A survey is a type of content which can be published to any one of your feeds/channels. Therefore, many of the steps in this guide will be similar for occasions where you are publishing blogs or social posts for example.
In order to publish a survey, you must first create the survey template. For guidance on creating survey templates, please refer to the relevant guidance.
Step One
Navigate to the Comms area of the platform in MANAGE mode, this will automatically land on the CONTENT tab.
🚀 If you are using our new menu feature, hover over the Comms section of the side-bar, then navigate to:
Manage ➡️Content
Select the ➕ next to Content and skip to step three of this guide.
Step Two
To the right of your screen, click the ADD button to open up the CONTENT wizard pull-out drawer.
Step Four
Select the Survey tile.
Step Five
Select the type of survey you would like to publish: eNPS, sentiment pulse, or engagement. This must coincide with the survey template you created prior.
Select the survey template from the drop-down menu. This will populate the settings configured in the survey template including the recurrence and anonymity/Report Results By.
Click the NEXT button to proceed to the next page of the wizard.
Step Six
Many of the fields within the wizard will pre-populate from the survey template, however you can still update/configure many of these fields including the title of the post, and topic/tag.
If you uploaded an image to the survey template, it will automatically display here, but likewise you will have the option to change or remove this. You can use the Hide main image in details panel toggle to confirm whether you would like this image to display when someone clicks on the post (but bear in mind that the image will still display in the feed and that employees will often respond to the survey without opening the post itself).
In the Content summary text box, you can include any text. This text will display on the feed.
Step Seven
Set the Priority, and use the Pin content for drop-down to pin the content to the top of the feed (choose between one hour and 4 weeks). You can also choose whether you want to allow employees to like and comment on the survey post.
Likes and comments are not anonymised, so we would recommend turning these off for surveys, particularly if the survey is sensitive in nature.
If you wish to post the survey to a different feed, then toggle off the Use default feed toggle if you have a specific feed/channel you want to post the survey to.
Proceed to the final page by clicking NEXT in the bottom right-hand corner.
Step Eight
Choose EVERYONE to send this survey to everyone in the business, otherwise select I'LL CHOOSE to select particular employees, departments, or groups.
Toggle on the notifications you wish for the recipients of the post to receive. Then click the PUBLISH button to post the content immediately (or schedule publication for a later date/time).
In the PUBLISH NOW pop-up, select who will show as the publisher, then click the NEXT button, then the PUBLISH NOW button.