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.

At Keka, we understand the importance of data-driven organizations regularly engaging with their employees to better understand their thoughts and concerns on various issues. That's why we offer you the option to set up and launch surveys using either pre-defined templates or customize them from scratch. With our survey feature, you can seamlessly gather valuable insights and drive positive change within your organization. 

To set up a survey, go to Org (1), and then under Engage (2), you will find the Survey (3) section. Make sure you are on the Dashboard (4) and click Create New Survey (5).

Now you will see some survey templates which can be directly used. If you require another survey, click on Start From Scratch. 

The Create Survey window will open up, which is divided into several sections.

In the Name & Intro section, you have to provide a Name and an Introduction for the survey. Then click on Save & Continue to proceed to the next section.

In the Create Questions section, click on +Add questions to the list of available question formats which can be used in the survey. 

Just select a question type and add the question along with the options (if required for that question type).

You also have the option to make a question mandatory for the employees. Additionally, you can also Copy or Delete a question per your requirements using the icons.

After adding all the required questions, you can click on Preview Survey to see how the questions will appear to the employees taking this survey.

If you are satisfied with everything click on Save & Continue to proceed to the next section.

In the Choose Target Audience section, you can choose whether all the employees of the organization have to complete this survey or you can choose a specific group of employees based on Department, Location, and Role.

Further, you can choose to Exclude Employees in notice period or Make this survey anonymous.

Once you have configured everything in this section, click on Save & Continue.

In the Schedule section, you have to give a Start and End Date during which the employees can take this survey. The employees will be also notified by email on the start date of the survey. 

Then click on Save & Continue to proceed to the last section.

In the Finalize section, you can preview the survey, and if you are satisfied with it click on Launch Survey.

Once the survey is triggered, an email notification will be sent to the selected employees on the chosen start date. The survey will remain on the dashboard (on the portal) until it is due. 

We hope this article helped you in creating a survey for the employees of your organization. If so, do let us know by leaving a like below.