👥 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 core engagement survey, the eNPS survey, or topic-based assessments to create an engagement campaign.
In this article, you will learn...
Create a custom survey
Note
Your organization will not receive an engagement score or have access to drivers, heatmap, and other reporting for custom surveys. Only the core engagement survey provides these reporting options.
- Click Engagement in 15Five's main, left-hand navigation to open the Engage portal.
- You'll land on the 'Campaigns' page in the Engage portal. From here, open the 'Settings' page using the left-hand navigation bar.
- Click into the 'Survey Management' tab in the left-hand navigation, then click + Add Survey in the top, right-hand corner.
- Pick a name that helps you remember the survey when selecting it in the campaign creation process.
- 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.
- 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.
- 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.
- Click Engagement in 15Five's main, left-hand navigation to open the Engage Portal.
- You'll land on the 'Campaigns' page in the Engage portal. From here, open the 'Settings' page using the left-hand navigation bar.
- Click into the 'Survey Management' tab in the left-hand navigation, then click View details next to the survey you want to edit.
- 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).
- Your changes are saved automatically. Once you're done creating a survey, you can continue on to create an engagement campaign.