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      Launch a Survey with Multiple Submissions

      Launch a survey allowing participants to access and complete the survey multiple times.

      Last Updated: November 4, 2024

      In this article: 

       

      This feature is in BETA. We are interested in collecting user feedback to shape its future functionality. Schedule a time to meet with our Product team, If you are interested in sharing feedback with our product team.

      Contact your CIM/CSM for more information.

      Overview

      Launch a survey with multiple submissions enabled to allow survey participants to access and submit the survey multiple times. Use this setting to design surveys that gather ongoing feedback on topics such as post-training feedback, internal promotions, nomination forms, etc. 

      The critical step to launch a survey with multiple submissions is to enable Invites via Shareable Links and enable, Allow users to use the Shareable Link to submit the survey multiple times as seen in the Participants step.

      Requirements

      • Available to full admin and survey-admin users

      Getting Started

      To launch a survey: 

      1. Click and expand Administration in the left-hand navigation menu 
      2. Click Surveys & Pulses
      3. Click New Survey in the top-right

      Launch Survey with Multiple Submissions

      The survey setup process in chronological order.

      Select Survey Template

      The first step of the survey-creation process is to select the template for the survey. 

      1. Select a template from Quantum Workplace's Best Practices, your organization's templates, or click Create Your Own Survey in the top-right to create your own questions
      2. Verify and confirm the questions included, questions can be added or removed later in the setup
      3. To confirm your template, click Use this template

      Survey Details

      To complete the Survey Details step:

      1. Enter the survey name as it should appear on the survey, invitations, and reminders (Figure A)
        • The use of special characters in the survey title can affect survey exports, learn more
      2. Optionally, update the automatically assigned survey type (Figure B), learn more about survey types
      3. Provide a description or instructions for survey participants (Figure C)
      4. Optionally, select additional languages that should be included in the survey (Figure D)
        • Additional languages require translations that will be configured in a later step
      5. Optionally, disable Action Planning for the survey (Figure E), learn more about Action Planning
      6. Click Next to continue

      Confidentiality

      Configure the confidentiality settings for the survey, learn more about survey confidentiality and best practices.

      To complete the Confidentiality step:

      1. Select the confidentiality setting for the survey (Figure A)
      2. Complete the follow-up action for the selected confidentiality option (Figure B):
        •  Not Confidential: Enter the user(s) who should be notified each time the survey is completed
        • Mixed: Specify the number of responses required to show survey results in Analytics, and enter an email address for survey participants to contact should they have any confidentiality-related questions
        • Confidential: Specify the number of responses required to show survey results in Analytics
        • Anonymous: Specify the number of responses required to show survey results in Analytics
      3. Click Next to continue  

      Questions

      Add, rearrange, and edit survey questions; including Survey Logic and Survey Styling.

      If you selected a template at the beginning of the survey creation process, those questions will be listed on this page. If you selected Create Your Own Survey, this is where you will add questions for your survey.

      To complete the Questions step:

      1. Configure additional questions, question logic, and survey styling (Figure A):
        • Add from Library: Add a question from Quantum Workplace's Best Practice library or from past surveys
        • Add Custom Question: Create a custom question
          • Note: Custom questions do not provide benchmark or trending data
        • Add Section: Create a section to visually organize survey questions
        • Survey Question Export: Export your current list of questions in detail 
        • Logic: Configure questions to ask follow-up questions based on responses or limit who can see a question, learn more about Survey Logic
      2. Preview and share the preview URL to confirm survey questions and styling (Figure B)
        • Preview Survey: Click View to preview a finalized version of the survey
        • Share: Copy the URL of the preview to your web browser's clipboard
      3. View, edit, and rearrange the survey's current questions (Figure C):

        • Click the up/down arrows to move a question one position up/down (Figure D)
        • Click the rearrange icon to specify the question's new placement (Figure D)
        • Click the question's corresponding ⋮ icon to edit or delete the question (Figure E)
          • Click Edit to configure the question settings and details, learn more
          • Click Delete to remove the question from the survey
      4. Click Next to continue

      Participants

      Configure how survey participants are selected and invited.

      You are not restricted to one invitation method, you can select any combination of the three methods.

      This article highlights surveys with a shareable link that allows users to submit a survey more than once.

      To complete the Participants step to allow for multiple submissions: 

      1. Click and select the Invite with a Shareable Link option
      2. Select Prompt participants to log in or enter their employee ID from a shareable link
      3. Select the login requirements:
        • Employee ID
        • Employee Login 
        • Employee ID or Login
      4. Click and enable Allow users to use the Shareable Link to submit the survey multiple times
      5. Click Next to continue

      Schedule

      Configure if the survey remains open indefinitely or has a specified close date.

      To complete the Schedule step:

      1. Specify the survey's deadline:
        • Remain open and collect data over time: The survey remains open and accessible until manually closed
        • Close on a specific date: Specify the end date for the survey
      2. Click Next to continue

      Languages

      If you specified that a survey is offered in another language, besides English, you would see the Languages page following the Schedule page. If your survey is only in English, you will see the Review page instead.

      From the Languages page, enter translations for the survey title, description, reminders, and each question. Learn how to add translations individually or in bulk.

      Test and Review

      Review the survey details and dates before scheduling or launching the survey.

      Additionally, use the Test and Review step to test survey invitations and reminders to colleagues in your organization to verify survey communication works as designed. Learn more about testing and previewing surveys before launch.

      To complete the Test and Review step:

      1. Optionally, share a preview survey and test survey communications with a colleague (Figure A), learn more about testing surveys prior to launch
      2. Confirm the survey details, i.e. survey name, preview, save the questions as a template (Figure B)
      3. Confirm the survey timeline (Figure C)
      4. Confirm the survey distribution settings (Figure D)
        • Click Get Shareable Link/QR Code to open a modal with the shareable URL and QR code

      5. Click Launch Survey to finalize and complete the survey setup