Share survey

After creating a survey, authors can share it with anyone, both internal audiences within the organization and external audiences.

Note: Anyone can create and share surveys if the admin has given them permission. Learn more about roles and permissions in the Surveys user guide for admins.

Surveys are shared through assignments. After creating an assignment, you can add employees to it at any time.

Note: Adding respondents to an assignment after sharing the survey may impact the responses already collected.

You can select from different types of assignments based on your requirements:

Share a Survey1

Navigate to Surveys > General.

  1. Click the Filter Filter-4 Icon in the ALL SURVEYS field.
  2. Click the drop-down and select Authored by You.

You can also share surveys authored by others.

  3.   Select a survey you want to share.

Add and manage sections and questions1

  4.   Click SHARE SURVEY at the top right.

  5.   Select the assignment type.

Share survey with employees

You can share the survey with selected employees within the organization.

  5.   Follow steps 1 to 4.

  6.   Select Share with the employees.

  7.   Type the assignment title and set the start date.

You can perform the following actions as required:

  • Set the end date.

 If you do not set the end date, the assignment will remain active forever.

Note: Setting the survey end date is necessary to send reminder notifications to the respondents.

  • Select Get notified when respondents submit the survey.

Note: A survey should be non-anonymous to get notified when respondents submit it.

  • Set award points to award employees on survey completion.
  • Set the approximate time for survey completion.
  • Modify the email message.

  8.   Click CREATE.

  9.   Select the employees and click ASSIGN.

You can click the box beside Employee to select all employees or click the box beside individual employee names to select them manually.

Share a Survey3

Post survey on social

You can share the survey as a post on the social feed.

  5.   Follow steps 1 to 4.

  6.   Select Post the survey on social.

  7.   Type the assignment title and set the start date.

You can perform the following actions as required:

  • Set the end date.

 If you do not set the end date, the assignment will remain active forever.

Note: Setting the survey end date is necessary to send reminder notifications to the respondents.

  • Set award points to award employees on survey completion.
  • Set the approximate time for survey completion.

  8.   Click CREATE.

By default, the post type Share Status is selected.

You can enter tags, which helps to filter particular posts.

  9.   Search and select respondents in the Share With field, and click POST.

Note: The survey link will auto-generate in the social post.

Share surveys3

Note: The respondents are added to the Respondents field when they click the link.

Invite through email

You can share the survey within and beyond the organization with specific audiences through email.

  5.   Follow steps 1 to 4.

  6.   Select Invite through Email.

  7.   Type the assignment title and set the start date.

You can modify the email subject and the body if required.

  8.   Click CREATE.

Note: The link to the assignment will be attached at the end of the email body.

  9.   Type the email IDs and press enter on your keyboard to add the email IDs of the respondents manually.

            Or

       Click the Download Download Grey Icon,  open the downloaded file, update the fields in it, save the file, and click UPLOAD to add the email IDs of the respondents in bulk.

 10.   Click ASSIGN.

Share surveys4

Generate a public URL

You can share the survey by generating a public URL.

  5.   Follow steps 1 to 4.

  6.   Select Generate a public URL.

  7.   Type the assignment title and set the start date.

You can copy the auto-generated URL and share it with anyone, both inside and outside the organization.

  8.   Click CREATE.

Note:

  • When the respondents click the link, they will be added to the Respondents field.
  • When you share the survey with a public URL, whether the survey is anonymous or not, you can view the respondents as Respondent 1, Respondent 2, and subsequent numbers.

After sharing the survey, you can:

  • View the ACTIVE status, start date, end date (if set), and assignment type on each assignment in the Assignments tab.
  • Manage it by editing, setting recurrence, closing, opening, and deleting. Learn more in Manage survey.
  • Manage the respondents by adding and removing them. Learn more in Manage respondents.