Conduct a survey

You generate a survey based on a survey model and have it completed by the respondents.

After adding a survey model, you generate the survey and present it to the respondents. The answers are registered automatically.

If you have generated a survey for the current year and it still has the Open status, you cannot generate surveys for the preceding years. That is only possible once the survey has been closed. If you generate a survey for a preceding year, Profit adjusts the start date of the survey.

Preparation

• Add selections

  You can directly add the persons to be surveyed to a survey or use a selection of contacts. For example, you use a selection if you want to link all employees of a certain department to the survey at once. For surveys that pose unique questions to each of the surveyed, you use selections.

• Set the e-mail server

  If you send invitations by e-mail, you set up an e-mail server in the environment settings.

• Add a document

  Profit provides the default document [Personal file] Survey invitation (Profit). You can copy this document and adjust it.

Procedure

• Generate a survey

  Profit adds a survey based on the questions and question categories of the selected survey model. You select the respondents, unless it is an anonymous survey.

• Generate a derived survey with unique questions

  You can add a survey model that poses a unique set of questions to each of the surveyed.

• Release a survey to the respondents

  Once you release a survey, the users can complete it.

• Close a survey

  When you close a survey, the users can no longer complete it.