Log in as an Admin

In the left-hand menu select 'Surveys'

Ensure you're viewing 'Live' tab in the sub-menu and select 'New Campaign' in the top right of the screen

Select a question - this can be a benchmarked question, one you've asked previously or a brand new one (which you can type in the box below)

Select your answer type

Choose whether you'd like to ask a follow-up question. This will allow your employees to provide more context to their original response. You can add word tiles to help your employees respond whilst minimising the worry of being identified by their style of writing.

You can add multiple questions by selecting 'Add question' in the left hand menu

Once you're happy with your questions, click 'Step 2 - Send your survey' in the top menu

Select the audience you'd like to send your survey to - this can either be a fixed or dynamic audience.

Add your rule types to the audience. These are based on the segment data uploaded in your employee spreadsheet

Introduce your survey. This step is optional, but it's a great way to provide more context to your employees and encourage them to engage with your campaign.

Preview your survey. Check how your survey will look when your employees receive it. This is also a good way of making sure you're happy with your survey set up and flow.

Schedule your campaign. Choose whether to send it once (the field will pre-populate for an hour after survey creation), for a time / date in the future (you can set it to send whenever suits using the 'How often should the survey repeat' button) or save it as a draft.

Once you're ready to launch, click 'Create Survey' or, if you would like to come back to the campaign at a later date, click 'Save this as a draft'.