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Surveys

Do you want to better understand the needs and expectations of your employees, clients or business partners? Create a survey and collect anonymous responses.

Create a survey

  1. To access surveys, navigate to the Surveys section in the menu located under the Surveys icon. To create a new survey, simply click on the New survey button at the top right corner next to the search box.Snímek obrazovky 2024-08-06 v 13.33.37
  2. Enter a title for the survey and click the Add button to get started.
  3. Begin creating questions by clicking on the Create a question button and adding the first question to the survey. You have the option to choose from three types of questions: single-choice, multiple-choice, or open-response.Snímek obrazovky 2024-08-06 v 13.34.51
  4. You can mark a question as required.Snímek obrazovky 2024-08-06 v 13.37.36
  5. You can easily adjust the order of the questions by dragging and dropping them to a new location. Simply hover over the dots icon next to the question, grab the question, and move it to your desired position.Snímek obrazovky 2024-08-06 v 13.38.38
  6. You can further edit or delete questions by clicking on the edit/delete icon before publishing the survey.
  7. Every survey comes with a welcome page and a thank you page. You have the flexibility to customize the text on these pages to suit your needs.Snímek obrazovky 2024-08-06 v 13.39.13
  8. Before finalizing your survey, you have the option to preview it. Simply click on the eye icon located in the top right corner to view how your survey will appear to respondents.Snímek obrazovky 2024-08-06 v 13.40.01

The survey's default language is automatically set based on the language of the member who created it. (If you wish to create a survey in a different language, you can temporarily change the language setting in your administration.)

Survey publication

  1. To make your survey available, simply click on the blue Publish icon. This will prompt a confirmation window where you can either copy the direct survey link or download the QR code for easy sharing.
  2. Click on the Publish button to complete the publication.Snímek obrazovky 2024-08-06 v 13.45.36
  3. Share your survey with respondents by accessing the direct link and QR codes conveniently located under the Share button in the top right corner. This allows you to easily distribute the survey and gather valuable feedback from participants.

Once the survey is published and receives the first response, editing questions will no longer be possible.

Unpublishing the survey

To stop the survey, simply click on the three dots icon in the survey overview or within the survey details, then choose the option to Unpublish. This action will deactivate the survey, preventing any further submissions from being made.Snímek obrazovky 2024-08-06 v 13.48.12

Survey results

  1. To view the responses received and their graphical summary, simply click on the Results button within the survey details.
  2. The first tab displays a visual summary of the statistical results gathered from the responses received.Snímek obrazovky 2024-08-06 v 13.47.02
  3. Within the second tab, you have the ability to view each individual response separately.Snímek obrazovky 2024-08-06 v 13.47.18
    Tip: You can hide or delete individual responses if necessary.
    Snímek obrazovky 2024-08-08 v 11.08.35
  4. You have the ability to download all data in either csv or xlsx format. Simply locate this option in the top right menu under the three dots icon.Snímek obrazovky 2024-08-06 v 13.47.43

Additional work with surveys

  • To make a copy of a survey, simply click on the Duplicate option found under the three dots icon in the survey overview or within the survey details.
  • If you wish to remove a survey entirely, you can do so by clicking on the Delete option located under the three dots icon in the survey overview or within the survey details.

The Surveys feature is not included in any plan and needs to be purchased separately. To enable this feature, please reach out to us, for example, through the administration, and we will set it up for you.