Create an engagement 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 Engagement survey user guide for admins.

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

Choose a survey creation method

Use Engagedly’s e10 template

Engagedly’s e10 template is a research-based questionnaire created by industry experts. It consists of ten sections and 55 questions. You can use the templates as they are or customize them as needed.

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

After creating an engagement 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 engagement survey.

Create manually from scratch

You can create an engagement survey from scratch.

Navigate to Surveys > Engagement.

1. Click the 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. Update the “Anonymity Threshold” as required. Responses are visible only after the specified threshold is reached. (Available only for engagement surveys.) 
5. Select Allow managers to view responses from their direct reports.
6. Deselect Enable questionnaire randomization to disable question randomization for each respondent.
7. Search and select other admins or survey managers as co-authors.
8. (Optional) Update the thank-you message.
9. Click CREATE to save the settings.

After creating an engagement 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 engagement survey.