The Surveys experience in Factorial has been redesigned to help you create, send, and analyse surveys more efficiently. This update reduces the time needed to launch surveys and makes it easier to collect meaningful feedback from your team.
Overview
The Surveys feature offers a fully improved end-to-end experience — from survey creation to response analysis. It introduces a more flexible survey builder, smoother answering experience, and enhanced analytics to help you better understand employee feedback.
When and why it should be used
Use this feature when you want to:
- Collect feedback from employees quickly and efficiently
- Launch surveys with fewer steps and less manual setup
- Increase participation through a simpler answering experience
- Gain deeper insights using advanced filtering and analytics
This is especially useful for engagement surveys, pulse checks, or gathering feedback on specific initiatives.
How to use
Create and publish a survey
- Go to Engagement in the main menu
- Click on Surveys
- Select Create survey
- Add your questions:
- Write them manually
- Use a template
- Use One to generate, refine, or translate questions
- Customise your survey:
- Reorder questions as needed
- Choose from available question types (e.g. multiple choice)
- Configure settings:
- Set the response deadline
- Define repetition (if applicable)
- Select participants using employee filters
- Click Publish
Survey settings
- Within a Survey, access the Settings tab
- Configure settings:
- Basic information
- Participants
- Publishing settings
- Visibility
- Editors
- Click on Save
Questionnaire
Add questions for participants to answer. You can create a new question or a section or questions.
Respond to a survey
- Open your Inbox
- Select the survey notification
- Answer the questions directly
- Submit your responses
Analyse survey results
- Go to Engagement > Surveys
- Open the survey you want to review
- In the Overview section, scroll down and you will see the insights
- Use filters (e.g. team, location, or other employee data) to explore insights
After migration to the new Surveys experience, insights may take some time to appear. If the issue persists, contact support
If you cannot see the new Surveys experience, migration may still be in progress if your company already has existing surveys. Availability is being rolled out gradually.
If you cannot reorder questions, make sure you are using the new survey builder. If the issue continues, contact support.
Reminders and notifications
This section explains survey reminders and notifications' behaviour.
Manual reminders
When you manually send a reminder using Send reminder, it is only sent to pending participants—that is, collaborators who have not yet completed the survey.
- The reminder is not sent to participants who have already responded.
- It is not sent again to everyone who was originally invited.
This helps avoid unnecessary emails and improves the participant experience.
Related notifications
In addition to manual reminders, Factorial automatically sends emails at specific moments:
-
When the survey is published:
An automatic email is sent to all invited participants to inform them that the survey is available. -
Before the survey closes:
A reminder email is automatically sent to all participants shortly before the closing date.
These automatic notifications are independent of manual reminders and do not require any action from HR.
Tips and best practices
- Keep surveys short and focused to increase response rates
- Use clear and simple language in your questions
- Take advantage of One to improve wording and ensure inclusivity
- Use filters when analysing results to uncover patterns across teams or groups
- Set clear deadlines to encourage timely responses
FAQ
-
Can I use One to create surveys?
Yes, One can help you generate, refine, and translate survey questions.
-
Where do employees answer surveys?
Employees can respond directly from their Inbox, making the process faster and easier.
-
Can I filter survey results?
Yes, you can use all available employee filters to analyse responses in more detail.
-
Will existing surveys be affected?
Existing surveys will be migrated to the new experience. Some analytics may take time to appear after migration.