The Survey Manager allows content creators to create, edit, manage, and share surveys within the digital workplace to support user engagement with content and ensure everyone has a voice within their organization. The collected data can be analyzed and visualized in detailed reports, which can be shared selectively to guide informed decisions and foster a collaborative environment.
Details
Survey Manager page
The Survey Manager page is the central hub for using surveys in the digital workplace. Workplace administrators, site administrators, and creators can access it via the Top Bar's Profile Menu. The page is organized into three tabbed sections:
- My Surveys: This section contains your surveys. You can add, edit, share, and delete them and view their responses and analytics.
- Shared with Me: This section contains the surveys shared with you. You can add, edit, share, and delete them and view their responses and analytics.
- Survey Templates: This section contains your survey templates and those shared with you. You can create new surveys from these templates and add, edit, share, and delete survey templates.
Surveys
A survey is a structured tool for gathering feedback, opinions, or information from users within an organization. As a survey creator or editor, you can follow the survey's lifecycle through survey creation, sharing the survey in the digital workplace, and analyzing the analytics of a completed survey.
To get started with creating surveys, see Add or edit a survey. Keep in mind that:
- Active surveys: Once a survey is active (i.e., published), you can no longer edit the survey's details. However, you may extend the time duration of the survey. A survey's duration cannot exceed 20 days.
- Access: To allow other users to edit a survey or survey template or view survey results, see Assign survey access permissions.
- Users viewing survey results: You can allow users to see survey results after they submit their response, depending on the survey's configuration.
- Deleting a survey: You can delete your own surveys and surveys where you are assigned a full role; see Delete a survey. For other surveys, contact the original survey creator.
Once a survey is ready and activated, you can share it by:
- Using a direct link to the survey via email, chat message, etc., or in the text of a social post.
- Embedding the survey or a Call to Action button directly in articles or wikis.
- Embedding the survey or a Call to Action button directly on a page using a survey widget.
The user must be logged in to view the survey. For instructions, see Share a survey.
Once your survey is active, shared, and able to receive responses, you can view the responses and visualizations in real-time and download the results; see View and download survey results.
Survey templates
Survey templates are templated survey versions intended to speed up survey creation for frequently reused survey types. You can create survey templates from existing surveys that you have access to edit or from a fresh start. To start creating a survey template, see Add or edit a survey template. Keep in mind that:
- Deleting a survey template: You can delete your own survey templates and those to which you are assigned a full role; see Delete a survey template.