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Website / App Insights for Employee Experience

Suite

Employee Experience

Product

Qualtrics

What's on this page

About Website / App Insights for Employee Experience

Website Insights projects allow you to deploy intercepts on your internal company sites so you can gather targeted Employee Experience data. Depending on your preference, employees can provide feedback anonymously or not. Central dashboards can provide you with an overview of ratings over time and open-text comment analysis.

To run a digital employee feedback program, you’ll need to complete a few steps:

Set up the feedback survey.

Determine how you will distribute the survey, and who the participants will be.

Configure your dashboards.

Decide how your visitors will be prompted for feedback.

And finally, configure and deploy your Website / App Insights project.

Setting Up the Feedback Survey

The first step to getting started is to create a feedback survey for your use case. You will use this survey to collect the employee data on your internal site. For Website / App Insights for Employee Experience, we recommend using either Engagement, Lifecycle, or Candidate Experience surveys depending on your specific needs. However, you can use any employee experience project type that you’d like.

Qtip: Pulse programs are compatible with Website Insights, but require unique setup steps. See Using Pulse Programs with Website Insights.

Go to the Projects page by clicking Projects in the global navigation menu.

Click Create project.

Select EmployeeXM.

in the catalog, selecting employee xm, choosing engagement or lifecycle, and then clicking get started

Choose your desired project type. We recommend Engagement or Lifecycle projects if building a project from scratch. Alternatively, use the pre-built Candidate Experience Program.

Click Get started.

Name your project.

giving the project a name, selecting a folder, and clicking create project

Choose a folder to save the project to.

Click Create project.

Prepare your survey questions.

the survey builder with questions in it to collect employee feedback

Generally, there should be fewer questions in this survey than you would include in a regular employee survey. We recommend sticking to scaled Multiple Choice or Text Entry questions.

Qtip: For question-building guides, see Creating Questions, Formatting Questions, and Formatting Answer Choices.

Getting a Survey Link and Setting Up Participants

Qtip: Some project types do not have hierarchies. See Types of Employee Experience Projects for more information.

Unlike most employee surveys, this survey will not be distributed through email, but through links and creatives on a website. As a result, we recommend you configure the survey as described in the following sections.

Anonymous Link Distribution

Distribute using the anonymous link. This is useful in cases where you explicitly want an anonymous listening post for employee feedback on your intranet portals.

Open your project.

Click Survey options.

navigating to the security section of survey options, enabling the anonymous link, and copying the link

Navigate to the Security section.

Enable Use Anonymous Link.

Copy your link. You will be able to go back to the survey options and copy this link at any time.

Qtip: You can capture embedded data that may be available from your employee portal such as user’s location etc. See Embedded Data in Website Feedback for more.

Qtip: Respondents can respond more than once using anonymous links, unless you add an authenticator.

Associating Responses with Employees

Just because you are distributing with the “anonymous link” doesn’t mean your data has to be anonymous. If you use an authenticator, you can link each response to a specific employee.

Authenticators require end-users to confirm their identity before they can take the survey. With this, you can capture employee information that is associated with their participant record within the project.

Qtip: When a survey has an authenticator, employees can only respond once.

Authenticators for Brands with SSO

If your brand has SSO, all you need to do is add an authenticator to your project’s survey flow, and make sure it’s configured for SSO.

Go to the Survey tab of your project.

navigating to the survey flow, adding a new element, and selecting authenticator

Click Survey flow.

Click Add a New Element Here.

Yellow area in survey flow where you can choose from colorful elements - authenticator in blue

Select Authenticator.

Change the Authentication Type to SSO and follow the SSO authenticator setup described on the Authenticators (EX) support page.

changing the authenticator type to sso, moving the block under the authenticator, and clicking apply

Move the blocks of your survey so that they are indented (in order) under the authenticator. There may be just one block.

Click Apply.

Attention: Your SSO provider might not support its authentication protocol being iframed.

Authenticators for Brands without SSO

If you are using an authenticator in a brand without SSO enabled, you’ll need to upload participants before configuring your authenticator.

Prepare your participant file with all the users you anticipate may take the survey.

Qtip: Only pay attention to the fields described in the first section of this page, and any additional employee information (metadata) that would benefit you in this research. Do not worry about hierarchy fields, such as Manager ID or Level, unless this information would benefit this research.

Go to the Participants tab of your project.

navigating to participants and importing participants

Click Add Participants and import your participants.

Qtip: Are all your participants already uploaded to the employee directory in Qualtrics? Instead of preparing and uploading a file, try importing participants from the global employee directory.

Go back to the Survey tab.

adding a new element in the survey flow and selecting authenticator

Click Survey flow.

Click Add a New Element Here.

Select Authenticator.

Select the person authentication field. See more about this set up on the Authenticators (EX) support page.

choosing the person field, moving the block under the authenticator, and clicking apply

Move the blocks of your survey so that they are indented (in order) under the authenticator. There may be just one block.

Click Apply.

Configuring Dashboards

When you’re ready, you can configure dashboards that report on this employee feedback. See Reporting on your Employee Engagement Project Results and Dashboards Basic Overview for an introduction. We also have pages that dive deeper into widgets, filtering, field mapping, and more.

Deciding How Visitors are Prompted for Feedback

“Creatives” are the many ways a Website Feedback project can appear to the website visitor. This includes buttons, tabs, pop-ups, iframes that slide out from the side of a page, and more. There are a few Creatives that are especially suited to digital employee experience programs:

Feedback Buttons: Feedback buttons are static intercepts that always appear on the page.

Example: A feedback button on an Employee Benefits site can constantly collect employee feedback on benefits.

Example: A feedback tab on the home-page of the employee portal can serve as an employee suggestion box or feedback post.

Pop Overs or Sliders: Pop overs and sliders can be deployed on specific employee portal pages in a more targeted fashion to ask for feedback. Pop overs appear over webpages, requiring the employee to manually close it or respond; sliders come out from the side of a page, catching the eye without interrupting the employee’s site activity.

Configuring the Website Feedback Project

The Website Feedback project is where you configure the intercept that will go on your site.

Create a Website & App Insights project. Both guided and standalone setups work with Employee Experience.

Configure your intercept and/or targeting logic.

Qtip: Depending on the website information you plan to capture from employees, don’t forget to add Embedded Data to the Survey Flow of your project.

When you set the target for your project, make sure you select your EX project directly from the list of projects in your account.

Intercept editor. Target is marked as 2, midway through the page

Publish your intercept.

Surveys with authenticators

If your survey has an authenticator on it, then the steps to add a target to your Website Feedback Intercept will be a little different.

In your project, click Survey options.

navigating to the security section of survey options and enabling the anonymous link

Go to the Security section.

Enable Use Anonymous Link and copy the link.

Qtip: If you’re using an authenticator, this option should already be enabled and saved!

Go to your Website Feedback project.

Go to your intercept.

For the target, select My Own Web Page.

Paste in the anonymous link.

Click Link or press Enter on your keyboard.

Save or Publish your intercept, as needed.

Testing and Deploying Intercepts to your Employee Web Portals

Once you have created and configured your intercepts, you will need to test them. See Testing Intercepts. Make sure your intercepts look and behave exactly as you want them to.

When you are ready, your intercepts can be deployed to your Employee Intranet web sites. See Activating, Publishing, and Managing Intercepts for what you need to do on your end, and see Deployment and Technical Documentation for what your web development or IT team will need.

Attention: You will need to engage with the teams (typically IT or web development) that can deploy JavaScript code snippets to your employee intranet pages.

Using Pulse Programs with Website Insights

Pulse programs can be used with Website Insights. However, there are some important setup steps to consider that are unique to pulses.

Authenticator setup: You can use an authenticator in your attached pulse program. You can set it up as described here. However, make sure this authenticator is added to your survey template, not an individual pulse survey. Using the template ensures all surveys in the program are set up correctly.

Getting the program link: Pulse programs have many separate surveys within the same program. Because of this, you want to use the program-wide link with your intercept. Follow these steps to get a shareable link for your pulse program.

Shareable links section of the larger pulse program

Connecting the pulse to the intercept: Once you’ve got your link, set the target to My Own Web Page. (In guided intercepts, Add an external link.) You cannot select pulse programs from the project list.

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