Creating a new survey
You can do this in several ways—conduct a comprehensive survey once or twice a year, opt for a more frequent but condensed approach, or choose something in between. With Brilliant, you follow the same process to set up a survey that suits your needs.
What's the purpose of your survey?
Answering this question will help you decide which approach suits you best. With a clean slate from scratch, or by using one of Brilliant's pre-populated templates containing a variety of indexes and questions? Both options are flexible and will work well, but templates provide more guidance.
There are advantages to both methods, and the golden rule is that they are equally customisable. You can add, edit, remove, drag, and drop content as needed.
Starting from scratch
A clean slate allows you to really go your own way. Simply click "Add questions" from the blank page to open the editor and begin selecting and adding your preferred indexes and questions. Once you've chosen your indexes, question modules, and specific questions, you can keep them as they are or further customize by rearranging, removing, and editing questions to suit your needs.
Using a template
Templates are pre-populated with a variety of indexes and questions from Brilliants library. We provide a bunch of tested and validated questions that you can count on.
Starting from a template is perfect if you want complete coverage when conducting a classic employee survey. If you're planning a longer pulse survey, a template can also serve as a great starting point. Simply remove any indexes, question modules, or individual questions that are not relevant to your survey.
You have now chosen your route, time to get to work
Step one of the survey setup is for adding questions, no survey without them. Click 'Add questions' to open the editor and get started.
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If you chose to start from a template, great! Your survey is already filled with questions. Click "Edit" to fine-tune, reorder questions, add, or remove questions. If you're happy with the setup as it is, you can proceed directly to the next step.
If you chose to start from scratch, click "Add Questions", and the editing mode will open.
In the editing mode
- 'Add question module' - Allows you to select an index or a question module which will automatically be placed in its own chapter. Nice and tidy with a descriptive chapter name and chapter page.
- 'Add chapter' - When you want to add independent questions outside of an existing chapter. Every question must have a home, a chapter to live in.
- 'Add questions' - Add questions to an existing chapter to complement the questionsalready there, or create a new, empty chapter for your additional questions. There is no right or wrong. You can easily drag and drop your questions between chapters once added.
Hey admin! If you find the need to create a brand new question here, you can do that from the pop-up that appears when selecting 'Add questions'. You'll see a green button. You can't miss it.
Question order, dragging and dropping
Once you have added everything you can start fine tuning. To the left of every chapter and question you'll see six dots, like on a dice - these indicate they are drag-and-droppable. Simply drag you content to where you want it to be and drop it when your in the right spot.
Editing questions
At this stage you might notice words or phrasing that you want to adjust. For every question on every line there are three little dots. There, you can choose to edit the question or remove it from your survey. Not to worry, removing a question will not delete it. It will still be safe and secure in your library for future use.
Hey admin! If you choose to edit one of Brilliant's questions, a copy is created and replaces the original. Your own, new version is also stored in your library.
Save and preview your setup
When you're happy with your setup, make sure you save your work and take the time to preview! Click through your survey and verify that you've got everything you need. If anything is missing or needs to be adjusted, make the nesessary updates and don't forget to save again. Once done, Save and close the editor to go back to the main screen, which will now display the contents of your survey. At any given time up until you activate your survey you can make changes to your setup.
Next steps and the final step
Follow the next steps of adding respondents, communication, and set a schedule for start, stop, and reminders in between. Before clicking the final button, scheduling your survey, engage a few colleagues to test the survey and provide feedback before going live. Their answers are reset once the survey is scheduled.
💡Tip! If your survey is in multiple languages, theres a good idea to involve colleagues knowing a few of those languages.