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For Admins·Support CodeGUIDE-027 For Admins & HR Staff

Distribute a Survey

How to create and distribute an engagement or pulse survey to employees.

【Create and distribute】

  1. 1.Go to Admin menu → Engagement (Surveys).
  2. 2.Use "New Survey" to pick a template or build questions.
  3. 3.Set the audience (whole company / departments) and schedule (one-time / recurring).
  4. 4.Review and distribute. Making it recurring runs it as an ongoing pulse survey (see #ENG-003).

【Anonymity settings】

To keep responses anonymous, set the anonymity mask threshold (minimum responses). Results for small groups are hidden to protect privacy (see #ENG-001). We recommend 5.

【Review results】

Response rates and aggregated results appear as trend charts on the dashboard. For reading scores (e.g., Loyalis), see #ENG-002.

【Boosting response rate】

Announce the purpose beforehand (#GUIDE-025) and use deadline reminders to lift response rates.

Example

Engagement → New Survey → set audience/schedule → anonymity threshold 5 → distribute & review.

surveypulse surveyengagement surveydistributequestionnaireadmin

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