How to set up and launch a survey in Keka?

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.