Create a Survey Questionnaire

1. Select Menu > Surveys > Surveys.

2. Select New. In the Default screen enter the Survey Title.

a. Select Ready for use.
b. Enter Notes (if applicable).
c. Choose a predetermined permission group by selecting the dropdown option by Permissions.

i. To set permissions for who can edit or use the Survey in a campaign without a
predetermined permission group select Change.

1. Search for the desired Group, Business Unit, Job Classification, Role and/or Employee.
2. Select Add to include your selection to the desired section.
3. Select Who does this include? to view the names of employees included in the desired section.
4. Select X.

If you accidentally add the wrong group(s) to a permission section, highlight the group and
select Remove.

3. In the Calculated Value screen select the Display Value. This will determine how you view the collective score of all survey responses.

a. Select the Target Level.
b. Select Apply.

4. Select New > Section to begin creating a new section of questions in your survey.

a. Enter the Section Title.
b. Enter a Description (if applicable).
c. Select Automatically number questions in this section (if applicable).
d. In the section Allow this section to be:

i. Select Copied (to make the section available for copy and edit in other surveys).
ii. Select Referenced (to make the section available for copy only).

e. Select Apply.

5. With the desired Section selected in the table of contents on the left select New > Question to create a question under that section.

6. Enter the Question contents in the textbox.

a. If the question is optional, unselect the Required checkbox.
b. Select the question type.

i. Multiple Choice or Multiple Select questions are automatically scored based on the values set in each response or as determined by a Standard Response Set. To create new responses:

1. Select New.
2. Enter Response.
3. Enter Score for the selected answer.

c. In the section Allow this question to be:

i. Select Copied (to make the question available for copy and edit in other surveys).
ii. Select Referenced (to make the section available for copy only).

d. Select Apply.

Repeat steps 4 – 6 to continue creating sections and questions.

7. Select Done.