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
- Data segmentation
- Date formats in your employee data
- Gender mapping in your employee data
- HR system integration: FAQ
- What are 'Circular Loops' in My Effectory, and how do they occur?
Group structures
Coordinators & access rights
- Coordinator roles in My Effectory
- Automated coordinator linking
- Linking group coordinators manually
- Updating your coordinators in bulk via Excel
- Coordinator suggestions on survey level
- Email notifications sent to coordinators
- Platform permissions per coordinator role
- Results release settings
- Results access settings
Creating a survey
Managing a running survey
- How to monitor and increase your survey's response rate
- Adding or removing participants from a running survey
- How to stop a running survey
- Change the participant selection of running surveys
- How to extend the survey period of a running survey
- FAQ: Managing a running survey
- Why am I not able to create a survey for my team?
- How to archive a survey
Survey results
- AI Powered Insights: Instant guidance on the Engagement score
- Advanced Filters: Sharing Advanced Filters
- How to use the results dashboard
- Advanced Filters: Confidentiality and Advanced Filters
- Advanced Filters: Introduction to Advanced Filters in the Results Dashboard
- Advanced Filters: How to use Advanced Filters
- Where can I see the results for my team or organization?
- Results: Understanding and interpreting survey scores
- Results dashboard: Overview
- Results dashboard: Themes
- Results dashboard: Topics & ideas
- Results dashboard: Open answers
- Results dashboard: Scores
- Results dashboard: Action planner
- Results dashboard: Reports
- Correlations Report
- Results: One-pager
- Results: eNPS
- Effectory Public API
- Understanding the difference between Top 2 Box and Average Scores
Question library
- Introduction: The Question Library
- Navigating and Managing the Question Library
- How to create a questionnaire for your survey in My Effectory
- Custom questions - Everything you need to know
- How to create effective custom questions in 3 steps
- Understanding the Difference Between Topics and Themes
- Available Question Types in the Question Library