Ready to create a survey with custom questions at your organization? This step-by-step guide will walk through creating and launching a new survey from Teamphoria's Engagement Score template.
In this tutorial, you will also learn how to allow access to external participants, who do not have Teamphoria accounts.
Step 1: Select the Admin Settings link in the left-hand navigation. Select the Manage tab -- then select Surveys under Measurement.
Please note: You must have the role Survey Admin in the system to see the Manage link under Admin.
Step 2: You're now on the Culture Survey Dashboard. Select +New Survey in the upper right-hand corner of the dashboard to create a new survey.
Step 3: You will now configure the settings of your new Custom Survey. Choose Create New Survey as the survey type at the top of the page. Give your survey a title (a URL slug will be auto-generated), optional description, optional Thank You text, and start and end dates. Select Next.
Restricting surveys to specific Teamphoria groups: If you want to only allow access to users in specific groups, select the Specific Groups radio button under Survey Participants.
Hiding survey link from Culture page: If you want to hide the survey link from the Culture page, so only users with the link can access, set Display Survey on Culture Page toggle to OFF.
Allowing survey to have external participants: If you want the survey link to be public, so anyone outside of Teamphoria can give feedback, toggle on Allow External Survey Participants.
Furthermore, if you want to require any external users to provide First Name, Last Name and Email Address, toggle on Require User Information.
Please note: If you toggle on external access, this will be a public link. Anyone with access will be able to submit survey responses. Even Teamphoria users who receive the link and choose not to sign in will be able to submit external responses. We encourage users to sign in before completing an external survey, but cannot enforce.
Add an optional description that only external participants will see. You can also add an optional Thank You message that only external participants will see.
Sending Launch Notifications: If you want to send launch notifications with custom text turn the toggle to ON.
Select the Next button to start adding survey questions.
Step 4: Give your first section a title and optional description. Select the green +Add Question button to add your first question to section one.
Please note: In this tutorial, we are showing how to add a Scale question, but you can choose from Short Answer, Long Answer, Multiple Choice or Checkboxes and still follow along.
Select the green Add button within the question choice box after choosing a question type.
Step 5: After adding the first scale question, you can select the Choose Scale dropdown. For the first question, an existing Agreement scale is chosen. Add the question text and then decide if you want the question to be required.
Select the green +Add Question button at the bottom of the page to add additional questions to the first section.
The second question shown is created using a custom scale. From the scale dropdown select New Scale. You can add scale options by selecting +Add Option on the right side of the question.
Please note: For optimal usability, we do not recommend adding more than five options to one scale.
Check the Save this Scale checkbox and give your new custom scale a name. Add the question text and choose if you want the question to be required.
Please note: You must select Save Section for the new scale to save to the scale option dropdown.
Step 6: After saving your first section, you can select the gray New Section button, or if you're done adding questions (or need to take a break), select the green Done Editing button. This will take you back to your survey overview page, where you can edit survey settings and see question responses.
Step 7: On the survey overview page you can preview your survey, enable your survey, copy the survey URL and see question results (after enabled). Select the Settings icon to open up your survey settings.
From here you can edit the survey title, description, thank you, start and end date, and survey URL.
Double-click the survey url to highlight. From there you can copy and paste the survey URL into any document or announcement email.
Please note: We highly recommend never changing the survey URL after enabled. Any users with an outdated URL will not be able to access the survey.
Step 8: After selecting Save on any survey settings updates, and previewing the survey, you are now ready to enable your survey.
Select the toggle from OFF to ON next to Status in the upper right-hand corner of the survey overview page. A box will pop up ensuring you want to enable the survey.
Please note: Even if you enable the survey, only those with a direct link or access to the link through the Culture page will be able to access. No emails or notifications are automatically sent out upon enablement.
Step 9: This view shows what a survey participant will see when they access the survey through the custom link, or access through the Organization page if the survey link is shown. Participants can select the Start the Survey button and be guided through your custom questions.
That's it! You have now created and launched a custom survey in Teamphoria!