How to Launch an Engagement Survey

Launching an Engagement Survey involves two principal work-flows.

Before going in to those work-flows, we'll first get oriented with the Engagement Dashboard.

To reach the Engagement Dashboard, you first must have the Engagement platform enabled for your Reflektive instance. Additionally you must be granted specific engagement admin privileges to access the dashboard. If you have neither or do not know, please contact your Customer Success Manager.

Begin by clicking on the top-right 

tab. Looking then on the left-hand menu, you'll see 

.

Next, you'll see the Engagement Survey Dashboard, where you'll see information about any existing surveys. You can also search for and filter between the surveys with the drop-downs and search bar directly above the list. Surveys can have three states:

Additionally, you can hover over a survey to reveal additional functionality. You are able to:

• Edit survey
• Send emails (a kickoff or a nudge that is specific to the audience of the survey)
• View survey results
• Close survey
• Clone survey
• Delete survey

This is our recommended work-flow. After clicking on the 

button from the dashboard, you'll see a number of templates you can use. The templates were created out of research from top HR thought-leaders. Click into any of them to bring up a pre-populated survey.

There's only two steps after clicking into a template. Design survey, and Launch. The left-hand toolbox allows you to add survey questions, set your rating scales (all rating scales must confirm to either 5 points or 7 points, you cannot mix and match), and your lowest/highest rating labels. Favorability is calculated in this way: for 5 point scales, 1,2 are unfavorable; 3 is neutral; 4, 5 are favorable. For 7 point scales: 1, 2, 3 are unfavorable; 4 is neutral; 5, 6, 7 are favorable.

You are free to edit or modify any of the existing questions/parameters. To add new questions, simply drag any of the tiles (New Factor, Rating Scale, and Free Response) under Add to Survey. To delete or modify existing questions, hover your mouse over a question to reveal the Clone and Delete function. Whether you are satisfied with the existing template or if you've made changes, click the Next button at the top right.

Now, you're in the second and final step: Launch. Go through the list and set your desired filters and settings. 

When you're satisfied, click Finish in the top right. At this point, you can customize the kick-off email that all survey participants get. Clicking on Launch & Send results in a confirmation setting and the emails being sent out. You're done!

We encourage you to use Reflektive's survey template instead of building your own survey. Reflektive's template has been vetted by organizational behavior experts from Stanford University. Using our template also enables you to access Reflektive benchmark data once it's available. However, we do understand that there may be use cases where you have to create a survey from scratch.

After clicking on the New button from the dashboard, you'll see some templates you can use. Instead of clicking into one, click on the top-right button labeled Start from scratch. The next screen you see is the builder wizard.

In the first step, Design survey, you'll see a toolbar on the left, and a main content area. The first three things you can do are:

• Name the survey. In this example, it's "March 2019 Survey."
• Write in the survey description. This is what your employees see when they first open up the survey.
• Choose the time estimate that it would take to complete the survey.

After setting those up, you can then add questions. Simply click and drag any of the three elements under Add to Survey to the gray bar that starts with "Add a question..." - it will then appear. Add as many questions as you'd like. You can always edit the content or the order of your questions. As for question types, you can add factors, rating scales, or free response, in any sequence you like.

Now, you're in the second and final step: Launch. Go through the list and set your desired filters and settings. When you're satisfied, click Finish in the top right.

At this point, you can customize the kick-off email that all survey participants get. Clicking on Launch & Send results in a confirmation setting and the emails being sent out. You're done!