You need Admin rights to be able to create surveys. You can also only create surveys for experience points to which you have access.
Before creating a new survey
- Make sure that your experience point structure has been set up correctly because it affects who will be able to see the results and how you can create surveys. For more information, read Plan your experience point structure.
- Check that you have all the correct information for a question before creating it. Editing a question after the survey has started can affect the results and is not recommended.
- End previous survey, if one exists. For more information, read How to end a survey.
IMPORTANT: You cannot start a new survey (with the same opening times) on the same day as the old one ends, or the results for that day will be duplicated in both surveys.
Create new survey
- Go to Admin > Surveys.
- Select Add new. If you’re using a new question, select Start a new survey. If you want to reuse a question, we recommend that you extend the time period of the existing survey or add a new experience point to it. This way all responses to the question can be seen in one place.
- Select if you’re measuring customer satisfaction or employee satisfaction.
- Select the feedback scale and performance index. Note that these cannot be changed later.
- Select the main language and possible additional languages for Smiley Touch and Smiley Digital. The main language will be used as the default one, while the additional ones are available in a drop-down menu.
- Write the question you want to use. For tips on how to choose a question, read What makes a good survey question? and Commonly used survey questions.
- [Smiley Touch and Smiley Digital only] Choose if you want to show follow-up question(s) after the smileys. There are two ways to show the follow-up options:
- After all feedback: The follow-up options will always be shown, no matter the response. You can either have a single set of options shown after all feedback, or a different set of follow-up options depending on whether a red or green smiley was pressed.
- Only after negative feedback: The follow-up options are only shown after a red smiley is pressed
- [Smiley Touch and Smiley Digital only] Choose if you want to show an additional follow-up question.
- [Smiley Touch and Smiley Digital only] Select the header(s) for the follow-up questions. You can either use the default ones (“What was good?” / ”What could be improved?”) or write a custom one. For tips on how to use the follow-up options, read Follow-up question.
- [Smiley Touch and Smiley Digital only] Select Edit Options and enter 2-6 follow-ups you want to use. You can either use the preset follow-up options, which come with ready-made translations for all Smiley Touch languages, or write your own.
- [Smiley Touch and Smiley Digital only] Write the question for the open feedback field. You can have a different question after positive and negative feedback. By default the question is "Would you like to add anything?".
- Select Next.
- Enter the time period when the survey is active. You can also create surveys in advance.
- Add the experience points that you want to use to collect feedback for this survey. Note that you cannot add groups to surveys, only experience points.
- Select Save new survey. Note that it may take up to 10 minutes for the new question to be updated on Smiley Touch or Smiley Digital.
💡 TIP: If you want to use different questions or follow-up options at different times - for example, if you have different kinds of activities on weekends and weekdays or different menus for lunch and dinner time - you can create multiple surveys with different opening times for the same Smiley Touch. For more information, read How to set up multiple surveys for the same day
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