Create a survey

Admins 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.

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

You can create a survey in two ways:

• Create using a template
• Create manually from scratch

Create using a 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.

Navigate to Surveys > General.

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.

  5.   Update the survey name.

  6.   Update the survey description or click the Marissa Icon to generate it.

  7.    Enable Make responses anonymous to ensure that responses remain anonymous for both admins and survey managers.

  8.   Select Allow managers to view responses from their direct reports.

  9.   Select Enable questionnaire randomization to automatically shuffle questions for each respondent.

 10.   Update the thank-you message.

 11.   Click CREATE to save the settings.

Create manually 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. Enter the survey name.
3. Enter the survey description or click the Marissa  Icon to generate it.
4. Enable Make responses anonymous to ensure that responses remain anonymous for both admins and survey managers. (Available only for general surveys.)
5. Update the “Anonymity Threshold” as required. Responses are visible only after the specified threshold is reached. (Available only for engagement surveys.) 
6. Select Allow managers to view responses from their direct reports.
7. Select Enable questionnaire randomization to automatically shuffle questions for each respondent.
8. Search and select other admins or survey managers as co-authors.
9. (Optional) Update the thank-you message.
10. Click CREATE to save the settings.

After creating the survey, you are redirected to the “Questionnaire” page, where you can add and manage sections. Learn more in Add and manage sections and questions in survey.