Home Surveys Create new engagement survey

Create new engagement survey

Last updated on Jul 29, 2024

On the left sidebar of your dashboard, click on the "Surveys" icon

Click "Create Survey" in the top right corner

You can create the survey from scratch or choose from the templates available in the tool

Give a Title to the survey. You can choose to make it anonymous or identified

You can add questions from the "Peoplebox Library"

You can also create your own question by selecting "Add Custom Questions"

Type your question in the given space. Select the type of question (5 scale rating or open text) and the driver/category. Then, click on "Add Question to Survey"

Search for the participants you want to add to the survey using the search bar

After selecting the participants, click "Create"

Launch your survey to the participants by clicking the "Launch" button

Select a channel for launching the survey: "Slack" or "Email Notification". You have the option to customize your message as well

You can launch the survey instantly or schedule it for a specific time and date

Finally click "Launch"

Once the survey is launched, it will be live