The process starts with the “Summary” step to give you an overview of all configurations.

Some information is already pre-filled (languages, contributors).

You need to complete:

• Campaign subject

• Description

• Recipients

• Response mode

• Results access

• Scheduling

📌 Optional:

• Custom questions section

• Translations

You can save and continue later from the “Manage” tab, under “Draft”.

🎯 Roles and collaboration

You can assign roles to collaborate:

• Owner: full access

• Editor: access to “Build” + “Summary”

• Translator: access to “Translate” + “Summary”

🔴 Editors and translators can only access surveys in Draft mode.

📂 Fixed template (20 questions)

Selected by our work psychologists, it is non-editable (except removing Star Questions).

Includes:

• 18 satisfaction questions

• 1 engagement score (0–10)

• 1 NPS question

📝 Features:

• Scale-based (0–10)

• “Not applicable” forced on 3 questions

• 2 default Star Questions (removable only)

✏️ Custom template (up to 10 questions)

• Optional

• Configurable like a standard survey (conditional logic, targeting…)

• Coming soon: Section Scores

• Response mode: Anonymous, Public, or Optional

• Sender name in invitation email

• Named results sharing (depending on role)

• Excel export access (configurable in Back Office)

• Access to static and dynamic results (enabled by default)

⚠️ Managers and employees only see the dynamic view

⚠️ Data is available only after each session ends

⏱ Scheduling and follow-up

• Daily participation report (sent at 8 AM to owners)

• Automatic reminder 1 to 7 days before closing

• For recurring campaigns: reminder sent 5 days before launch

The “Summary” step allows you to:

• Check all configurations

• Edit easily via ✏️ icons

• Send a test Engageometer (email + homepage card)

• Test analysis and results flow

• Delete or replace tests before launch

When everything is ready, click “Launch the Engageometer” 🎯

💡 Tip: Send a test to a small group to refine the experience before official launch.