Before creating and launching a survey, you can create segments, scales, and drivers, which might be handy when analysing results.
Create segments
Create segments
Segments are so-called filters you can create to get more detailed results from the survey audience. Segments are used to break down survey data by categories such as department, location, and division, helping you understand trends and sentiments across specific organization groups.
To add a new segment, complete the following steps:
Go to Settings > Pulse > Segments.
Click + Add.
Enter the name of the segment.
Select one or several parameters you want to include in the segment. You can choose from departments, locations, divisions or combine all of them.
Save the segment.
If you want to edit or delete a segment, click the 3 dots next to the required segment and choose the corresponding option.
Add scales
Add scales
You can prepare various types of scales to use for further rating questions. To do it, complete the following actions:
Go to Settings > Pulse > Scales.
Click + New.
Enter the name of a scale and provide a range of answers from the most positive to the most negative option.
Save the scale.
To edit or delete a scale, click the 3 dots next to the required scale and choose the corresponding option.
As a result, when creating a rating question, you can select your scale.
Manage drivers
Manage drivers
Drivers are key points or themes that connect various questions in a survey, and help structure the analysis. By categorizing responses under drivers, you get insights into how each factor contributes to overall results. For instance, if Recognition is a driver, questions might assess how valued employees feel and how often they receive feedback. When analyzing results, you can see how much Recognition affects overall engagement.
The platform has pre-created drivers, but you can add as many other drivers as you need. To do it, complete the following actions:
From the left menu, go to Surveys > Manage drivers.
Click + New.
Enter a name for a new driver and choose an emoji representing the driver's concept.
Save the driver.
In case you need to edit or delete a driver, click the 3 dots next to the required driver and choose the corresponding option.
When creating a survey, you will add created drivers to the corresponding questions. Only one driver can be applied to one question.