Create a survey

Admins can create surveys based on their organization's requirements.

Any employee can create a survey only when admins enable the permission in the survey settings. For more information, refer to the Configure survey settings.

Admins can assign the appropriate role to employees: “Survey Manager” to create and manage general surveys, or “Engagement Survey Manager” to create and manage engagement surveys. For more information, refer to Add and manage roles and permissions.

Choose a survey creation method

All methods begin from: Navigate to Apps > Surveys.

Create a survey using a template

Engagedly offers predefined survey templates in the “Template Library”. Admins can also create custom templates based on organizational needs and add them to the library.

Option 1: Use the template directly

1. Click Template Library at the top right.
2. Click Use Template on the required template to create a survey.
3. Configure additional settings.

Option 2: Preview before using

1. Click Template Library at the top right.
2. Click the template to view its sections and questions.
3. Click Preview to view how the survey appears to employees.
4. Click Use Template at the top right to create the survey.
5. Configure additional settings.
   

Option 3: Create via launch

1. Click Launch at the top right and select General Survey.
2. Click Using Template.
3. Open the drop-down and select a template library: Engagedly and Organisation.
4. Hover over the template and click VIEW to preview how the survey appears to employees.
5. Click the template to select it, and then click USE THIS TEMPLATE.
6. Configure additional settings.

Configure additional settings (common for all template options)

1. Update the survey name.
2. Update the description or click the Marissa icon to generate it.
3. Enable Make responses anonymous to ensure that responses remain anonymous for both admins and survey managers. 
4. Select Allow managers to view responses from their direct reports.
5. Select Enable questionnaire randomization to automatically shuffle questions for each respondent.
6. Update the thank-you message.
7. Click CREATE to save the settings.

Create an engagement survey using the e10 template

1. Click Launch at the top right and select Engagement Survey.
2. Click e10.
3. Update the survey name.
4. Update the description or click the Marissa icon to generate it.
5. Update the “Anonymity Threshold” as required. By default, it is four. Responses are visible only after the specified threshold is reached.
6. Select Allow managers to view responses from their direct reports.
7. (Optional) Deselect Enable questionnaire randomization to disable question randomization for each respondent.
8. (Optional) Update the thank-you message.
9. Click CREATE to save the settings.

After creating the survey, you are redirected to the “Questionnaire” page, where you can add and manage sections. For more information, refer to Add and manage sections in a survey.

Create a survey manually

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

1. Click Launch at the top right and select General Survey or Engagement Survey.

    

     2.  Click Create from Scratch.

     3.  Enter the survey name.

     4.  Enter the description or click the Marissa icon to generate it.

     5.  Enable Make responses anonymous to ensure that responses remain anonymous for both admins and survey managers. (Available only for general surveys.)

     6.  Update the “Anonymity Threshold” as required. Responses are visible only after the specified threshold is reached. (Available only for engagement surveys.) 

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

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

     9.  Search and select other admins or survey managers as co-authors.

    10.  (Optional) Update the thank-you message.

    11.  Click CREATE to save the settings.

After creating the survey, you are redirected to the “Questionnaire” page, where you can add and manage sections. For more information, refer to Add and manage sections in a survey.

Create a general survey with Marissa

You can create a survey with AI-curated survey questions based on your needs.

1. Click Launch at the top right and select General Survey.
2. Click Get Marissa Suggestion.
3. Enter the survey insights and click GENERATE.
   Click GENERATE multiple times to refine the suggestions.

     4.  Click CREATE.

Based on the survey title, Marissa generates questions.

     5.  Add survey insights to refine the questions and click REGENERATE.

     6.  Click the Marissa icon next to a question to rephrase it.

     7.  Select the required questions and click ADD.

After adding the questions, you are redirected to the “Questionnaire” page, where you can add and manage sections. For more information, refer to Add and manage sections in a survey.

Create an engagement survey with Marissa

Marissa assists admins and engagement survey managers to set up and launch engagement surveys. It guides you through the entire process, from designing the survey structure to drafting questions and assigning respondents, saving time and effort.

1. Click Launch at the top right and select Engagement Survey.
2. Click Get Marissa Suggestion.
3. Enter the survey insights and click ASK MARISSA.

You are redirected to the Ask Marissa survey creation pop-up.

     4.  Enter a prompt and click the Send icon.

     5.  Continue entering appropriate prompts to proceed with the survey creation process based on your needs.

For more information, refer to Create an engagement survey with Marissa.