The Ask module allows you to launch a survey on a specific subject within your company or to dig deeper into a subject raised in a Pulse survey. This survey can be launched on all your employees or simply on a targeted population thanks to your segments. How to schedule an Ask survey?

Anyone who has the access rights to create an Ask survey can go directly to the Ask module and click on the "Schedule" tab, then on "Create a new survey" to schedule a questionnaire:

‍

‍

You then arrive at the subject of the survey to be programmed. You give it a title as well as an introduction to explain the context and the reason why you are asking these people for this survey:

‍

‍

The next step is to schedule dates and reminders: you indicate a start and end date for the survey. You can also schedule the dates of the reminder emails that will be sent directly from the platform:

‍

‍

NB: the dates of the survey or of the follow-up emails cannot be modified once the survey is launched. You must anticipate and schedule the reminders before the survey is opened.

‍

Next, you come to the Target step: you choose the population on which you want to launch the survey. You can choose to send it to all the users of the platform (you don't make any selection), or a targeted population. For the second option, you select this population using the available filters. As a reminder, these filters correspond to the segments created in the Administration module:

‍

‍

NB: if the filter you want does not exist, several solutions are available to you. You can cross-reference different filters to refine your target (e.g.: the Sales department on permanent contracts, or all the people in the Toulouse agency with more than 5 years of seniority), or you can contact the administrators of your platform to create the filter (= the segment) you need.

Finally, you arrive at the final step which consists of creating the questionnaire. You have several options:

• Choose among the questions available in the question bank, those that will be included in your survey
• Create a question from scratch: choose the question format (open, closed or scaled) and formulate the question
• Make a mix between the two by choosing some questions from the question bank and creating the missing ones.

There are 3 types of questions on the Ask : the scaled question (0 to 10), the open question or the closed question (Yes/No - not editable). A comment field will appear for these 3 types of questions. It will be optional for the scaled and closed questions, but mandatory for the open questions.

‍

‍

To validate the creation of the survey, you must click on "Create" to finish the programming. It will then open on the predefined date.

Once this last step of creation is completed, it will still be possible to make changes or deletions before the survey is launched. However, once the survey is launched, no more modifications will be possible.