Create a survey in My Effectory

Creating a survey in My Effectory is simple and guided step by step. This overview explains the four steps you’ll go through when setting up a survey. Each step has its own detailed article you can explore for more information.

How to create a survey

Creating a survey in My Effectory is simple:

Go to My Effectory
Open the project where you want to launch your survey
Click Create a survey
You have two options: choose an existing survey template or start from scratch:
- Choose a survey template - Select a template from the list. Please be aware that the templates are fixed and cannot be adjusted afterwards.
- Start from scratch: You will be able to select questions from the question library.
In the next step, give your survey a clear name (e.g. Team Development Scan – Team Yellow – October 2024).
The platform will guide you through the four steps of survey setup:
Click Review & plan to finalize your survey.

That’s it! Once your survey is launched, participants will automatically receive an email with their survey link at the planned time.

Note: You don’t have to finish setting up your survey in one go. You can leave the setup at any time and return later. Your incomplete survey will be saved as a draft in the All surveys overview in the Surveys tab on the left navigation bar.

Be prepared for your survey

A well-prepared survey gets better results. Before you start, check out the enablement resources in My Effectory. In the Resources tab you’ll find our questionnaire toolkit, communication toolkit, and follow-up toolkit. These practical guides help you design strong questions, plan your communication, and think ahead about follow-up. They make it easier to run a powerful and well-organized survey with impact.

Who can create surveys

To create a survey in My Effectory, you need to be one of the following coordinators:

Central coordinator
Project coordinator
Local coordinator

Not sure what these roles mean? Read more about coordinator roles here.