This article is no longer accurate and will be archived in Q3 2023. Please refer to our "Templates and best practices for engagement survey communication" article for updated information on how to manage user permissions.
Getting actionable data and achieving strong participation is within your own power! Below is a recipe for success to help with participation before the survey.
1️⃣ Pick a Strategic Send Time
Make sure we’re sending the survey on a day/week when employees have the time and mental space to participate. Avoid times of high workload, vacations, annual reviews, open enrollment, or recent acquisition or RIF.
2️⃣ Prep the CEO Ask
Use our pre-written email templates to send an awareness email or text or live message “from the top” that highlights why you’re doing this and why it’s safe. Tell employees that the survey will be sent via email or text. Employees with personal email service (i.e. Gmail, Yahoo, AOL, etc) may need to watch their junk folder, as well.
Surveys sent via email will come from firstname.lastname@example.org
Surveys sent via SMS will come from 97267
3️⃣ Announce Where Your People Are
If your employees live on Slack or IM, promote the survey there. Or if your employees clock in/out, add a sign above the time clock. Or put a sticker on checks. Or a poster in the break room.
4️⃣ Recruit Your Managers to Promote to Their Teams
Ask your directors and department heads to promote the survey during meetings and throughout the week prior to survey launch. They will want to see this valuable data to help their teams, so give them an opportunity to help.