Learn how to create surveys in IMPACT to gather valuable feedback and insights, enhancing decision-making and organizational effectiveness.

📽 Check out our video tutorial on how to create surveys in IMPACT

📝 Here is a step-by-step guide on how to create surveys in IMPACT

Step 1: Start Your Survey

1. On the left-side panel, click "Surveys" and then "Manage."

2. Click the "New Survey" button to begin creating your survey.

Step 2: Set Up Survey Basics

1. Survey Topic: Enter your desired survey title in the "Survey Topic" field.

2. Introduction: Add an introduction to your survey in the "Introduction" field to provide context for participants.

3. Survey Tags: Click "Select Tag" to add a relevant tag. Choose from existing tags or create a new one.

4. Survey Admins: Assign admins by selecting names from the "Survey Admins" dropdown. Admins can manage and view the survey.

5. Click "Save and Next" to proceed.

Step 3: Configure Survey Timelines and Reminders

1. Timeline:

   • Click the calendar icon to set the survey’s start and end dates.

   • Select a survey frequency (e.g., one-time or recurring) from the "Survey Frequency" dropdown.

   • Adjust when to close each survey round, if applicable.

2. Reminders:

   • Click "Add Survey Reminder" to set up automated reminders.

   • Choose your reminder time from the dropdown.

   • To delete a reminder, click the trash icon next to it.

3. Click "Save and Next" to continue.

Step 4: Build Survey Questions

1. Add Questions:

   • Choose from ready-made questions by selecting those that suit your needs.

   • Use templates by clicking "Templates," selecting your desired template, and clicking "Apply."

2. Create Custom Questions:

   • Click "Create Question" and choose a question type (e.g., multiple choice).

   • Add your question in the "Question Title" field.

   • Enable comments or mark the question as required by using the checkboxes.

3. Manage Questions:

   • Delete a question by clicking the trash icon.

   • Rearrange or preview your questions for clarity.

4. Click "Save and Next" to finalize your questions.

Step 5: Select Participants

1. Set participant criteria:

   • Specify a minimum tenure for participants by entering weeks in the "Minimum Tenure in Weeks" field.

   • Exclude specific users by clicking the "x" icon next to their names.

2. Define anonymity:

   • Use the checkbox to make survey responses anonymous.

   • Set an anonymity threshold to ensure participant privacy.

3. Share results:

   • Choose users who can view the survey results by selecting their names from the dropdown.

   • Adjust result-sharing permissions as needed.

4. Click "Save and Exit" to finish participant setup.

Step 6: Manage and Launch Your Survey

1. Use the Actions Menu (three-dot icon) to:

   • Edit, copy, start, or delete the survey.

   • Pause or close an active survey as needed.

2. Preview your survey to ensure everything is correct before launching.

3. Once ready, activate the survey to begin collecting responses.

Tips for Success

• Keep It Simple: Short surveys with clear, relevant questions get higher response rates.

• Use a Mix of Questions: Combine multiple-choice, scaled, and open-ended questions to gather comprehensive feedback.

• Leverage Reminders: Automate follow-ups to ensure participants complete the survey on time.

Next Steps

Now that you’ve created your survey, monitor responses and analyze results to drive meaningful action. Use your insights to improve engagement, performance, and overall team alignment.

If you have questions, check out our FAQs or contact support. Ready to get started? Jump into IMPACT and start creating your first survey today!