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Select participants for your survey

This article covers one of the four steps in creating a survey. For the full overview, see Create a survey in My Effectory.

When you create a survey in My Effectory, the first step is selecting the right participants. This ensures the right teams and groups receive the survey invitation and that the results are reported correctly.

 

How to select participants

  1. In the survey setup, go to step 1: Participants

  2. Click Select groups

  3. Use the drop-down menu on the top left to select the group structure you want to use to invite participants 

  4. Choose the groups or teams you want to invite

  5. Confirm your selection

That’s it! Now you’re ready, to move to the next step: selecting the survey period and frequency of your survey.

Note: Local coordinators only see the parts of the structure they have been given access to. If you cannot find a specific team or group, please reach out to a project or central coordinator to check your access rights!