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Creating a Survey Campaign

 

The Define Survey module of Engage SURVEY will allow you to create a survey campaign based on a combination of a survey model, survey participants, and survey campaign settings.
 

Part 1 define survey

 

Ingredients of a Survey Campaign

A survey campaign – whether a regular 6-monthly or annual employee survey, or a series of short pulse surveys – comprises the following key ingredients:

  • Survey model & questionnaire – survey model (survey questions grouped into one or more survey constructs) and related online survey questionnaire;

  • Participants – either all the participants in the employee list, as captured by means of the Manage PARTICIPANTS module, or an arbitrary subset of the employee list (individual employees and/or business units), unless you want to run the survey as a public (open) link that anyone can respond to;

  • Communications – edited version of the inherited invitation and reminder email content;

  • Survey settings – start, reminder and end dates for the survey campaign; and

  • Test emails – survey links sent out via test emails so select individuals can test and validate the survey before going live with the survey.

 

Part 1A survey components

 

Defining a Survey Campaign

The Define Survey menu item will allow you to create a new survey campaign (combination of a survey model/questionnaire, survey participants and survey communications), or to edit, copy or delete an existing survey campaign.

 

Part 1B menu 

A list of existing survey campaigns will be displayed in the work area. Click on the New button to create a new survey campaign, or select an existing survey campaign from the list (it should be highlighted in burgundy), and then click on the appropriate toolbox function in the side panel or in the toolbox dropdown menu to edit, copy or delete the survey campaign.

 

Part 1C list

  

Part 2A menu new Create a new survey campaign

Click on the New survey toolbox function in the side panel or on the New button in the work area to create a new survey campaign. A dialogue window will come up where you can enter the name of the survey campaign and select the survey model and related questionnaire, and then click on the OK button when you are done.

 

Part 2A dialogue

The new survey campaign will be created, and the Edit survey work area and a number of sub-menu items in the side panel will be displayed:

 

Part 3A configure menu

 

  • Configure – set or change the survey model and questionnaire, and set the survey start, reminder, and closure dates (see Configure);

  • Participants – select the survey participants from the employee list (see Participants), unless you want to run the survey as a public (open) link that anyone can respond to;

  • Communications – edit and finalize the survey invitation and reminder email contents (see Communications);

  • Test emails – send and manage test emails with the survey link to select individuals (see Test emails).

 

Part 2B menu edit Edit an existing survey campaign

 

To edit the parameters and settings of an existing survey campaign, select the survey campaign (it should be highlighted in burgundy), and then click on the Edit survey toolbox function in the side panel or in the toolbox dropdown menu. Alternatively, just double-click on the survey campaign name to edit it; the Edit survey work area and a number of sub-menu items in the side panel will be displayed (see the New survey section above for more).

  

Part 2C menu copy Copy an existing survey campaign

 

To copy an existing survey campaign, select the survey campaign (it should be highlighted in burgundy), and then click on the Copy survey toolbox function in the side panel or in the toolbox dropdown menu. A dialogue window where you can confirm that you want to copy the survey campaign will come up. Click on the OK button to save the survey campaign. An iteration number (#1) will be added to the name of the new survey campaign. You can edit or rename the survey campaign by means of the Edit survey function.

  

Part 2D menu delete Delete an existing survey campaign

 

Select a survey campaign (it should be highlighted in burgundy), and then click on the Delete survey toolbox function in the side menu or in the toolbox dropdown menu in the work area. A dialogue window where you will be required to confirm that you want to delete the survey campaign will come up. Click on the OK button to delete the survey model. Please note that an active survey campaign cannot be deleted.

 

« Survey Settings Configure Campaign »