Creating Custom Surveys
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    Creating Custom Surveys

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    Article Summary

    Who can use this feature?

    Available to super admins, sub-admins and managers.

    There are two ways using which an user can set-up surveys in CultureMonkey:

    • Through Templates module: You can set-up surveys through the survey templates present in CultureMonkey Library and also through customly created templates. Here is the article on setting up surveys through survey templates.
    • Through Custom module: You can also create surveys through Custom module. This method is relevant for creating standalone surveys.

    The below article lists the steps involved in creating surveys through Custom module.

    1. Login to CultureMonkey and go to the Custom section from the left panel.

    Opening custom survey tab.gif

    1. Click on Create A Survey which you can find on the top right side of the screen.

    Create a survey.gif

    Creating a new survey

    Step 1: Basic survey settings

    In this step, you would be required to set up some basic details about the survey like the survey name, description, etc.

    Survey name

    Begin your survey creation by entering the name/title of the survey in the box as shown below.

    Screenshot 2022-08-08 at 4.05.51 PM.png

    Survey Description

    Add a description about your survey. Ideally 1-3 lines so that the respondents know the purpose/motive of the survey.

    Screenshot 2022-08-08 at 4.09.33 PM.png

    Adding survey description helps in setting a clear context with the participants and in turn results in good participation rate as well.

    Survey Background

    CultureMonkey offers multiple backgrounds to choose from. The background of the survey can be selected from the pre-existing set of backgrounds available.

    Screenshot 2022-08-08 at 4.09.52 PM.png

    Identity Settings

    Users can choose to set the survey as completely anonymous where the employees can answer the questions anonymously and their employee details will not be disclosed.

    Alternatively, users can also set the survey as confidential where only the admins would be able to view the employee details for each response.

    Screenshot 2022-08-08 at 5.09.26 PM.png

    • Once the survey is launched, the identity settings cannot be changed.
    • If identity settings option is not available, please reach to to get it enabled.

    Question Settings

    CultureMonkey adds e-NPS and feedback box to the survey by default. However, you can remove the default questions under question settings.

    Screenshot 2022-08-08 at 5.59.05 PM.png

    • Add e-NPS to this survey: Check this box to get the e-NPS question added to the survey. Incase you do not want this question in the survey, uncheck this box to get it removed.

    Screenshot 2022-08-08 at 6.19.48 PM.png

    • Disable feedback: Check this box to remove the default feedback box from the survey.

    Screenshot 2022-08-08 at 6.20.20 PM.png

    Adding Custom e-NPS

    Please reach out to if you want to add any custom e-NPS like manager e-NPS, developer e-NPS, etc.

    Driver Settings

    CultureMonkey provides 15 different default drivers which covers all the major aspects that are required for an employee engagement.

    However, we understand that you might want to run few surveys using your own set of drivers as well. In that case, custom drivers might be something you can go with.

    Screenshot 2022-08-08 at 6.53.20 PM.png

    Reporting rules

    Reporting rules lets you set the anonymity threshold for any survey.

    Screenshot 2022-08-08 at 7.04.13 PM.png

    Please note

    CultureMonkey needs atleast 3 responses to generate the survey report, hence the lowest number you can give in the reporting rules field is 3.

    Save & Continue

    Once you have completed all the basic survey settings, click on Save & Continue to save the changes and move to the next step.


    Step 2: Survey Questions

    1. In the questions page, click on Create section to add sections to the survey questionnaire.
    2. Once you have added the section, you can add questions to the section using three different options.

    Screenshot 2022-08-08 at 7.28.53 PM.png

    • Add question from our Library: Choose this option if you want to add any question from CultureMonkey's questions library. Please note that this option would be available only for surveys which uses default drivers.
    • Add Custom Question: If you have your own custom set of questions, chose this option to get them added to the survey.
    • Add Grid Question: Use this option, if you want to add grid questions to the survey.

    Step 3: Audience

    You can add participants to the survey using two options:

    • Import Participants: This option allows you to imports the participants into the survey using a CSV file.
    • Add Participants: Get the participants added to the survey directly from the platform.

    Screenshot 2022-08-08 at 7.48.52 PM.png

    For a more detailed step-by-step guide refer to this article.

    Step 4: Launch Settings

    Survey Launch Date & Time

    • Click on Send immediately if you want to send out the survey immediately.

    Use Send immediately option only when the participants count is than 200.

    • Use Send on to schedule and launch the survey.

    Screenshot 2022-08-08 at 7.56.02 PM.png

    The scheduled surveys will be launched based on the timezone configured on an account level.

    Survey end date

    You can enter the survey end date here by selecting the date and the time.

    Screenshot 2022-08-08 at 8.13.27 PM.png

    Email Template

    Select the survey launch email template here.

    Screenshot 2022-08-08 at 8.16.30 PM.png

    CultureMonkey offers an email template repository from which you can chose from. You can also add your own set of email templates to the survey.


    You can schedule the reminders using this option. You can schedule upto 4 reminders during the survey launch.

    Screenshot 2022-08-08 at 8.19.00 PM.png

    You can also set-up multi-channel reminders for any survey.

    Save & Continue

    Once you have completed all the survey launch settings, click on Save & Continue to save the changes and move to the next step.


    Publishing the survey

    Once you have configured the basic, questions, audience and launch settings. The next step is to publish the survey.


    Click on the preview which is loacted in the questions tab to verify the survey questionnaire once before launching it to the audience.


    Publish this survey

    Once you have verified the survey questionnaire using the preview. Click on publish this survey to get the survey published.


    The pop up with the success message will show up in few minutes.

    Voila! You have created and launched the survey in CultureMonkey.