Create Engagement Survey Using Survey Templates
Engagement surveys can be conducted using survey templates. You can use a pre-defined survey template provided by Zoho People or a custom survey template created by your organization. For more information about survey templates, refer to Survey Templates.
To create an engagement survey using template:
- From the home page, select Employee Engagement > Engagement Survey > Add Using Existing Template.
- Select the required template from the list of available templates.
- Upon selection, template details are displayed, click Use this Template to use it for survey creation.
- Add Engagement Survey Setup page appears, fill in the basic details.
- You can set the survey as mandatory by selecting the Make this survey mandatory for applicable employees checkbox.
A pop-up message will appear when employees log in to Zoho People from the survey start date, reminding them to complete the mandatory survey. They can skip this pop-up until the due date. If they do not complete the survey by then, they cannot access Zoho People services until it is finished. - Select the employee identity preferences of this survey:Maintain anonymity: Select this option to receive anonymous responses from your respondents.Allow employees to choose to reveal their identity: Select this option to give respondents the flexibility to disclose their identity.Mandate identity disclosure: Select this option to gather responses that includes respondent identity.
- Select the survey display image.
This is the survey card image that will be displayed in the Employee Engagement service tab upon creating a survey. - Schedule your survey occurrence and select repeats to repeat the survey occurrence.
- Select the layout preferences of your survey and click Next.
- Enter the survey introductory message that will be displayed at the start of the survey to the respondents.
- In the Questions section you can do the following action:
- View all the pre-set template questions
- Delete the questions that are not required
- Mark the question as mandatory
- Add new questions
- Add an existing questions from Question Pool
- Enter the post survey feedback message and click Next.
- Set the applicability of the survey in the applicability section and click NextAll employees: All employees can take the survey.Direct reportees: Only your direct reportees can take the survey.Specific employees: Only specified employees, as per the conditions, can take the survey.
- Set notification and reminder settings of the survey and click Next.To customize the notification to your preference, refer to Customize Notification Template.
- Click Preview to view the survey from respondent's view.
- Review the survey details and click on Publish.
Survey will be published and will be available to applicable users on the scheduled date.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Create Engagement Survey
An extensive survey to measure employee engagement and satisfaction that can contain up to 200 questions. The survey aims to gather comprehensive feedback from employees regarding various aspects of their work environment, job satisfaction, and ...Survey Templates
Survey templates are used to conduct hassle-free surveys in your organization with pre-designed or custom survey templates. Benefits of using survey templates Templates contain a set of standardized questions that are created with respect to specific ...Employee Engagement - Settings
Overview Employee engagement settings allow you to configure the service. Use settings to enable or disable survey methods based on your organizational preferences, set permissions, and automate notifications related to surveys. Enable or disable ...Create eNPS Survey
The Employee Net Promoter Score (eNPS) survey in Zoho People allows you to conduct survey and measure employee loyalty and satisfaction. It is based on the Net Promoter Score (NPS) methodology used in customer satisfaction surveys. It is a ...Answering a Survey
Once the survey owner has created the survey, respondents can answer it on the scheduled dates from any of the following locations in Zoho People. On activities tab The survey will be displayed in the Activities tab only on the survey start date and ...
New to Zoho LandingPage?
Zoho LandingPage Resources