Tutorials All Users Surveys – Add New Survey Surveys – Add New Survey Account Options Admin: Surveys > eNPS eLeaP PSP User Roles Administrator AI-Powered Survey Form Templates Admin: Check-ins Settings Admin: Surveys > eNPS Admin: Surveys > Survey Terms Admin: Surveys > Survey Metrics Admin: Surveys > Add a Survey Admin: Settings > Webhooks Admin: Settings > Categories Admin: Settings > Billing Admin: Settings > Modules Admin: Settings > Gamification Admin: Settings > Branding Admin: Settings > Smart Assigning Admin: Settings > Custom Fields Admin: Settings > General Admin: Reviews Settings Admin: PulsePoint Overview Form Templates - Form Fields Admin: Settings Overview Admin: Audit Trail Overview Form Templates Overview Admin: Teams & People Overview Admin: Surveys Overview Admin: Reviews Overview Admin: Goals Overview Check-ins: Add a Check-in Admin: Check-ins Overview Weekly Status: Reports & Analytics Weekly Status Overview How to sort or filter Goals Admin: How to delete Goals Admin: How to manage inactive Goals Admin: How to edit Goals Admin: How to create Goals Admin: System Menu Overview Admin: Dashboard Overview All Users PulsePoint - Mine PulsePoint - By User Weekly Status - Mine Surveys - Add New Survey Surveys - Survey Responses & Analytics Surveys - Survey Statuses Surveys - Filtering & Sorting Options Goals - Duplicate Goal Goals - Add New Goal - Advanced Goals - Add New Goal - Simple Goals - Sub Menus Weekly Status - By User Weekly Status - Dashboard My Gamification & Leaderboard My Profile Sub Menus Notifications Feeds in PSP Global Search Goal Key Result Settings Check-ins: Add a Check-in Weekly Status: How to Add Plans Manager AI-Powered Survey Form Templates Manager: Profile Overview Manager: PulsePoint Overview Form Templates - Form Fields Manager: Form Templates Overview Form Templates Overview Manager: Teams & People Overview Manager: Surveys Overview Manager: Check-ins Overview Manager: Reviews Overview Manager: Goals Overview Manager: Weekly Status Overview Manager: Manager Account Overview Member Member: How to use PulsePoint Member: Surveys Overview Member: Goals Overview Member: Weekly Status Overview Member: How to create Check-ins Member: How to perform reviews Member: Member Quick Tour Member: Team Member Overview Hello and welcome to eLeaP. This tutorial will guide you through adding a new survey. Let’s start by going to the list view. It’s important to note that the survey system integrates with preexisting form templates. For details on creating form templates, please refer to our specific tutorial on that topic. To add a new survey, simply click on the ‘Add New Survey’ option in your list view. For demonstration, I’ll name this survey ‘New Survey’ and then select a color scheme by clicking on the dots and choosing a preferred color. Next, move to the categories section and choose a category. I’m selecting ‘Wireless’ for this example. Adding a description is optional but helpful. Then, select the template for your survey. Remember the survey template we discussed earlier? Click on that to choose your template. Next, set your start and end dates. For this example, I’ll start immediately and set the end date for the end of the month, selecting the last hour of the day. You also have the option to make the survey recurring. If you choose this, simply check the box and select your preferred recurrence options. It’s generally a good idea to set an end date for recurring surveys. Let’s move on to assignment options. As an admin, I have three options: organization, teams, and users. Managers typically see only teams and users. For organization-wide surveys, select the organization option. To assign to specific teams or individuals, toggle to the respective option and make your selections. If you need to make changes, you can always uncheck your selections. An important feature is the option to make surveys anonymous. Toggle this on if needed. Remember, this is an admin-level feature and not available to managers. Managers can request this feature through their admin. Finally, click the button to save your survey, and you’re done. As always, if you have any questions about creating surveys or any other eLeaP features, please don’t hesitate to contact us.