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User Guide: How to Use Ready Made Surveys

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This guide will take you through the process of delivering and editing our Ready Made Surveys built by our organizational scientists.  

  1. How to select and send pre-made surveys
  2. How to add custom questions

1. How to select and send a pre-made surveys

1.1 Navigate to Ready Made Surveys within Surveys & Happiness, and click Get Started

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1.2 Scroll to review our ready made surveys

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1.3 ‘Select’ a survey or click ‘View’ to preview survey questions and associated pillars

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1.4 Edit survey title, populate survey description and toggle for survey anonymity

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1.5 Choose manager visibility rights, and Automate (if applicable)

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1.6 Scroll to review Ready Made survey questions with their measurement pillars attached

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1.7 Scroll to the bottom of the survey and Choose recipients or Save and Publish

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1.8 Send to ‘All employees’, ‘Individuals’, ‘Teams’, ‘User Roles’, ‘Job Roles’, ‘Locations’, ‘Gender’, or ‘Age’

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1.9 Select participants and click ‘Send survey’

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2. How to add custom questions

2.1 Adding Custom Questions – scroll to the final question in your ready-made Survey and click ‘+Add Custom Question’

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2.2 Populate your question and select Answer type from the drop down menu

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2.3 Select participants and click ‘Send survey’

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To learn how to create your own surveys using our extensive question bank click HERE

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Continue reading, continue learning.

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