Create a custom engagement survey

👥 Only the Engagement Admin can create custom engagement surveys.

This article walks through how to create create and edit a custom survey. Custom surveys can be combined with the default Engage survey, the eNPS survey, or topic-based assessments to create an engagement campaign.

In this article, you will learn...


Create a custom survey

  1. Click Engagement in 15Five's main, left-hand navigation to open the Engage portal.
    Engagement.png
  2. You'll land on the 'Campaigns' page in the Engage portal. From here, open the 'Settings' page using the left-hand navigation bar.
  3. Click into the 'Survey Management' tab in the left-hand navigation, then click + Add Survey in the top, right-hand corner.
  4. Pick a name that helps you remember the survey when selecting it in the campaign creation process.
  5. Add sections. Start by adding a section to your survey. You can have as many sections as you want and sections can easily be reordered by clicking the up/down arrow next to their title.
  6. Add statements. Once you add a section you can add statements to the section. Each statement must be either an opinion scale (likert 5-point scale) or an opinion response (open ended text response). These can be ordered by clicking and dragging with a section. To move an item to a different section, delete it and recreate it.
  7. Your changes are saved automatically. Once you're done creating a survey, you can continue on to create an engagement campaign.
✏️

Note

Open-ended response and opinion response questions included in custom surveys are optional, meaning that employees aren't required to answer them to submit their survey.


Edit a custom survey

Custom surveys can be edited until they are used in a campaign, at which point they are locked and cannot be changed.

  1. Click Engagement in 15Five's main, left-hand navigation to open the Engage Portal.
    Engagement.png
  2. You'll land on the 'Campaigns' page in the Engage portal. From here, open the 'Settings' page using the left-hand navigation bar.
  3. Click into the 'Survey Management' tab in the left-hand navigation, then click View details next to the survey you want to edit.
  4. You're now on the Survey Details page. Here you can rename the survey, add a section (by pressing + Add Section), rename sections or section descriptions (using the pencil icon next to the section name), delete a section (using the trashcan icon next to the section name), delete a statement (using the trashcan icon to its right), or add new statement (by pressing + Add Statement).
  5. Your changes are saved automatically. Once you're done creating a survey, you can continue on to create an engagement campaign.
Was this article helpful?
1 out of 2 found this helpful