Step 1: Template-Editor
Before starting a survey, you first need a questionnaire template. Clicking on “New feedback” takes you to the template overview. You can find the button under the menu item “Feedbacks” as well as on the overview page on the bottom right.
With a click on the button “New template” on the bottom right you prepare a new survey and get into the template editor.
Alternatively, you can use an already existing template for the preparation.
With a click on the pencil at a template tile, this template can be prepared or modified for a survey.
Step 2: “Name”
The first thing to decide here is the name, the survey type and the welcome texts for the survey.
By the way, at the bottom right you will always find the survey preview button; here you can always see how the current page will look from the respondents’ point of view.
Step 3: “Themes & Questions”
By clicking on “Next”, you will now see topic blocks with associated questions, depending on the survey type. Here you can select and deselect topic blocks that should appear in the survey.
If you select a block, you can edit the associated questions by clicking on the pencil icon. Questions can be deleted or added, question texts formulated, question filters applied and visual adjustments made. At the bottom right, the changes to the topic can be saved at any time.
Step 4: “Adjustments”
In the next step, the participant types that are to take part in the survey can be customized. In addition, an image for the cover sheet as well as an image for the header of the questionnaire can be uploaded here.
Step 5: “Rules”
Now various additional functions can be activated for the questionnaire. Among other things, scales can be adjusted and reminders can be set up here.
Step 6: “Reports”
On the penultimate page, depending on the survey type, it is possible to choose from different report types and evaluation options. Here, one selects standard pages to be added to the reports and; there is also the possibility to choose from different evaluation displays, which can be further customized in detail.
Step 7: “Invitations & Complete”
In the last step, the invitation and reminder texts can be written that are to be sent to affected employees. With a click on “Save template”, the created template is uploaded to the template overview and can be retrieved at any time.
Done! The template is now prepared for a survey!