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Add Participants to a Survey before Launch


Overview

People who are to be included in an attributed survey done over a specific timeframe (snapshot survey) can be managed on the Participants page. For Onboard and Exit Surveys, these are kept open for a long time and are continuous, so a different process is followed, see Issuing and Exit or Onboard Survey to an Individual.

All people to be included must first be loaded into Culture Amp as a user, see Import Users. By default, no-one is included in a survey, so selecting the survey participants is required before a survey can be launched.

Adding people after a survey has launched is also possible. You cannot remove people from the survey once the survey has launched, so think carefully about who should be included. You could consider removing people like the President or CEO, any new hires, any interns or contractors, any people who have indicated they are leaving, people away on leave, etc.

There are different methods for allocating users to a specific survey:

To add everyone to the survey

  1. click the Edit survey button for a specific survey on your Surveys page
  2. click the Participants tab
  3. click select all button

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To add people who started after a certain date to a survey

  1. click the Edit survey button for a specific survey on your Surveys page
  2. click the Participants tab
  3. click in the date field and select a cut-off date (used to ensure only people who started before this date are included) 

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To add groups of people to a survey

  1. click the Edit survey button for a specific survey on your Surveys page
  2. click the Participants tab
  3. click the All People drop-down box and select the demographic group required (the page will update the list of possible participants into groups)
  4. click select all button to include everyone in that group, or
  5. expand the group by clicking anywhere in the grey-colored heading, and un-tick any people you want to exclude
  6. repeat selecting people from different groups

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Selecting participants using the drop-down for demographic groups can be done several times, using different demographic groups. The list of people selected increases. If you want to remove all your selections and start again, just click All People in the drop-down and the deselect all button.

To add specific people to a survey

  1. click the Edit survey button for a specific survey on your Surveys page
  2. click the Participants tab
  3. click select all button and un-tick people you want to exclude, or
  4. click individual names (you can click a person's name to view their personal details and demographics if you re an Account Administrator), or
  5. enter partial names in the search box to locate people in the list, and select individually 

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Exclusions

People marked as Observers are always excluded from all surveys, from the date they were marked as Observers. People who have a Start Date in the future cannot be added to surveys until their Start Date has passed.

See Also:



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