Summary
1 - Design your survey
Prerequisites
Before launching a survey, a few key points need to be defined:
- Define a project plan:
→ What topic do you want to address?
→ Why do you want to launch a survey? What are your objectives?
→ When do you want to launch it?
👉 We recommend choosing a launch date that ensures maximum participation, i.e., outside of busy work periods or holidays.
→ What scope? Will it be sent to the entire company, or is it targeted to a specific entity within your SmartOrg (department, location, team, etc.)?
→ Confidentiality: "Choice mode" is the most secure, but you can also select "public" if you want to emphasize transparency, or "anonymous" if you anticipate sensitivity around the topic.
→ Who will have access to the results?
→ Analysis and action plans: after your campaign, it's important to implement action plans and share results with your employees.
- Communicate with teams:
It’s essential to inform your employees about the different phases of the project—especially regarding confidentiality levels, result sharing, and next steps.
- Anticipate and address common objections:
The purpose of the initiative, project objectives, use of results, result accessibility, project visibility, anonymity, etc.
2 - Use the feature in Zest
I) Activate and set up the feature
Step 1: Go to the Back Office, under “Global settings”, and ensure the Survey module is activated. Click “Save” to apply changes.
Step 2: Set the anonymity threshold: this ensures anonymous answers remain confidential. By default, the threshold is 3, meaning that if fewer than 3 people respond anonymously, all campaign results will be anonymized.
Step 3: Still in the Back Office, go to the “Permissions” section and configure action rights for your managers and administrators.
II) Create your survey
Step 1: Go back to the home page and click on the “Surveys” section in the left menu.
Step 2: Choose a survey template from the library or start from scratch by clicking “Create a survey”.
III) Define your survey
Step 1: Define the title, description, and languages for your survey (construction language and translations).
Step 2 (optional): If you need help building, translating, or managing your survey, you can add contributors. Click “Add contributors” and assign roles:
- Owner: full rights
- Editor: access to survey creation
- Translator: access to translation step
Step 3: Select your campaign’s recipients. You can send it to the entire company, a specific entity within your SmartOrg (department, location, team), or to a SmartGroup.
📘 For more information on SmartGroups, check the “Uploading users to Zest” page
IV) Build your survey content
Step 1: Create your survey structure.
📣 Feel free to diversify question types and use sections to break up long surveys! Need inspiration? You can import questions from the library (over 100 available). You can also add images and links to sections and questions.
V) Configure the survey
Step 1: Choose your response mode and define the sender name (this will appear in the survey email).
Step 2: Set up result access rights for collaborators, managers, and admins.
You can grant specific access to one or more named individuals. These settings can be changed at any time during or after the campaign.
3 - Schedule and launch!
Step 1: Choose the survey frequency, launch date and time, and the response period.
You can extend the survey while it’s live if needed.
If you’d like to receive daily participation updates by email, check the box at the bottom:
Step 2 (optional): Send a test version to one or more collaborators!
🎉 Congratulations, your campaign is live! 🚀
🚨 If you have any questions or encounter difficulties during this training journey, please: 1) Refer to the dedicated training resources 2) Contact us via the in-app chat (available in the Zest platform) 3) If you’re a SuperAdmin, you may contact your CSM as a last resort ⚡ To validate this step: Send an email to your CSM to inform them your campaign has been launched