Before you start setting up and launching your survey for your company's employees, a few points are critical to define, review, and prepare. They are:

🟣 Define the purpose of your survey;

🟣 Check customizable fields;

🟣 Review and update the base of collaborators

🟣 Define the survey schedule.

🟣 Conduct a test survey.

Before you start setting up the survey on the platform, it is important to think about the answers to the following questions:

Once these questions are answered, we can move on to the next steps

The survey product allows you to cross-reference the survey responses with various data from the platform, such as:
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🟣 Area

🟣 Level

🟣 Department

🟣 Position

🟣 Location

🟣 Customizable Fields (Option Type)

🟣 Performance per box
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To generate more information and enable the extraction of more data from the survey, we recommend the use of the platform's standard fields that come in the employee's profile.
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​💡 Tip: The more data registered in the platform, the greater the possible cross-referencing of information with the survey answers, which can provide important insights about the company!
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In addition, you can cross-reference survey data with custom fields (any new information you define).
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​🚨 Important: These custom fields need to be of type option and not open. Otherwise you will not be able to cross-reference this information in the survey.
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For this reason, we recommend that you configure the customizable fields and register the employees' information before activating the survey.
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Since the survey results will be cross-analyzed with the data registered in the platform, a base update must be done BEFORE the survey invitation is sent.
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This procedure is very important to ensure that the analyses generated correspond to the current configuration of the company, and if they are not updated before the survey starts, you run the risk of generating distorted information
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📚You can see how to update the database in this material.
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Thinking about the start and end dates of the survey can greatly assist HR in defining the best communication about the survey, as well as sending out reminders, setting dates to present your results, performing the analyses, and planning and executing action plans after the survey.
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It is important that the time allotted for people to answer the form is thought out according to the number of questions on the form and the company's moment. The more questions, the longer it will take people to answer, so it is recommended to allow more time.
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Regarding the moment, it is recommended that climate survey processes are not conducted during critical periods for the company. Let's take an example: some companies mobilize a lot of actions before and during Black Friday, so it is recommended that the survey be conducted earlier or after this period.

You can conduct a test survey on the platform. For this we recommend that the survey is set up and only a few participants are added to test the form.
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After that, the test survey can be duplicated and all collaborators can be added. With everything validated, the final survey is ready to be activated. After your test survey is validated, simply click the highlighted icon in the image below to duplicate your survey:
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This way you will create a new survey form, simply rename this new form with the name of your survey and that's it, you can proceed to activate your survey.
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🚨Important: mTo carry out a test survey, which will not be for the entire company, it is necessary to create a segment of people who will participate, if this is not done, the survey will be sent to all employees registered on the platform.
​How to use the segments within the Surveys product?
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With this article, we hope you have understood all the steps to take before starting a survey.
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If you have any questions, #CChatWithUs and we will help you!
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