At Stribe, there are two ways to set up your audience. Depending on the purpose of the survey or your organisation, one may be more suitable than the other! In this article we’ll explain the differences, and give you ideas for your own pulse surveys.
To set your audience for your pulse survey follow the steps below::
Login to your Stribe account as an Admin.
From the dashboard, choose the ‘Pulse’ option on the menu on the left hand side of the screen.
In ‘Live Campaigns’ select the ‘New Campaign’ button on the top right of your screen. Now you’ll come to the adding questions stage.
Once you’ve selected your question, choose the answer type that fits best.
Once you’ve chosen your answer type, the next stage will ask if you’d like to ask a follow up question.
After deciding whether to use a follow up question, there is an option to add word tiles, to help clarify the key themes of any responses.
Click ‘Save’ using the grey box and your question will be saved!
To add more questions, scroll back to the top of the page, and repeat steps 4 to 8.
Once you’re happy with your list of questions, choose the ‘Confirm Campaign’ button on the right hand side of the page.
Here is where you’ll see where to choose either a fixed or dynamic audience!
A fixed audience sends the survey to everyone (who matches the rules you set up for this particular survey) on the system at that time and doesn’t allow for any new additions to the survey.
A Dynamic audience allows for anyone who matches the rules in the future, before the closing date, to be sent the survey. As long as the survey remains live, Stribe checks your audience daily, and sends the survey to anyone who matches your audience criteria.
For example, a fixed audience would be suitable for a survey that wants to understand performance in the business over the past 12 months, because the survey is only relevant to current employees who were employed during that period. A dynamic audience would be suitable where there's a need to consider additional opinions as time goes on. For example, being able to add future employees to onboarding surveys.
Fixed Audience Survey Purposes | Dynamic Audience Survey Purposes |
Example A: Annual Survey to review the year before (where the survey isn’t relevant to new employees as they haven’t been in the organisation) | Example A: Onboarding survey for Week 4 employees |
Example B: Set location surveys (for the current time period/employee set) | Example B: Monthly recurring engagement survey |
Example C: A survey for a specific group of employees - for example Line Managers only | Example C: Q1 survey (where new employees may join) |
Fixed Audience Example - Annual Survey:
In this example you can see that to set up an annual survey you would need to select: fixed audience and the option ‘send to everyone’. This means that it will go to everyone in the business currently but will not allow for any new joiners. We want this option because it’s an annual survey that will review the last 12 months, so it will apply to the current team, rather than anyone joining the organisation whilst the survey is open. They won’t be able to answer questions from the last year because they didn’t work in your team.
Fixed Audience Example - Location-Based Survey
Where the survey is going to be for a set location for the employees in the business at that time - for example, perhaps to review changes to the way employees can access and use the workspace - we would need to select different rules. As before, we’d select a fixed audience but then in the add audience rule we would choose ‘location’. This will then bring up an additional list of options where you can choose the relevant office option, in the example case, it’s Birmingham.
Please note, additional segments such as ‘Location’ will only appear for your surveys if you have uploaded these segments during the employee upload.
Fixed Audience Example - Line Managers
To create a survey that is sent to line managers, in this scenario we’d simply be adding a different rule - this time selecting Line Managers and then selecting ‘Yes’.
Next we’ll take a look at some examples of dynamic audience rules.
Dynamic Audience Example - Onboarding Survey
In this example we’ve selected the dynamic audience option and selected some rules relevant to our onboarding survey. We want this survey to be sent to employees who started 4 weeks ago, and we want it to send to everyone who matches that rule both now and in the future, for as long as the survey is live. The rule ‘start date exactly 28 days ago’ will then send the survey to anyone uploaded to Stribe who has a ‘Start Date’ as 28 days before the current date.
Dynamic Audience Example - Monthly Engagement Survey
For this survey, we want to set up a monthly survey that will be sent to employees who are in the organisation now and in the future. For this, we’d use the ‘send to everyone’ rule and schedule the campaign to repeat monthly. By selecting a dynamic audience, this means it’ll include any new members of staff when they join Stribe, for as long as the survey remains live.
Dynamic Audience Example - Q1 Onboarding Survey:
This example would follow the same rules as the onboarding survey above, but when scheduling you will also add an end date so this survey has a specific time period, in this case Q1. We want to make sure it includes everyone that starts whilst the survey is live which is why we’re using a dynamic audience. Follow the steps above, and add an end date.
If you’d like to talk to us about what audience is best for your survey, then get in touch here!