A survey is a structured tool used to gather feedback, opinions, or information from users within an organization. In a digital workplace, surveys are designed, edited, managed, and shared via the Survey Manager to enhance user engagement, encourage participation, and capture insights that reflect the organization's perspectives. 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
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.
- Embed the survey or a Call to Action button directly in articles or wikis.
- Embed 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.