Creating Surveys (Legacy)

Our Surveys feature is your go-to tool for effortlessly creating and managing surveys that yield valuable insights. Whether you're conducting employee satisfaction assessments or offering workforce incentives, this user-friendly tool streamlines the entire process. In this comprehensive guide, we'll walk you through setting up surveys, customizing questions, and analyzing results to help you make data-driven decisions.
 

Note: For a front-end user perspective, refer to the Taking Surveys article.

1. Navigating to the Surveys tool
2. Creating a Survey
   1. General 
   2. Participants
   3. Reward
   4. Questions
      1. Single-Select
      2. Multi-Select
      3. Short Answer
      4. Long Answer
      5. User Selection
   5. Finalizing and Publishing Your Survey
3. Sharing Surveys
4. Viewing Results
5. Survey Statuses

Navigating to the Surveys tool

To access the Surveys tool:

1. Click the Admin button in the top-right corner of the screen to open the admin portal.
2. Select the Settings tab at the top of the screen.
3. Click Surveys on the right side of the page.

Creating a Survey

To begin, click the New Survey button.

General 

1. Name your survey and provide a description.
2. Add a completion note that will display on the social feed once the survey is completed.
3. Set a maximum number of submissions if needed to limit how many times participants can take the survey.
4. Toggle Anonymous to keep responses unnamed. Participants are informed of the survey’s privacy policy when they take the survey.
5. Click Next.

Participants

1. Toggle Limit Eligibility On to restrict the survey to specific metadata groups or individuals. If toggled Off, the survey will be available to all users. Adding multiple metadata or users acts as an OR statement.
2. Once finished, click Next.

Note: Currently, survey eligibility cannot be restricted by user login status. As a workaround, create a metadata group for logged-in users using the Metadata Creator and limit survey participation to that group.


 

Reward

1. Toggle Reward for Taking Survey On to distribute points to participants upon survey completion.
2. Choose the user or select "From Company Bot" to assign the points.
3. Input the award amount and specify how many times a participant can earn an award.
4. Select the budget and the Award Network from which participants can choose their rewards.
5. Click Next.

 

Questions

Click Add Question to create questions for your survey. You can choose from the following types:

Single-Select

Similar to a multiple-choice question, a Single-Select question allows one answer:

• Enter the Question Text.
• Add multiple answer options by typing an answer and hitting enter.
• Check the Participant’s Answer is Required box if necessary.
• Click Save.

Multi-Select 

Allows participants to choose multiple answers:

• Enter the Question Text and the answer options.
• Check the Participant’s Answer is Required box if needed.
• Click Save.

Short Answer

A Short Answer question prompts concise written responses:

• Enter the Question Text.
• Check the Participant’s Answer is Required box if applicable.
• Click Save.

Note: The character limit for a short answer is 600.

Long Answer

A Long Answer question invites detailed written responses:

• Enter the Question Text.
• Check the Participant’s Answer is Required box if necessary.
• Click Save.

Note: The character limit for a long answer is 4,000.

User Selection

A User Selection question prompts respondents to nominate a user for a specific question:

• Enter the Question Text.
• Check the Participant’s Answer is Required box if necessary.
• Click Save.

Once all questions are added, organize them as needed and click Preview for a front-end view. When satisfied, click Next.

Finalizing and Publishing Your Survey

Once you've configured the survey:

• Click Save Draft to save it as a draft.
• Select Schedule to set a future launch date.
• Click Publish Now to launch the survey immediately.

Sharing Surveys

To share a survey:

1. Click the three dots next to the survey on the main Surveys page.
2. Select Copy Survey Link to share the link.
3. Choose QR Code to download a QR code that directs participants to the survey.

 

Viewing Results

To view survey results:

1. Click the three dots next to the survey on the main Surveys page.
2. Select Results to see responses in various data visualizations.
3. Click Export CSV to download the survey data in a .csv format.

Survey Statuses

At the top of the Surveys page, you’ll find three tabs:

• Current: Displays active surveys.
• Completed: Shows closed surveys.
• Settings: Allows you to update general settings, like the Surveys page title.

Here are the possible survey status types:

• In-progress: The survey has started. Only the end date can be changed; other settings cannot be edited.
• Budget Requires Funding: The survey’s budget has run out of points, and no further participation can occur until it's replenished.
• Completed: The survey has ended and is no longer visible to participants.

If you have any questions, please contact Awardco Admin Support.