How to Launch a Survey

Admin users can launch a survey to any group of employees in their organization via Surveys & Pulses

Getting Started
Selecting your Template
Survey Details
Surveying in Multiple Languages
Confidentiality Settings

Getting Started 

To create a survey, navigate to Surveys & Pulses in Administration and click New Survey

From the pop-up that appears, leave the radio button set to  Single  unless you want to create a recurring survey such as a New Hire or Exit Survey. For a recurring survey, select Automated. Select Full Engagement if you want to launch our comprehensive employee engagement survey. The rest of this guide covers the setup process for Single surveys. Click here for instructions on how to launch an automated survey. 

Click Continue

Selecting your Template (Question Set)

On the next page, you will see our collection of best practice survey templates (question sets) created by our team of Engagement experts.  You have the following options: 

1. If you want to create your own survey questions "from scratch", click Create Your Own Survey in the top right corner. 

2. You can click on any template displayed here to preview the questions on it. If you want to use a particular template as a starting point for your survey, click on it and select Use this Template.

3. You can choose a template that you or a colleague have previously created by clicking the
tab with your organization's name and selecting that template. 

Survey Details

Once you have  selected a template or clicked Create Your Own Survey, you will see the Survey Details screen: 

On this page you'll enter a title for your survey under Survey Name  (your survey takers will see this title listed in all email notifications and bell alerts). In the About This Survey text box you have the option to enter any context or instructions for your survey takers to see. 

The details page will list the Survey Type, which is determined by the survey template used to create the survey. For surveys created adhoc, Survey Type will display, Pulse. For engagement surveys, the details page will note whether or not, the My Engagement Report (ME Report) is enabled. 


Surveying in Multiple Languages

If your organization uses multiple languages in Quantum Workplace, you will see the option to specify which languages to offer this survey in under the About This Survey text box.

Check the box next to each language that you would like to add to your survey. Later in the set up process, you will be prompted to add translations for these languages. 

Confidentiality Settings

At the bottom of this screen, you will specify whether the survey should be confidential or attributed. The default option is for the survey to be confidential.

To launch a confidential survey, keep the default option "All responses and comments are confidential" selected. Under Responses Needed to Show Results, you will set the minimum number of survey responses needed for to be able to view results.


For attributed surveys only, you will have the option to receive a raw export of your survey data and to view the responses of any individual survey taker within the Excel export. 

To launch an attributed survey, you will need to decide whether the survey itself should include a message for survey takers that the survey is attributed and their answers can be tied back to them (option 1) OR whether no such message should a appear on the survey (option 2).

Select Attributed survey
For attributed surveys only, you have the option to enter in the names of any Admin user who should receive an email notification anytime someone submits their survey using the Send email for new responses to: field. This option is most helpful for New Hire and Exit Surveys and other lower volume surveys that occur over an extended period of time. 

Click Next to advance. 


On the Questions screen, you will confirm or create the questions that will be used on your survey. 

If you selected a template to use for this survey, those questions will appear on this screen. You can edit or delete any of the questions by clicking the arrow on the right. 

You can also add questions to your survey by clicking Add Question from the panel on the left. 

If you selected Create Your Own Survey rather than selecting a template, this screen will allow you to add/create all the questions for your survey.

Click Add from Library to add best practice questions from the Quantum Workplace Question Library to your survey. 

Click Add Question to create your own question. You can create scaled, open-ended, single-choice multiple-choice, rank order, and NPS questions.  Click here for more detailed instructions on how to create survey questions. 

Once you have finished adding or editing your questions, click Next to advance to the next page. 


On the participants screen, you will specify who should be invited to take your survey.

Who Will Take This Survey?

In the first panel on this screen, you'll specify whether the survey is for your employees, for individuals outside of your organization,  if you want the survey to be available to anyone who you choose to share the link with, or some combination of those three options. 

Invite Employees

If you leave the box next to Employees selected,  from the second panel you will specify which employees should be invited to take the survey. Click Select Employees to add specific users or add users by demographic.

Or, click Add by Email Address to either upload or paste in the email addresses of employees who should be invited to take the survey: 


How will employees access the survey? 

Under this heading, you will have the option to invite employees via email only, give employees the option to take the survey via email or by entering their Employee ID, or give employees the option to take the survey via email or a unique code that will be generated by our system. 

Note: If you only see the option for employees to receive the unique link in their email and you want employees to be able to take the survey via Employee ID or a unique code, please contact your Customer Success Manager for assistance. 

If you select the box next to  Manually Invite Participants,  you will be able to upload or copy/paste in the email addresses of anyone who should be invited to take your survey. Please note: Focused Admins will not be able to view survey results for anyone who takes the survey outside of their Administration scope, so they will not be able to see responses for non-employee users.


If you select the box next to Public Link, the system will generate a public link that anyone can use to complete the survey. You will not be able to see the identities or demographic data for any survey respondent who completes the survey via the public link.

In addition, only Top Level Admins (Full Admins) will be able to view survey results for anyone who submits the survey using the public link. Focused Admins will not be able to view survey results for anyone who takes the survey using the public survey link, because our system cannot discern whether that survey taker is an employee within their scope of administration. 


Click Next to advance to the next screen. 


From the Schedule screen, you'll select the date that your survey should launch (open), the dates that any reminder emails should be sent, and the dates that survey should close. You can delete or add reminder emails to specify how many reminder emails you want for this survey. You'll also be able to add a message to the body of the Invitation and Reminder emails that your survey takers will receive. 

Click into any of the Date and Time fields under Open Date, Reminder Date, or Close Date and use the calendar to select the time and date you would like to use. 

The Reminders refer to dates that your employees who haven't take the survey yet will receive email reminders prompting them to take the survey. To remove a Reminder, click Delete Reminder. To add a reminder, click Add Reminder

You can customize the body of each email message by editing the text under Message.

Once you have specified the dates for your survey and edited the invitation and reminder messages as needed, click Next to advance.


If you specified that this survey should be offered in any language besides English, you will see a Languages section following the Schedule screen. (If you are only surveying in English, you will see the Review screen instead of this page.) From this screen, you will enter translations for the title of your survey, the About This Survey or Description text, every question on the survey, and the text of the invitation and reminder emails. 

Click Next after you have added all translations for both your survey questions and emails. 

Test and Review

From the Test and Review screen you can review all of the key details about your survey and send a test survey invitation or test reminder email that includes a preview of the survey to anyone in your organization. 

Click Send Test Survey to send a survey preview to anyone in your organization. 

In the window that appears, type in the name of any colleagues who you would like to send a test survey invitation with a link to the survey preview. Your colleagues will be able to "click through" the survey preview but will not be able to submit their responses (e.g. any responses to the survey preview will not impact your survey data.)

If you would like your colleagues to receive a test reminder email in addition to the invitation email, check the box next to the reminder email(s) that you would like to send. The test reminder emails will also include a link to the survey preview. Then, click the Send Test button to send. 

From the bottom of the screen, click View Participants to view a list of everyone who is invited to take the survey. 


If you specified that your employees should be able to take the survey by entering their Employee ID or a unique code generated by our system, you will be able to download a PDF with every survey taker's employee ID or their unique code by clicking Download Invitation PDF. 


This PDF will include both the URL (landing page) for the survey that survey takers will need to visit AND their employee ID or unique code that they will need to enter on that page in order to take the survey. 

Click Copy Participant Link to copy the URL for the "landing page" that survey takers will need to visit in order to take the survey. This link can be shared broadly or posted to an intranet, since survey-takers will still need to enter their employee ID or unique code in order to complete the survey. 

If you specified that there should be a public link option for this survey, click Copy Public Link to copy the URL that you will share with survey-takers.

If you need to make edits to any details, click the Back button. To schedule your survey, click Schedule Launch and then confirm that you want to Schedule Launch from the pop-up window that appears. You can still make changes to the survey before it launches by returning to this setup workflow.