Create 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
• Customize Engagedly’s e10 template
• Create from scratch

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.

1. At the top right, click the LAUNCH drop-down and select Engagement Survey.

  2.   Click e10 to use the existing template.

  3.   Type the name and description.

You can use Marissa AI to describe the survey.

You can add a thank you message if required.

• Scroll down and click SHOW ADVANCED SETTINGS.
• Type the thank you message.

  4.  Click CREATE.

You will land on 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 Menu and select Delete Section or Reorder Sections.
• Click the Edit Icon to edit the section.

  6.   Hover over each question and click the Edit , Copy , Delete , or Reorder icons as required.

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

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

• 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

• Push it to the template library to make it available for other admins.
• Share it with the employees so they can submit their responses.

Create from scratch

You can create an engagement survey from scratch.

Navigate to Surveys.

1. At the top right, click the LAUNCH drop-down and select Engagement Survey.
2. Click Create from Scratch, and type the name and description.

You can use Marissa AI to describe the survey.

You can add co-authors and thank you message if required.

• Scroll down and click SHOW ADVANCED SETTINGS.
• Search and select the co-authors.
• Type the thank you message.

  3.   Click CREATE.

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