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Use this sequence for a reliable first launch.
1

Complete company setup

Add the company profile and reporting dimensions you plan to use. Keep dimension values consistent before importing employees.
2

Prepare the employee roster

Add employees manually or import a CSV. Check email addresses and demographic fields before creating invitations.
3

Create an engagement survey

Open Create survey, choose a template or start from the question bank, and keep the first survey focused.
4

Choose audience and privacy settings

Decide between personal invitations and a shared link. Configure demographics, language, closing date, and the anonymity threshold.
5

Review and publish

Preview the respondent experience, confirm the question order, and publish only when the audience and settings are final.
6

Monitor and close

Track participation during the response window. After closing, use the overview, analysis, heatmap, comments, and action-plan tabs.
Run a broad engagement survey before starting recurring pulses when you need a baseline. Pulses are strongest when they follow up on known priorities.

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A good first-survey checklist

  • The survey has one clear purpose.
  • Questions are understandable and not duplicated.
  • Demographic fields match the roster.
  • The anonymity threshold is appropriate.
  • Leaders know when results will be reviewed and communicated.