Using feedback campaigns, you can create configurable surveys and questionnaires that your employees can fill in from their HR sign in or time tracker screens.
To set up a feedback campaign, follow the steps below:
Create a form
Before you can create the employee feedback campaign, you need to create the form. To create a form, follow the steps below:
Click Admin Menu, then click Content.
Click Forms, then click HR.
Click HR, then click Add Form.
Enter a name and description for the form, then click Save.
Click Edit, then select a question type:
For a feedback campaign, we recommend Question, Multiple Choice, or Satisfaction Rating.
Update the question text, then click Save.
🤓Tip: Create a new folder to store your feedback campaign forms.
Create the feedback campaign
Using your form, you can now set up your feedback campaign by following the steps below:
Click Configuration, then click Settings.
Click Feedback Campaigns, then click Add Feedback Campaign.
Enter the details:
Description.
Start and end dates.
Select Active.
Select where you want the campaign to display.
From the Recipients list, select who you want to receive the survey.
To target all employees, leave Recipients blank.
Select the required campaign.
Select the frequency and the importance.
Click Save.
Feedback campaign template email
Create a template email and assign it to the relevant campaign by following the steps below:
Click Admin, then click Content.
Click Emails, then click Configuration.
Click Feedback, then click Add Email.
Name the email and enter the body text.
For a customised email, copy and paste the replacement options into the email.
Example: [feedback.section]
Click Save.
Report on campaign results
To download the campaign replies, follow the steps below:
Click Admin, then click Import/Export.
Click Feedback Campaigns.
From the Campaigns list, select a campaign.
Enter a start and end date, then click Run Export.
Click Download Report.