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Survey Use Cases: When and Why to Use Them

Surveys are great for collecting structured input, feedback, or data across teams, departments, or the whole company.

Updated over 5 months ago

✅ What Are Surveys Good For?

Surveys are designed to capture detailed insights, unlike quick polls. Here are popular use cases across different teams:


👥 HR & People Teams

  • Onboarding Feedback: How was their first week? What could be improved?

  • Exit Surveys: Capture insights from team members leaving the org.

  • Engagement Checks: Gauge morale, wellness, or general satisfaction.


🏬 Operations & Field Teams

  • Process Audits: Are SOPs being followed? What’s working on the ground?

  • Equipment or Supply Needs: Easily gather specific requests or shortages by location.

  • Store Visit Reports: Let regional leaders submit structured reports.


📢 Company-Wide

  • Annual Engagement Surveys: Formal deep dives into employee experience.

  • Event Feedback: Post-event reactions, learnings, or suggestions.

  • Learning & Development: Identify training interests or skill gaps.


🎯 Targeted Use

You can choose to send a survey to:

  • All employees

  • Specific individuals

  • Groups by location, title, or department using filters


💡 Pro Tip

Example: Use an onboarding survey with required and optional questions to gather early insights, and save it as a template to reuse each month.

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