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Polls are usually short and quick surveys to apply with your employees. Rating or single-choice questions are used.
The standard survey is the most widely used and versatile in the platform. You can create your surveys for climate, engagement, or any other subject. You can use the following types of questions: single-choice, qualitative, rating or opinion scale.
We have divided this article into two sessions, click on one of the options below to go straight to the desired session:
Creating the Standard Survey Questionnaire
Step 01
Go to settings > questionnaires.
Step 02
In the questionnaires screen, click on ‘+ create questionnaire’.
Step 03
In the questionnaire screen, fill in the following information:
Questionnaire name: Define the questionnaire name;
Type: Select the ‘researchers’ type;
Status: Select the ‘active’ option. If you want to deactivate it later, just search for the name of your questionnaire, click on edit, and change the status to ‘no’.
Step 04
In addition, it is very important that you define the type of questionnaire you want to use:
a - Single-Choice: You can specify and type the options that will appear in the ruler. In this question type, you can choose one of the available answers. The numbers in percentages next to each answer option indicate the order in which they will appear within the question.
b - Qualitative: Open field question so that the respondent can write his/her own answer.
c - Rating: This is a kind of ‘evaluation’. In the question settings, you can choose between Stars (Satisfaction), Hearts (Satisfaction) and Emoticons. The respondent will evaluate the question according to the rating type chosen.
You can choose different scales for the Star, Hearts and Emoticons rating types, as indicated in the images:
*Example of rating type: STAR:
*Example rating type: HEARTS:
*Example rating type: EMOTICONS:
d - NPS questions: These are satisfaction questions to identify the company's promoters, neutrals and detractors. It has the following scales: NPS 0-10, 1-10, 0-5, 1-5.
e - Opinion Scale: Agreement Scale. You can customize the text of each quadrant of the favorability ruler, parameterizing it in a 5-point scale according to your survey:
NOTE - Once the questionnaire is linked to an IN PROGRESS survey, it should not be possible to change the field “Scale of ruler points”. Thus, it is only possible to change the scale of the question after the surveys linked to the questionnaire are in the “Finished” status.
NOTE - If the justification option is checked, the field becomes mandatory for users when answering the survey.
Add as many questions as you want to your survey:
Step 05
To finish creating the questionnaire, click on Save.
Creating the Poll Questionnaire
The creation process for the Survey questionnaire is done in the same creation screen presented for the standard survey.
Step 01
On the questionnaire screen, fill in the following information:
Survey name: Choose a name for your survey;
Type: Select the ‘surveys’ type;
Status: Select the ‘active’ option. If you want to deactivate it later, just search for the name of your questionnaire, click on edit, and change the status to ‘no’.
Step 02
In addition, it is very important that you define the question type you want to use in the survey:
For the poll, you can only use the types: single-choice, rating and NPS. Follow the same instructions of step 04 of the standard survey section.
Add as many questions as you want to your survey.
Step 03
To finish creating the questionnaire, click on Save.
NOTE - If it is necessary to make any changes to the questionnaire, we recommend that you always create a new one, a new survey, so as not to modify the reports with results.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!