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Configure Survey feature

This page shows the Administrator how to setup the Survey feature on the Thanks platform.

Activate Survey Feature

Survey feature allows an administrator to set up various types of surveys. To activate the Survey feature:
  • Login to the Thanks application.
  • On the right side of the page, click Admin > Platform Setup > Configure Features.
  • On the Survey card section, click Activate button.
    Please note that Survey feature could be already active for your company in which case the administrator need not take any further action.

Deactivate Survey Feature

  • Login to the Thanks application.
  • On the right side of the page, click Admin > Platform Setup > Configure Features.
  • On the Survey card section, click De-Activate button.

How To Create A Survey?

  • Login to the Thanksapplication.
  • On the right side of the page, click See More > Survey.
  • Click on the Actions > Create Surveylink on the top right hand corner.
  • Enter the below details:
    • Survey Title:Enter the name for your survey.
      For example, Onboarding Experience.
    • Survey Topic:Every topic of your survey.
      For example, Employee Engagement.
    • Survey Description:Every a short description of your survey.
      For example, This is a survey for taking feedback from new joinees on our onboarding process.
    • Select Survey Page Type:Select from the options i) Single Page or ii) Multi Page.
      Single page option displays all your survey questions whereas Multi page option displays one question at a time.
    • Survey Type:Select from the options i) Individual or ii) Company or iii) Group.
      Individualoption further has 2 options a) New Joinee b) Manual. If you wish to target new joinees only, please select New Joinee option.
      However, if you wish to target the survey to a set of employees, please select Manual option. Once selected, search and enter the email id of the user(s) you want to target the survey.
      Companyoption allows an administrator to target the survey to all the employees in the organization.
      Groupoption allows an administrator to target the specific groups or business units in the organization.
    • Upload Banner Image:Upload an image for your survey.
    • Valid Till Date:Pick the end date till which the survey should be active
    • Click the Nextbutton and a survey is created. The next step is to add questions to your survey.

How To Add Questions To A Survey?

  • Check the box Do you want to group questions?
    Enabling this option allows the survey questions to be grouped under specific topics.
  • Click on the Add Questionbutton to add questions.
    Enter the below details to add a question.
    • Survey Question:Enter the question text.
    • Answer Choice Type:has 2 options i) Single correct ii) Multiple correct.
      Single correct means only one answer choice is correct whereas multiple correct means more than one answer choice is correct.
    • Options Alignment Type: Select from the drop down list whether your answer choices will appear vertically or horizontally on the screen.
    • Mark Question as mandatory: Check this box if you wish a question to be answered mandatorily without which the survey cannot be completed.
    • Remarks Required: Check this box if you wish the survey taking user to provide comments in free text format for a question.
    • Click on Add Questionbutton to proceed to add answer choices for that question.
    • Enter options and click + iconto add more options and click Savebutton.
    • Once all questions are added, Click on Publish Surveyto launch the survey.

How To Manage An Existing Survey?

  • Login to the Thanks application.
  • On the right side of the page, click See More > Survey.
  • Click on the Actions > Manage Survey link on the top right hand corner.
    This will list all the existing surveys whether ongoing or closed or unpublished.
  • Actions: The actions section on the right has a set of icons that allow you to do the following tasks:

      Survey status is unpublished

    • Edit Survey: Allows administrator to modify a survey.
    • Manage Question: Allows administrator to add, modify or delete questions to a survey.
    • Publish Survey: Allows administrator to launch a survey.

      • Survey status is published

    • View Survey Report: Allows administrator to view survey results and download the report.
    • View Questions: Allows administrator to view survey questions.