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Dive into the ins and outs of setting up and sending a survey in Signals. Adjust your admin permissions, define your survey content and parameters, and start gathering feedback from your teams! 🎉
Table of Contents
Signals Admin Permissions
Before you can access Signals and begin to send out surveys, you’ll need to turn on Signals admin permissions. Learn more about how to turn on admin permissions.
Admins with Signals permission will see a link under admin tools to link to the Signals > Surveys Dashboard.
Creating a survey
When you’re ready to create a survey, start by clicking on the "SIGNALS" link in your Admin tools.
This link will direct you to your Signals > Surveys page where you can create new surveys and review and edit the one's you've created.
On the Signals > Surveys page, you can review surveys in the following states:
Draft - Surveys still in progress and have not been sent
Open - Surveys that are actively collecting responses
Scheduled - Surveys built and scheduled to go live on a certain date and time
Sent - Surveys that are no longer active and cannot receive any more responses
Click on a section to expand and filter your surveys for quick and easy reviewing and editing.
To create a new survey from scratch, click on the "New Survey" button. Not sure where to start? Try one of our built-in templates as inspiration or a starting point for your own survey. To use a template, simply click the template card on your Signals > Survey page and you’ll be taken to the setup screen. You can edit the template questions and add additional questions on the Content page.
Pro tip: You can also create you own survey templates! Learn more on how to create you own templates to use in Signals!
To use a template, hover over the template you want in the template library. Once hovered over, you can click on "Create Signal" to use the specified template.
When you click on "New Survey," you have the option to still use a template or start from scratch completely!
After selecting "Use a template," find the template you want to use. Hover over the plus icon to start using the template you want.
At the top of every page, you’ll see a status bar to view your progress when building your survey. The status will update from red (not complete) to yellow (draft) to green (complete) as you go to help you keep track of your progress! 🤩
The content page is where you can add questions to your survey!
To add questions, start by clicking on the plus sign next to the type of question you would like to add. You can add as many questions as you would like, but remember time is precious for most teams and shorter, more focused surveys often get more responses.
Type of questions include:
Multiple Choice - allows user to choose from a list of options to respond
Long Text - open-ended question with space for longer answers
Short Text - open-ended question designed for quick answers
Emoji Scale - allows users to answer a survey using an emoji to respond
Numeric Scale - allows users to answer a survey using a number to respond
Next, add in your question into the Question text box. Need some inspiration? Click on the link ideas for ideas on engagement survey questions.
Once you have selected the questions you want to use, don’t forget to include a description! This can help explain the question by providing context and details about the feedback you are looking for. Descriptions can help answer questions and encourage meaningful responses.
Pro tip: You can make questions required by toggling the button to green at the bottom of a question. Bonusly will autosave your survey as you go to help you avoid losing all that hard work! 🤗
Delete a question
To remove a question from your content page, click on the three dots in the upper right corner of a question card and select "Delete".
Save a question
To save a question for use in future survey, click on the three dots in the upper right corner of a question card and select "Add to library". Give the question a name and click "Save Question". The question will automatically show up in the Saved Questions section under Presets!
Once you are done adding your questions, click on the "Add details" button to move onto the next step!
The setup page is where you can begin to configure your survey. Here you can select senders, recipients, and reviewers as well as set up automatic recognition and a schedule for your survey. 🎉
To start, you’ll need to give the survey a title. You can use the text box in the Title card to name your survey.
Pro tip: Once you've filled in the information for a card, you’ll see a nifty checkmark in the top corner letting you know you’re ready to move on to the next card.
Next head down to the description text box to fill in some details letting your team know more about the survey.
Pro tip: This is a great time to mention why users should participate and what you will do with their responses so they understand the value behind it.
Now it’s time to choose a sender for your survey. Including a sender makes the message and call to action feel a bit more personal. To select a sender, click inside the text box in the Sender card and type a username. You can also use the @ symbol to search for a specific username.
Pro tip: Include a message to further customize and let your team know why their participation is important!
To select who to send your survey to, click in the text box on the Recipients card. You can send to individuals, specific groups such as departments, or even the entire team!
Next, choose who can view responses to a survey using the Reviewers card. Start typing in the text box to search for a user or use the @ symbol to add a specific user. This feature will default to all Signals Admins if you don’t select specific reviewers.
Add in automatic recognition for completing the signal using the Recognition card.
Recognition will be sent automatically after the completion of the survey and will show in your company’s recognition feed. Funds for these Automatic Awards come from your company account not from the sender's personal Monthly Allowance.
Pro tip: Adding a small incentive can encourage a higher response rate to your survey! The automatic award for completing a survey appears in Bonusly’s recognition feed, reminding others they have a signal to respond to. 🔥
👉 Automatic recognition is only received once for the completion of a survey. If a user chooses to edit responses for a survey before it is sent, they will not receive additional recognition or points.
👉 Automatic recognition does not impact anonymity because surveys are not available for review until they are in a sent state, meaning they are no longer collecting responses. Results are available to review all at once. There are no timestamps attached to survey submissions so there is no way to connect recognition to responses to protect anonymity!
You can decide if you want the responses to your survey to be anonymous by toggling this card on or off.
On - User names will not be recorded with responses
Off - User names will be recorded with responses
Choose a date and timeframe for your team to respond to your survey.
Pro tip: Keep in mind holidays and company events when choosing your timeframe to make sure your team has enough time to respond!
The next step is to add set up notifications for your survey. Start by clicking on the "Set up notifications" button at the bottom of your screen, which takes you to the Notify page.
Now it’s time to set up a reminder email to help your team remember to complete your survey!
All recipients will get a notification when a survey is launched, but you can also send out reminders to help keep your survey top of mind.
On - Allows you to choose the number of reminders you’d like to send. We’ll spread them out in your timeframe you’ve selected to run your survey, to help keep it top of mind without email overload. This is recommended to keep your Signal top of mind!
Off - No reminders emails will be sent.
When you turn reminders on, you can customize your email messages as needed in the Reminder text box. ✨
Next, click on the "Review and Publish" button at the bottom of the page to finalize your signal.
Review & Publish
The Review & Publish page allows you to do just that! You can review the content of your survey and edit each step as needed.
You can use the preview button to see and review what your survey will look like to your users!
Finally, click on the "Publish" button to send your survey! Publishing your survey will move it from draft to scheduled status and automatically send the survey to designated recipients on the day and time you selected during setup. 🚀
Congrats! Your survey is scheduled! Don’t forget to celebrate with a confetti party (that’s our favorite part!) 🎉
Pro tip: Want to send a survey again? No problem! Select the "Update and send again link" in your Sent surveys to reuse previous surveys and save a lot of time!
When you use the update and send again link, this creates a new separate survey with the original content from the sent survey. Results will be compiled separately.
Questions? Send us a note to firstname.lastname@example.org and we’d be happy to chat! 🤗