After creating a survey, the authors can share a Survey within and beyond the organization. Learn more in Create a Survey.
Note: Anyone can create and share the Survey if the admin has given them permission. For roles and permissions, learn more in Survey user guide for Admins.
You can share a Survey in the following assignment types.
- Share Survey with the employees
- Post the Survey on social
- Invite through email
- Generate a public URL
Navigate to Surveys and click the Surveys tab.
- Select Authored by You from the drop-down.
- Click the Overflow
Menu on the Survey you want to share and select Share Survey.
Or
Click the Survey you want to share and click SHARE SURVEY at the top right.
3. Select the assignment type.
Share Survey with the employees
You can share the Survey with the selected employees within the organization.
4. Follow steps 1, 2, and 3.
5. Click Share with the employees.
6. Type the assignment name and set the start date.
You can perform the following actions as required:
- Set the end date to a Survey or keep it running.
Note: Setting the Survey end date is necessary to send reminder notifications to the respondents.
- Enable Get notified when respondents submit the survey.
Note: A Survey should be non-anonymous to get notified when respondents submit it.
- Set Award points on survey completion and Approx. time for completion.
- Modify the Email Message if required.
7. Click CREATE.
8. Select the employees and click ASSIGN.
You can click the box beside Employee to select all the employees or click the box beside individual employee names to select them manually.
Post the Survey on social
You can share the Survey as a post on the social feed.
4. Follow steps 1, 2, and 3.
5. Click Post the survey on social.
6. Type the assignment name and set the start date.
7. Click CREATE.
By default, the post type Share Status is selected.
You can enter tags, which helps to filter particular posts.
8. Search and select the respondents in the Share With field, and click POST.
Note: The Survey link will auto-generate in the social post.
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.
4. Follow steps 1, 2, and 3.
5. Click Invite through Email.
6. Type the assignment name and set the start date.
You can modify the email subject and the body if required.
7. Click CREATE.
Note: The link to the assignment will be attached at the end of the email body.
Or
Download the template, update the field(s), save the file, and upload the template to add the email IDs of the respondents in bulk.
Generate a public URL
You can share the Survey by generating a public URL.
4. Follow steps 1, 2, and 3.
5. Click Generate a public URL.
6. Type the assignment name and set the start date.
You can copy the auto-generated URL and share it with anyone within and beyond the organization.
7. Click CREATE.
Note: When the respondents click the link and enter their first and last names and email IDs, they will be added to the Respondents field.
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 a Survey.
- Manage the respondents by adding and removing them. Learn more in Manage the Respondents.