---
title: Introduction to Surveys
description: Survey is a powerful tool that allows organizations to gather employees’ valuable data, feedback, opinions, and insights on various aspects related to their work, job satisfaction, engagement, and organizational culture to identify improvement areas and make informed decisions.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Surveys](https://help.engagedly.com/surveys?hsLang=en)
3. [Overview](https://help.engagedly.com/surveys?hsLang=en#overview)

# Introduction to Surveys

### Table of contents

1\. [Introduction](https://help.engagedly.com/introduction-to-survey-1#Introduction)

2\. [Why Survey?](https://help.engagedly.com/introduction-to-survey-1#Why-Survey)

3\. [Who is the module intended for?](https://help.engagedly.com/introduction-to-survey-1#Who-is-the-module-intended-for)

4\. [What are the suggested use cases?](https://help.engagedly.com/introduction-to-survey-1#use-cases)

5\. [What are the key features of the module?](https://help.engagedly.com/introduction-to-survey-1#key-features)

6\. [How does it work?](https://help.engagedly.com/introduction-to-survey-1#how-does-it-work)

7\. [How one can benefit from a survey?](https://help.engagedly.com/introduction-to-survey-1#benefit)

8\. [Glimpse of the product](https://help.engagedly.com/introduction-to-survey-1#glimpse)

### 1. Introduction

Survey is a powerful tool that allows organizations to gather employees’ valuable data, feedback, opinions, and insights on various aspects related to their work, job satisfaction, engagement, and organizational culture to identify improvement areas and make informed decisions. The admins can set up workflow automation to trigger surveys based on specific conditions, ensuring no surveys go unnoticed. The authors can create a survey that can reach multiple audiences within and beyond the organization. Learn more in [Create survey](https://help.engagedly.com/create-a-survey-1?hsLang=en).

### 2. Why Survey?

Engagedly’s Survey module allows you to start planning and conducting surveys easily and efficiently. Whether you want to automate the surveys or conduct them during crucial moments like exit surveys with ex-employees, our latest enhancements have resolved all the challenges you faced before. You can create a seamless and impactful survey and achieve valuable insights effortlessly.

### 3. Who is the module intended for?

Engagedly's survey is intended for organizations and businesses of various sizes and industries. It is designed to help HR professionals, managers, team leaders, and even employees who want to conduct a survey to gain valuable insights within and beyond the organization.

### 4. What are the suggested use cases?

- Reach out to the employees on demand and collect responses.
- Achieve increased employee engagement.
- Ease the work of asking questions to specific audiences, maximizing the quality of responses.
- Get better onboarding feedback from the new employees.

### 5. What are the key features of the module?

- Assign anyone the survey manager role.
- Create a survey or use a template.
- Create different types of questions in a survey.
- Collect anonymous responses.
- Mark the questions mandatory.
- Share the survey within and beyond the organization with or without an end date.
- Share the survey via an individual's email ID, social media, a public URL, a QR code, or by inviting the selected audience through email.
- Add a link to the survey title, description, section, or question to provide respondents with additional information, depending on the purpose of the survey.
- A QR code is generated for the survey when the URL assignment type is created.
- Award points on survey completion.
- Set recurrence to assignments.
- Reopen a closed survey.
- Automate the survey using the workflow.
- Respond directly by email, mobile app, and mobile browser.
- Capture valuable insights from respondents’ to gauge their satisfaction and engagement.
- View and export the survey responses based on date range, specific assignments, question-wise, and individual responses.

### 6. How does it work?

1. Admins can give access to anyone in the organization to create a survey.
2. Admins can assign the survey manager role to anyone in the organization.
3. Admins and survey managers can create and share a survey within and beyond the organization.
4. Respondents respond to the survey.
5. Admins and authors can view and export the respondents' responses.

### 7. How can one benefit from a survey?

**Admins:** Survey provides real-time engagement data and valuable insights, which helps drive a feedback culture, enhancing respondents’ engagement.

**Respondents:** Survey empowers respondents by providing a platform to share their valuable feedback, which fosters engagement, satisfaction, and positive change.

### 8. Glimpse of the product

- [Make a Recurring Survey](https://youtu.be/gromxlyZCI4) [![▶️](https://fonts.gstatic.com/s/e/notoemoji/15.0/25b6_fe0f/72.png)](https://youtu.be/gromxlyZCI4)
- [Viewing Survey Responses](https://youtu.be/l5rEAPGrtwc) [![▶️](https://fonts.gstatic.com/s/e/notoemoji/15.0/25b6_fe0f/72.png)](https://youtu.be/l5rEAPGrtwc)<https://youtu.be/l5rEAPGrtwc>
- [Create Surveys](https://youtu.be/cOBcBOfFe9w) [![▶️](https://fonts.gstatic.com/s/e/notoemoji/15.0/25b6_fe0f/72.png)](https://youtu.be/cOBcBOfFe9w)<https://youtu.be/cOBcBOfFe9w>
- [Share Survey: Social Wall](https://youtu.be/m6dZYmGNZbE) [![▶️](https://fonts.gstatic.com/s/e/notoemoji/15.0/25b6_fe0f/72.png)](https://youtu.be/m6dZYmGNZbE)
- [Share Survey: Engagedly Platform](https://youtu.be/1J3NTimUclY) [![▶️](https://fonts.gstatic.com/s/e/notoemoji/15.0/25b6_fe0f/72.png)](https://youtu.be/1J3NTimUclY)

Engagedly’s survey is a unique offering to conduct surveys at any time within and beyond the organization. With the admins' permission, anyone in the organization can create surveys with various question types and share them in different ways.

Discover the power of Engagedly's survey firsthand — [schedule a demo](https://engagedly.com/request-demo/) today and unlock the full potential of your organization to collect the responses within and beyond it!

 

- [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content)

    - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3)
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    - [Pulse Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#pulse-survey)
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    - [Overview](https://help.engagedly.com/coaching?hsLang=en#overview)
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    - [Overview](https://help.engagedly.com/team-pulse?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/team-pulse?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/team-pulse?hsLang=en#faqs)
- [Employee Social](https://help.engagedly.com/employee-social?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/employee-social?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/employee-social?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/employee-social?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/employee-social?hsLang=en#faqs)
- [Groups](https://help.engagedly.com/groups?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/groups?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/groups?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/groups?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/groups?hsLang=en#faqs)
- [Surveys](https://help.engagedly.com/surveys?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/surveys?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/surveys?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/surveys?hsLang=en#faqs)
- [Engagement Survey](https://help.engagedly.com/engagement-survey?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagement-survey?hsLang=en#overview)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/engagement-survey?hsLang=en#faqs)
- [Rewards](https://help.engagedly.com/rewards?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/rewards?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/rewards?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/rewards?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/rewards?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/rewards?hsLang=en#faqs)
- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
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