Accessing Surveys
Super Admins can navigate to the Surveys section from the left-hand menu. Surveys have three statuses:
Scheduled (upcoming)
Running (currently active)
Ended (completed)
Creating a New Survey
Click "Create New Survey" at the top of the page.
Build a survey using AI (enter a prompt and receive a complete, ready-to-use survey tailored to your needs), choose a blank survey or duplicate an existing one (useful for onboarding check-ins.)
Customizing Your Survey
You can now configure:
Name and description
Privacy: Choose between identifiable responses (linked to employees) or if the survey will be anonymous
Building the Survey
Add your logo, title and description
Use the question bank or create your own:
Long text
Rating scales
Single or multiple choice
Add content blocks to organize by topic
Mark questions as required, if needed
To remove a question, just click and delete it
Assigning Participants
Choose who should receive the survey:
All employees
Specific offices (e.g., London)
Selected teams (e.g., Marketing, or everyone except Marketing)
Individual employees
Launching the Survey
Click Preview to review the form from the employee’s point of view.
Once ready, click Create.
Set the start and end dates by clicking on Launch Survey.
Employees will receive an email and find the survey in their assigned tasks.
Completing the Survey
Participants can:
Click into their Assigned Tasks
Fill in the survey
Submit their responses, which will then be recorded
Managing Responses & Insights
Super Admins can track who has submitted vs. who hasn’t.
You can access insights that provide an AI-generated summary of responses.
Insights also show breakdowns in terms of:
Submissions
Average rating by job, team and office
Free text answers
In case the survey is anonymous, the result will be masked.
Reach out to support@shapes.co if you have any questions!