About the Surveys functionality

Gain a better understanding of the Surveys functionality settings by discovering its most relevant concepts.

How to Install the Surveys App?

  1. On your sidebar click on Marketplace → Apps
  2. Select Surveys
  3. Press in Install App

Surveys creation

How to create a survey?

  1. Head to Engagement
  2. Select Surveys
  3. Click on the +Create Survey 
  4. Select Use pre-designed surveys or create your own custom survey.

In case you choose:

  • Use pre-designed surveys: In order to start with a ready-to-launch template.
  1. Click on Use pre-designed surveys
  2. Press Next
  3. Select Climate survey
  4. Click on Save draft
  • Create a custom survey: In order to create your own survey.
  1. Click on Create custom survey
  2. Press Next
  3. Add a name to your Survey
  4. Add your participants
  5. Press on Create survey


Dynamic Groups will automatically add all members of a selected group such as: 
- Team
- Workplace

Once saved, there is no option to edit this selection and you cannot remove users from the list

It can happen that a user disappears from the list, but this would only happen if we move that user to another office or group.



How to duplicate or delete a survey?

  • Head to Surveys
  • Choose your survey
  • Press on (...)
  • Select Duplicate or Delete

How to manage the Surveys app settings?

Main steps for configuring Surveys in Factorial

Let's explore the process of setting up Surveys functionality for your company. This includes key steps and important considerations to ensure that the process runs smoothly.

  1. On your sidebar click on Settings
  2. In the People section
  3. Press on Surveys

How to create a Surveys template

  1. Head to Performance Surveys Templates
  2. Press on +Add template
  3. Introduce a template name
  4. Press on Create Template
  • Basic Info: In order to edit the template basic information
  • Questions: Template questions to import

💡 You may add individual questions or add a section that will include multiple questions that cover a common topic (e.g. Personal questions).


How do I create a question?

  • Click on Add question

How do I add sections?

  • Click on Add section

How do I edit/duplicate/remove a question?

  • Click on (...)
  • Select the action of your choice

How do I delete a template?

You have two different ways to delete a template. The first one is directly via the template. The second option is via the templates dashboard.

🔺 Only Administrators can Create Templates, Managers can only Create Questions.


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