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How to create Surveys
How to create Surveys

How to create, edit, remove, and duplicate surveys.

Heather avatar
Written by Heather
Updated this week

Getting started

To get started with surveys on Collage navigate to the surveys section from the menu bar on the left side of the screen.

Once on the survey page you will see a list of any previously created surveys, or "No surveys to display" if there has not been any surveys created previously. 

Creating a survey

To start creating your survey, click the blue Create New Survey button on the top right of the page while under the survey tab. You will be directed to a Survey creation flow. 

Name your survey

The first step to creating your survey is to name it. Pick a name that represents the survey and its intention. 

At this point you can also choose whether you'd like your survey to be anonymous. This will allow employee responses to be anonymized when viewed.

Adding and Remove Questions

Now it is time to create the questions for your survey!

To add a new question to the survey select + Add a Question. This will open a popup allowing you to select the answer type. There are four answer types:


Sentiment

The Sentiment type allows employees to answer a question with an answer on a scale of 5. By default the answers are Strongly Disagree, Disagree, Neutral, Agree, and Strongly Agree, but these answers can be edited.

Single-line text

The Single-line text type allows employees to answer a question with a longer-form single-line answer instead of choosing from a list of answers.

Multiple choice (single answer)

The Multiple choice (single answer) type allows employees to choose 1 answer from a list of answers.

Multiple choice (multiple answers)

The Multiple choice (multiple answers) type allows employees to choose multiple answers from a list of answers.


Don't worry about the order of your questions here. You can rearrange them in the next step!


To remove a question simply click the trash bin icon to the right of the question template.

Note: Once you save and launch your survey, there will be no way to change  questions or response options.

Setting Question Order

In this step you can rearrange the order of the questions you created. Simply click the two lines to the right of the question, and drag it to where you want it to be.

Adding Employees

In this step you can pick which employee will be receiving the survey. You can send the survey company wide, or select employees by location, department or name. 

Note: Once you save and launch your survey, you will be able to remove participants, but will be unable to new 

5. Review, Due Date and Launch

The last step in the creating flow is review and launch. On the review page it is important to look over all of the information and make sure it is correct. Once the review has been launched, there will be no way to go back and edit it. When everything looks good click Finish. A pop up will appear asking for a due date. This due date will tell the system when to send reminder emails to employee, and when to end the survey.

Once you you click Save the survey will be launched to all of the employees included. Employees will receive an email notifying them about the survey, and will have have a task in their collage inbox.

Editing, closing, and deleting surveys

Editing a survey: To edit a survey you haven't launched click the three dots to the right of the survey name, then click Edit from the dropdown that appears. This will bring you back into the creation flow of the survey.

Closing a survey: Closing a survey will prevent anyone from answering the survey if they have not completed the survey, but will allow admins to view results. Closed surveys can be reopened.


Deleting a survey: To delete a survey, first close the survey using the instructions above. Then, go to your list of closed surveys, click the dots beside the survey you would like to remove, and click Remove from the dropdown that appears. This will cause a pop up to appear to make sure you want to delete the survey.



Note: This will delete the review along with all of the results.

Removing an employee from a survey

To remove a certain employee from a survey, click the three dots to the right of their name, then select remove from the drop down that appears.

Exporting a survey

For more info on exporting surveys, please see our Survey Reports article.

Relaunching and Duplicating Surveys

After a survey has been launched, you have the option to Relaunch or Duplicate the survey.

Relaunching the survey will send the survey to all assignees again, and will allow you to view results over time. To relaunch, click the dots beside the survey you want to relaunch, and click Relaunch.

Duplicating a survey will create the survey again with the questions pre-filled, but allow you to change the questions and assignees:

You're all done!

If you have any questions about setting up announcements please reach out to our support team at Support@collage.co or through the live chat on your page!

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