Creating a Survey
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      1. Principles Help Center
      2. Principles Culture Survey
      3. Creating a Survey

      Creating a Culture Survey

      Prerequisites

      Before launching a new Culture Survey:

      • You must be an active user granted 'Culture Survey Manager' access or have an Administrator or User Administrator account role.
      • You will need to ensure that there is a group created that contains all of the people you would like to participate in the survey.
      • Another Organization survey cannot be ‘in progress’ within the organization, but you can have as many Team Surveys as needed, just not to the same group.

      Creating a Culture Survey

      Note that we currently do not support draft surveys, so once you click ‘Create Survey’ the survey will be ‘live’ and accessible, even if you choose to delay invitations. 

      To create a new Culture Survey:

      Navigate to the ‘Culture’ tab in the left hand navigation bar of the application, click ‘Manage Surveys’, and select ‘Launch a new survey.’   

      1. Survey Type: There are two types of surveys available, Organization and Team. 
        1. Select the type of survey that aligns with the group's focus for assessing culture. For example, if the goal is to evaluate the culture of the entire organization, choose the Organization Survey. However, if the focus is on the culture of a specific team, such as the Marketing team, select the Team Survey.
        2. Please note: There can only be one Organizational Survey live, or in progress, at the same time. While there can be more than one Team Survey live at the same time, the Group selected must be different i.e., a tenant cannot have more than one Team Survey live at the same time for the same Group. 
      2. Survey Name: You can leave the survey name as is, or you can create a custom name for it. 
        1. For Organizational Surveys, please keep in mind that this will be the survey name populated in the invitation and reminder emails. 
        2. For Team Surveys, you can edit the name that is pulled into the invitation and reminder emails on the right hand side after selecting the group of participants.
      3. Support Contact Email: Provide the email address users can contact with questions about the survey, such as its purpose, how the results will be used, and other related inquiries.
      4. Survey Deadline: Set the date and time that the survey should close. This can be edited later at any time before the deadline when the survey is ‘live’. Once a survey is closed you cannot reopen it. 
      5. Survey Reminders: Add the dates and times you would like reminders to be sent to any participants that have not completed the survey yet.
        1. Specify the dates and times for reminder emails that will prompt participants to complete the survey by selecting ‘add reminder.’
        2. Similar to the survey deadline, you can add or delete reminders at any time after the survey is launched. 
        3. Note: There is a current limitation where only one reminder email can be sent per day. 
        4. See example of the reminder email below:

      6. Participants: Select the previously created administration group of survey participants. Once a group is selected and the survey is launched, any modifications to the group will not affect the participants of the survey. You will not be able to add participants once the survey has been launched.
      7. Create Survey: Before selecting this, please ensure that all of the details are finalized. Once you select ‘Create Survey,’ it will be considered 'in progress,' and users can access and complete the survey, even if you have chosen to send invitations later. As such, you should only select ‘Create Survey’ when you are ready for the survey to be live and accessible.
        1. You can either launch the survey and send the invitations right away by selecting the ‘send’ button, or you can opt to send the invitation late by selecting ‘not now’. 
        2. If you have chosen to send survey invitations later, you can send those invitations at any time by following these steps: 
          1. Navigate to the ‘Culture’ tab and select ‘Manage Surveys.’
          2. Find and select your ‘In Progress’ survey.
          3. Click on the ‘Settings’ tab and select ‘Send Invitations’ to send the Culture Survey invitation to all selected participants. See screenshots of this flow below:



      See invitation email below: