Add a post-reco survey

Engagement allows venue managers to add a post-reco survey so that they can gather feedback immediately after recognizing an employee.

Start from: The Engagement dashboard.  

• Navigate to Recognition > Post-Reco Survey from the main menu.
• Select + New post-reco survey.

Step 1: Setup

• Complete the setup form:
  • Name*: Assign a name to your survey.
  • Start and End date*: Define the active period for the survey.
  • Audience: Select one or multiple employee levels that will have access to the survey.
• Select Next to save changes and continue.

Step 2: Content

Sections

• Every Post-Reco survey starts with one section by default.
• To add another section, select + New section at the bottom of the page.
• Each section requires a Title* and can include an optional Description.
• Sections can be configured to appear only if a specific recognition reason is chosen. To do this, select the specific reason in Show if chosen.

Questions

• Questions are added within sections.
• To add a question, select + New question at the bottom of the section.
• Configure each question with:
  • Title*: Assign a label to your question.
  • Description: Add an optional description to improve the understanding of the question.
  • Type: Open (text box), Satisfaction rating (1–5), or Single/multiple choice.
  • Image: Optionally load an image to display with the question.
  • Mandatory toggle: Enable if the question must be answered.

Once sections and questions are configured, select Save. The survey will appear in your list.

Activate a post-reco survey

• Back in the post-reco survey screen, locate the specific survey in the list.
• Toggle the button under Status to activate it.
• The survey is now live and ready for use.

Manage the survey

Open the … menu beside the survey name for additional options:

• Delete
• See answers
• Duplicate
• Edit

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Originally published at https://help.mapal-os.com/engagement/recognition/post-reco-surveys/add-a-post-reco-survey/