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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. Watch the video below to see the whole process, or follow the step-by-step guide underneath. 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:

  1. Go to My Effectory

  2. Open the project where you want to launch your survey

  3. Click Create a survey

  4. Give your survey a clear name (e.g. Team Development Scan – Team Yellow – October 2024).

  5. The platform will guide you through the four steps of survey setup:
  6. 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.

Tip! Want to change something later? You can go back to this (and any other) step to make edits up until two hours before your survey launches!

 

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.