For: Owners, and admins whose role includes Surveys edit access
A survey asks your team a question, like which dates work for an event. Build it here, then attach it to a send or campaign.
Steps
Open Surveys. In the left sidebar, click Attachments, then Surveys, then Create Survey.
Choose how to start. Click Start from scratch. Or click Use template for a ready-made survey with built-in charts.
Add a title and description. Enter a Survey Title and a Survey Description. Members see both. Please say why you are asking and how many points they get.
Choose anonymous answers. Turn on Allow anonymous responses to hide names. See What happens when a survey is anonymous?
Add questions. Drag a question type into the Questions area. Type the question. Click + next to Options to add each answer. See What question types can I use in a survey?
Click Publish Survey. The button is in the top right. Your survey is now live and ready to send.
What do Active and Inactive mean?
The Surveys list has a Status column. It shows whether anything is set to send the survey.
Active means the survey has a repeating send, or a send scheduled for later that has not gone out yet.
Inactive means nothing is scheduled to send it. A new survey shows Inactive until you schedule it or set it to repeat. A survey you send right away also shows Inactive once the send has gone out.
Inactive does not close a survey. People can still answer a send that already went out, until it expires or you close responses. Their answers stay in Responses.
Good to know
You cannot save a survey as a draft. The only way to save is Publish Survey.
You cannot delete a survey after it has responses.
If Create Survey does not show, your role needs Surveys edit access. Please ask an Owner. See What are the admin roles in Jolly and what can each one do?
To send your survey and reward people for answering, see How do I reward employees for completing a survey?
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.