IN THIS ARTICLE:
- Step by step instructions for uploading emails
- FAQs on email uploads
- Email Upload Template
Step by Step Instructions
1. Download the Excel Template
After finishing your organization’s setup process, the first thing you’ll do is download our Excel template for email upload. You can find it on the survey website, or download it here.
2. Add your Employees
Next, add your employees. Be sure to keep the headers (First Name, Last Name, Email Address, etc.) exactly as they appear on the template. If you have employees who don’t have email addresses but want to take the survey online, just leave the email field blank. The demographic columns are optional. If you do include demographic information, be sure the information matches the accepted values listed in the first column of the Excel template.
3. Change the From Address and Email Subject Line
If you’d like, you can edit the subject line of the survey invitation email your employees will receive. You can also change the “from” email address so that it appears to come from you (or someone else in your company). Note that the email will still come from email@example.com.
4. Send a Test Email
Ready to launch? Send yourself a test email to make sure everything looks as you want it to appear.
5. Schedule Your Emails (Or Send your Emails!)
You can schedule your emails to go out at a later date or start sending them right away!
6. Monitor Responses
Once your surveys have launched, you can check back at any time to see how many have been completed by clicking on the “Monitor Responses” tab. Automatic reminders will be sent every four days to employees who have not completed the survey.
Email Upload FAQs
Note: Our program requires organizations to upload an email address for all employees who have one so Quantum Workplace can email the survey invitation directly to each employee. This method of survey distribution ensures the most accurate and comprehensive collection of employee data. Data accuracy is critical to the credibility of the Best Places to Work program. It ensures the Best Places to Work lists are more meaningful and trusted by employees and job-seekers alike.
Will our employees’ email addresses be used for anything other than the survey program?
I have employees who don’t have company email addresses. Can they take the survey?
Absolutely! You have two options: 1) If your employee has access to a computer (shared or kiosk), they will need a unique code to take the survey. When you upload your Excel template, leave the “email address” column blank for these employees. You will then be able to print a unique code for each of these employees. Click here for more information on printing your survey instructions. 2) Employees without computer access can take paper surveys. Click here to view more information on our paper survey process. Note: There is a $2 fee for all paper surveys submitted, which covers the cost of data entry.
My legal department won’t let me share my email addresses with outside companies. Is there another way to invite employees?
It says that my employees weren't loaded because of invalid demographic values. What does that mean?
If you see a message that says employees weren't loaded because of invalid demographic values, you likely have included demographics in the Age, Department/Function, Gender, Location, Position Level, Race/Ethnicity, and/or Tenure columns. The information you include in these columns is limited to a set of specific values. These values are listed in the first column of the spreadsheet. For example, if you entered M and F in the Gender column, you will need to change those to Male and Female.
To view the exact information that is causing the error, click on the orange "Download Errors" button.
This will give you an Excel document with the exact reasons why an employee was not uploaded.
Email Upload Template
Click to download a template to easily bulk-upload your employees who will take the survey.