a survey, you can add sections and questions to each section and manage them.