Share survey

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

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

The following assignment types are available. Select the one that suits your requirements:

• Share with employees: Share the survey with selected employees within your organization.
• Post on social: Share the survey with selected employees by posting it on the social module.
• Invite through email: Share the survey with specific audiences through email.
• Generate a public URL: Generate a public link and a downloadable QR code to share the survey with anyone.

Navigate to Surveys > General.

1. Click the Filter 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.

  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.

• Select Get notified when respondents submit the survey.

• 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.

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.

• 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.

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.

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

            Or

       Click the Download 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.

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 or download the QR code to share it with anyone, both inside and outside the organization.

  8.   Click CREATE.

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.