Setup a periodic survey

Choosing the right survey type helps you get the most out of Winningtemp and ensures your organisation gains insights that actually drive change. 

Read more about the different survey types before you get started.

 

Get started

  1. Go to Employee surveys.
  2. Click Create survey.
  3. Select Periodic.
  4. Follow the steps below to configure the survey.


Step 1 - General settings

Give your survey a name and choose the frequency that best suits your organisational needs. Surveys scheduled to run every 3 months or more are considered periodic surveys, while those running more frequently are considered pulse surveys

Depending on the frequency you select, the setup options will vary.

Survey name The name your employees see in their email and on the survey page.
Frequency Quarterly, every four months, every six months, or yearly.
Start date The date the first round is sent to your employees.
Response window How long each round stays open. The default for periodic surveys is two weeks.
Result sharing Choose how results are shared when a round closes. Share automatically is selected by default, but a system administrator can also publish results manually. Read more: Results sharing explained


Step 2 - Question library

Select the question categories and individual questions you want to include in your survey. All selected questions are sent in every round, so think about how many questions your employees can comfortably answer in one sitting. Follow steps in: Add or remove periodic survey questions

We recommend the following number of questions based on how often the survey runs:

  • Quarterly: up to 30 questions
  • Every four months: up to 35 questions
  • Every six months: up to 45 questions
  • Yearly: up to 60 questions

Read more: Create custom questions and Edit a survey question.

💡 Fixed question order

Periodic surveys always send questions in the same fixed order: standard first, then supplemental, then custom. Every employee gets the same set of questions in the same order, with no rotation.


Step 3 - Recipients

Pick the employees who should receive this survey. 
 

Step 4 - Subject line

Customise the email subject line to make it more personal and relevant for your employees. Read more: Personalise the subject line.


Step 5 - Review and start

Review the summary, then click Save. The first round is sent on the start date you chose and closes automatically at the end of the response window.
 

Next steps

  1. Read your periodic survey results
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