Send Engage Surveys to Specific Segments

We do not have to tell you it is important to pulse your entire organization. Understanding how employees are feeling and getting a picture of the overall health of your organization's culture is invaluable. But it is also important to collect targeted feedback from certain locations and workgroups, and that is where sending Flexible Surveys to specific segments comes in.

 

(i) You must have Super Admin or Admin permissions in Engage in order to schedule pulses and manage questions. 

 

Get targeted feedback by segment

 

In addition to the main Engage Pulse Survey question which is sent to the entire company, you can also send additional Flexible Surveys to individual segments.

 

  1. Go to the Engage Admin View and open the Survey tab section using the left side navigation.

  2. Click Create Survey.
     
     

  3. Click Flexible Survey.


     

  4. Select Segments in the Send to section.

      

  5. Choose which segments to have this survey sent to. You can choose one or many.

     

     

  6. Enter all relevant information (Survey name, Date & time, Repeat cadence) then click Continue.

  7. Enter your questions by choosing them from the question bank or creating custom ones.

     

     

  8. Verify your questions are to your satisfaction and Save when you are done.   
     
     

Your segment-specific Flexible Survey will now appear in the Survey Schedule and will be sent out at the time you selected to the users in the selected segment(s).

 

View results

 

Viewing segment level results in Engage is easy and there are two ways you can do it. From the Engage Dashboard, click the arrow next to the current survey to view all of the available surveys. This dropdown contains all surveys sent out in your organization, including company-wide and segment-specific surveys. From there you can click your segment survey and view the results question by question. 



If you would like to view all of the responses at once click on the Survey Responses tab in the side navigation bar. On this page, you can view all active and past surveys. Choose the survey you would like to see the responses for and you will be taken to the detail page. On this page, you can view all responses, key insights, and make your own takeaways from the survey. 


The employee experience 


Users will receive an email for each survey that is sent to them and can navigate directly from the email notification of the survey to the survey response page. Here they can view and answer all of their active surveys.


We like to "keep it tiny" and uncomplicated, so if there are multiple open surveys, users can respond to one now and go back give their feedback on another survey later so that they can respond to surveys on their own time.


  

FAQ


  • Can I schedule a segment-specific Flexible Survey to be sent in the distant future?

Yes, you can choose the exact time and date that a Flexible Survey is sent out and closes. This is done on the first page of the survey creation process under the Date & time field.


  • Who can send segment-specific Flexible Surveys?

Engage Super Admins and Admins can schedule segment-specific Flexible Surveys. Segment admins cannot create a surveys for their segments of responsibility. Segment admins should kindly reach out to their friendly Super Admin or Admin for assistance scheduling a survey for one of their segments.


  • Can I still send a segment-specific Flexible Survey if we have paused Pulse Surveys?

Yes, Flexible Surveys are independent from Pulse Surveys. If Pulse Surveys are paused in your organization you can still send out Flexible Surveys at any time.


  • Do segment-specific Flexible Surveys contribute to Compare -> Categories calculations?

No, segment-specific Flexible Surveys are designed to collect localized feedback from specific groups so results may not be an accurate representation for your entire organization. Therefore, segment-specific Flexible Surveys are not included in Compare -> Categories metrics.


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