When it comes time to start an Engagement survey, account admins will have to choose which template to use for the survey. So before the survey, it is important that all custom questions and/or templates be created.
Account admins can use 15Five's existing & scientifically backed templates, Engagement+ Fundamentals, Engagement+ Advanced, OR can create a Customized template. The existing 15Five templates include dozens of psychological science research themes that include intrinsic motivation, positivity, fairness, strengths, and psychological safety. These templates are ready to use out-of-the-box and allow admins to gather extremely valuable information, even if they are unsure what questions to ask initially. To check out the Engagement+ full, pre-loaded question bank, click on the 'Question bank' option from your left navigation menu.
Note
Only account admins for Plus accounts have access to create custom questions and custom templates. Additionally, only account admins can access the Question bank.
Tip
If you would like to duplicate any question bank question, including 15Five questions, you can click '...' to the right of the question and click 'Duplicate'.
In order to create a custom template, account admins must first create the custom questions.
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Create custom Engagement questions
1. Click on 'Features' from the left navigation.
2. Click on 'Engagement+' to expand the options.
3. Last, click on 'Question bank'.
4. Click on the orange 'Create a question' button at the top right.
5. A side panel will pop out on your right hand side. Fill out the details for your custom question and then click 'Add question'.
6. Once you have created all of your questions, you can double check them by using the 'Source' filter and selecting 'Custom'.
7. Now that your custom questions are done, you can create a custom template and get a survey going.
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Create a custom Engagement template
Note
Existing templates (15Five templates) will be automatically appear in the 'Question template' dropdown menu when an account admin is creating an Engagement survey.
1. Click on 'Features' from the left navigation.
2. Click on 'Engagement+' to expand the options.
3. Last, click on 'Surveys'.
4. Click on the orange 'Create a new survey' button at the top right.
5. In the first section, 'Survey template', click the 'Create new template' button.
6. Give your new custom template a name.
7. Give your template a description.
8. Under 'Template questions', click 'Add a question'.
9. A side panel will pop out on your right hand side. To add your custom questions to your template, click the '+' to the right of each question. Once a question has been added, the '+' icon will turn into a green checkmark icon.
10. If you need to add another question from this panel, click the 'Create question' tab at the top and you can add another question from this same page.
11. When you're done adding questions to the new template, exit out of the side panel.
12. Review all template details and click 'Create template'.
13. Now when creating an Engagement survey, the custom template will appear in the drop-down menu of optional templates.
Next step: Create an Engagement survey