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      Create engagement survey

      Tutorial Play

      Create and share engagement survey

      Admins can create an engagement survey as per the organization’s requirements.

      You can create it in multiple ways:

      Use Engagedly’s e10 template

      Engagedly’s e10 template is a science-based questionnaire consisting of ten sections and 55 questions. You can use them as they are or customize them as required.

      Navigate to Surveys > Engagement.

      1. Click LAUNCH at the top right and select e10.

      Create engagement survey1-2

        2.   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.

        3.   Scroll down to perform the following actions if required:
      • Deselect Enable Questionnaire Randomization.

      By default, this option is selected.

      • Click SHOW ADVANCED SETTINGS and edit the thank you message.

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

      Note: You can add co-authors after creating the engagement survey.

        4.   Click CREATE.

      After creating, you are directed to the Questionnaire tab, which consists of ten sections and 55 questions. 

      You can use them as they are or customize them if required.

      Customize Engagedly’s e10 template

      After creating an engagement survey, using the e10 template, you can customize the e10 template as required.

        5.   In each section, perform the following as required:
      • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu and select Delete Section or Reorder Sections.
      • Click the Edit edit grey-2 Icon to edit the section.

      Add and manage sections and questions in ES4

        6.   Hover over each question and click the Edit edit grey-3, Copy copy, Delete Delete Grey, or Reorder Six dot icon icons as required.

      Note: You cannot add, edit, reorder, or remove the options in a question after sharing a survey.

      Add and manage sections and questions in ES5

      While editing questions, you can perform the following actions as required:

      • Change the question type.
      • Mark the agreement choice question as a driver.

      Note: Agreement choice questions are mandatory. You can mark them as a driver question.

      • Enable a follow-up text question in agreement choice and employee net promoter score question types.
      • Enable mandatory for employee net promoter score and text question types.
      • Enable maximum character limit for text question types.

      After creating an engagement survey, you can

      Create 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. Type the name and description for the survey.

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

        3.   Scroll down to perform the following actions if required:

      • Deselect Enable Questionnaire Randomization. 

        By default, this option is selected.

      • Click SHOW ADVANCED SETTINGS.
      • Search and select the co-authors.
      • Edit the thank you message.

        4.   Click CREATE.

      After creating an engagement survey, you are directed to the questionnaire tab, where you can add multiple sections to a survey and add multiple questions to a section.