How to create a Survey in My Effectory
Note: For creating a survey, you either need to be a
- Central Coordinator,
- Project coordinator, or a
- Local Coordinator
If you are unsure about the coordinator role in our platform, read more about them here.
Step-by-step:
Our platform will guide you through all the steps of creating a survey. They are the following:
- Go to My Effectory.
- Open the Project where you plan to launch a survey.
- Click on the button Create a survey.
- Give your survey a clear and recognizable name.
For example, "Team Development Scan— Team Yellow — 10/2024." - Select the participant groups you want to invite to the survey.
- Select the survey time period and (optionally) the frequency.
- Review and confirm the questions of the survey.
- Save your settings or confirm your survey.
After the planned survey period has started, each participant will automatically receive an e-mail containing a link to the survey.
More information on each step:
Step 1: Select participants
When setting up a survey in our platform, you'll be guided through the participant selection process. Here's what you need to know:
- Select groups of participants based on the group structures available in your project. Read more about group structures here
- Click on Edit selection to select the team(s) that you want to send the survey to
- You will see a green checkmark next to Participants in the survey overview panel on the right-hand side of the page. This means that the selection was successful
Note: It is not possible to add or remove teams when your survey is already running.
Step 2: Select the survey period
In this step, you’ll decide when your survey should be sent out. You have two main options:
- Choose the Launch Timing
- Immediately after launch: The survey will be sent to participants as soon as you complete all setup steps and click Launch Survey.
- Schedule for later: You’ll define both the frequency and the survey period. The survey will be sent at your chosen date and time once you complete the setup and launch it.
- Set the Frequency
- Once – For a one-time survey.
- Recurring – Choose from weekly, monthly, or quarterly if you want the survey to repeat automatically.
- Define the Survey Period
- Select the start and end dates that best fit your organization’s timeline.
- We recommend a two-week duration to allow enough time for participants to respond.
Step 3: Select survey questions
The platform will guide you through the question selection process. If you want to know more about it, read this article: Question selection for your survey.
Step 4: Select your survey design and email introduction
Select a survey design and the introduction for the invitation mailing. Read more about survey designs here: Customizing your survey and mailing designs.
It’s time to plan your survey!
Click on 'Review & plan' when you have finished creating your survey.
>The survey timeline appears. Here you can follow the progression of the survey.
Tip: You can also click on Save & close to come back to and plan your survey at a later moment.