The article aims to guide module administrators in configuring a survey after creating the form. It details how to adjust the survey messages, set reference dates, and select the method for calculating results. It includes instructions to configure start and end dates, customize notification, welcome, exit and survey-end messages, and use system variables to personalize these messages. In addition, it explains result calculation methodologies such as simple average, promoter percentage, and Net Happiness Score.
Once you have configured the survey form and clicked "Save and Continue", you will be redirected to the general settings. Here you can adjust the messages associated with the survey, set the reference dates, and select the method for calculating the results.
Antes de realizar las configuraciones generales de la encuesta, revisa el siguiente artículo para aprender a crear la encuesta y configurar el formulario:
I. How to create a Climate survey?: Form
Dates:
You can set the survey start and end dates, which will be visible to the employee. However, note that these dates are only reference dates, as the start and completion of the survey must be done manually.
Messages:
You can configure the messages associated with the survey, both those that will be sent by email and those that will be visible within the survey.
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Survey start notification message:
You can configure the email message that employees will receive at the start of the survey. This email will also include a direct link to respond to the survey.
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Welcome message:
You can configure the initial message of the form that the employee will see when responding.
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Exit message:
You can also add an exit message that the employee will see once they submit their survey.
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Survey end notification message:
You can configure the email message that the employee will receive when the administrator closes the survey for everyone. If you prefer not to send this notification, you can leave this section blank.
Variables
To personalize your messages, you can use system variables. These fields will be automatically replaced with the employee's information. To use the variables, click on "Variables", select the one you want to use (variables are enclosed in braces '{{' and '}}', for example: {{empleado.nombre}}), copy the variable with "Ctrl+C" and paste it into the message section with "Ctrl+V".
Results calculation:
Finally, you must choose the calculation methodology that will be used to compute the survey's results.
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Simple average:
Results will be calculated using a simple average of the ratings provided by employees. This is obtained by adding all the scores and dividing the total by the number of responses.
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Promoter percentage:
In the Promoter Percentage methodology, you must have single-choice questions with options from 1 to 5. This methodology considers responses 4 and 5 as promoters. Results are calculated as the percentage of positive responses, that is, by multiplying the number of positive responses (4 and 5) by 100 and dividing by the total number of responses.
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Net Happiness Score:
In the Net Happiness Score methodology, you must have single-choice questions with options from 1 to 5. This methodology classifies responses 1 and 2 as negative, option 3 as neutral, and responses 4 and 5 as positive. Results are calculated as the difference between the percentage of positive responses (4 and 5) and the percentage of negative responses (1 and 2). Neutral responses (3) are not considered in the calculation.
To continue with the configurations, click "Save and Continue" and you will be taken to the settings to add participants to the survey
Revisa el siguiente artículo para continuar con las configuraciones y cargar participantes a tu encuesta:
III. How to create a Climate survey?: Upload participants and validation
🤖 This article was translated using artificial intelligence. View original article.