Creating 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:
   • Step 1: Selecting participants
   • Step 2: Setting the survey period and frequency
   • Step 3: Selecting survey questions
   • Step 4: Selecting survey and email designs 
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.

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.