Surveys are a powerful tool to gather feedback, monitor sentiment, and drive improvement across your organization. In this article, you'll learn how to create, manage, and analyze surveys from scratch — and how to use each feature to its fullest.
🔧 Key Features Overview
📊 All Surveys Tab
From the top menu, click on Surveys. In the All Surveys tab, you'll find every survey sorted by status:
All – Displays every survey, regardless of its status.
Draft – Surveys saved but not yet published.
Scheduled – Published surveys that are not yet active.
Active – Surveys currently available for responses.
Completed – Surveys that are closed and include collected results.
✅ Use Case: Great for quickly navigating and managing the lifecycle of your surveys in one place.
📈 Insights Tab: Real-Time Monitoring
The Insights tab allows you to track response rates in real time. Use the drop-down menus to select a specific survey and organizational unit.
For non-anonymous surveys, you can also see the names of individual participants and whether they have completed the survey or not.
👀 Why It’s Useful: Stay up to date with participation rates and identify where follow-ups might be needed.
💡 When to Use These Features
When preparing a new survey, start in the Draft section.
Use Scheduled to plan ahead for future launches.
Monitor real-time engagement via the Insights tab.
After the survey closes, use Completed to review and act on the results.
Together, these tools give you a clear view of your survey process from beginning to end — enabling better decisions and more effective communication.