How to set up and launch a survey in Keka?

1. Go to the Engage section from the left menu and open Surveys. If using for the first time, click Get Started to enable the feature.

2. To create a new survey, click Build Survey from Scratch or New Survey.

3. Enter the Survey Name and Description.

4. Edit the Welcome Message by clicking on it and updating the purpose or instructions.

5. Add questions by clicking + New Question and selecting a format such as Short Text, Long Text, Dropdown, Single Choice, Multi-Select, Yes/No, NPS, Opinion Scale, Rating, or Date. Configure rules (required fields, limits) and click Save Question. Repeat to add more questions.

6. Preview the full survey using the Preview (eye) icon to check Welcome, Questions, and Thank You messages.

7. Click Configure and Publish once all questions and messages are ready.

8. Choose the survey type:

   • One-Time Survey: set Publish On and End Response dates.

   • Automated Survey: set trigger timing (e.g., number of days after joining) and response window.

9. Select the survey audience such as specific employees, departments, business units, or custom groups.

10. Enable Make Anonymous if you want responses without identifying participants.

11. You can also use a survey template from the dashboard and edit it before publishing.

12. Manage existing surveys from the Surveys dashboard, where you can view active surveys, past surveys, filters, and engagement charts.

13. Open any survey and click View Report to check responses, summaries, and question-wise data. Reports can be exported.

14. Managers with permissions can create surveys for their teams, use templates, and track responses.

15. Recommended best practices:

    • Keep survey questions concise.

    • Use a mix of rating and text questions for deeper insights.

    • Use anonymity for feedback-sensitive topics.

    • Always preview before publishing.

Please refer to the full article.