How to create a Survey in My Effectory

Step-by-step:

Our platform will guide you through all the steps of creating a survey. They are the following:

1. Go to My Effectory.
2. Open the Project where you plan to launch a survey.
3. Click on the button Create a survey.
4. Give your survey a clear and recognizable name.
   For example, "Team Development Scan— Team Yellow — 10/2024."
5. Select the participant groups you want to invite to the survey.
6. Select the survey time period and (optionally) the frequency.
7. Review and confirm the questions of the survey.
8. 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:

1. Select groups of participants based on the group structures available in your project. Read more about group structures here
2. Click on Edit selection to select the team(s) that you want to send the survey to
3. 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

Step 2: Select the survey period 

In this step, you’ll decide when your survey should be sent out. You have two main options:

1. 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.
2. Set the Frequency
   • Once – For a one-time survey. 
   • Recurring – Choose from weekly, monthly, or quarterly if you want the survey to repeat automatically.
3. 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.