My Effectory for coordinators
Everything you need to help you set up, manage, and monitor your surveys.
Project settings
Employee data
- HR system integration
- Before the data upload: What you need to know
- Preparing your employee data for import
- Editing employee data with an HRIS integration
- Importing your employee data into My Effectory
- Matching your employee data in My Effectory
- Reviewing your data before importing
- Updating your employee data manually in My Effectory
- Updating your employee data by importing a new file
- Employee data updates in existing surveys
- Warnings during your data upload
- Errors in your Employees overview
- Language codes for your employee data file
- Understanding and using segments in My Effectory
- Date formats in your employee data
- Gender mapping in your employee data
- HR system integration: FAQ
- Separating managers from their teams in your employee data
Group structures
Coordinators & access rights
- Coordinator roles in My Effectory
- Platform permissions per coordinator role
- Coordinator linking settings
- Linking group coordinators manually
- Updating your coordinators in bulk via Excel
- Editing or removing coordinators
- Coordinator suggestions on survey level
- Email notifications sent to coordinators
- Results release settings
- Results access settings
Creating a survey
Managing a running survey
- View your survey timeline and demo questionnaire
- Give participants access to Your Feedback
- Understanding your survey response data
- How to boost your survey's response rate
- Resend a survey invitation email
- Manage survey reminders
- Send a preview of your survey emails
- Adding or removing participants from a running survey
- Extend a running survey
- Stop a running survey
- How to archive a survey
- Why am I not able to create a survey for my team?
Using the results dashboard
- How to use the results dashboard
- Results dashboard: Dynamic Comparisons
- Results dashboard: Overview
- Results dashboard: Themes
- Results dashboard: Topics & ideas
- Results dashboard: Open answers
- Results dashboard: Scores
- Results dashboard: Action planner
- Results dashboard: Reports
- Results dashboard: Comparing of results
- AI Summary in the Results Dashboard
- Raw data variants
Interpreting Results
Advanced Filters & Segments
Exporting data
Accessing results
Question library
- Introduction: The Question Library
- 🎥How to create effective and relevant survey content
- Navigating and Managing the Question Library
- How to create a questionnaire for your survey in My Effectory
- How to create effective custom questions in 3 steps
- Custom questions - Everything you need to know
- Understanding the difference between topics and themes
- Available Question Types in the Question Library