Manage respondents

Authors can add respondents to the survey while sharing it. After sharing it, they can manage respondents by adding and removing them.

Add respondents

You can add individual respondents or in bulk.

Navigate to Surveys > Engagement.

  1. Click the Filter Filter-4 Icon in the ALL ENGAGEMENT SURVEYS field.
  2. Click the drop-down and select Authored by You.
  3. Select an engagement survey where you want to manage respondents.
  4. In the Assignments tab, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on an assignment where you want to manage respondents and select Respondents.

Manage respondents in ES1-2
  5.   Click ADD RESPONDENTS, select the respondents manually or in bulk, and click ASSIGN.

Manage respondents in ES2

Remove respondents

You can remove individual respondents or multiple respondents.

  4.   Follow steps 1 to 4.

  5.   Click the ACTIONS drop-down and select Remove Respondents.

  6.   Select the respondents manually or in bulk, and click REMOVE.

Manage respondents3

Hover over the respondent’s name, click the Minus Minus Icon, and click REMOVE to remove the individual respondent.

Note: Removing respondents will remove their responses. You cannot recover them.

You can manage the columns and export the respondents' list.
Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select the option as required.

  • Manage Columns: All active employee fields are available in Manage Columns. However, only the selected fields in the Manage Columns are visible in the AG grid. You can manage the columns as required.
  • Export: You can export the employees' information. Only the selected fields in Manage Columns are exported.

After sharing the engagement survey, you can nudge respondents if they have not submitted their responses. Learn more in Nudge respondents.