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Surveys & Engagement

6 Docs

Survey settings

Last Updated: 11.11.2026

Set up automatic reminders, default values and survey emails, and consult the module’s activity log.

Reading results and generating reports

Last Updated: 11.11.2026

Read favorability by theme, the heatmap by department and comments, then publish and export results and generate reports that are kept.

Tracking responses and sending reminders

Last Updated: 11.11.2026

See who has answered and who is pending, filter participants and remind latecomers, manually or automatically.

Answering a survey

Last Updated: 11.11.2026

Open a survey from the invitation or your workspace, answer one question at a time, submit your answers and know what happens to them.

Creating and launching a survey

Last Updated: 11.11.2026

Build a questionnaire, choose the participants, set confidentiality and reminders, then launch, edit, duplicate or close a survey.

Getting started with Surveys

Last Updated: 11.11.2026

Discover the Surveys module: its screens, the permissions that open them, the dashboard, the survey list and what each profile sees.