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Website / App Feedback for EmployeeXM

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About Website / App Feedback for EmployeeXM

Website Feedback 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:

  1. Set up the feedback survey.
  2. Determine how you will distribute the survey, and who the participants will be.
  3. Configure your dashboards.
  4. Decide how your visitors will be prompted for feedback.
  5. And finally, configure and deploy your Website / App Feedback project.

Setting Up the Feedback Survey

Ad Hoc Employee Research projects are surveys specialized in collecting employee feedback on the fly. This is where you will collect the employee data you collect on your internal site.

  1. Go to the Projects page by clicking the XM logo in the top left corner.
    navigate to the projects page by clicking the xm logo and then create new project to build a new survey
  2. Click Create new project.
  3. Select EmployeeXM.
    in the catalog, choosing employeexm, selecting ad hoc employee research, and then get started
  4. Select Ad Hoc Employee Research.
  5. Click Get started.
  6. Name your project.
    giving the project a name, selecting a folder, and clicking create project
  7. Choose a folder to save the project to.
  8. Click Create project.
  9. Prepare your survey questions.
    the survey builder with questions in it to collect employee feedback

There should be fewer questions in this ad hoc survey than you would include in an engagement 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: Ad hoc employee research projects do not have hierarchies.

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 ad hoc research 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.

  1. Open your ad hoc research project.
  2. Click Survey options.
    navigating to the security section of survey options, enabling the anonymous link, and copying the link
  3. Navigate to the Security section.
  4. Enable Use Anonymous Link.
    navigating to the security section of survey options, enabling the anonymous link, and copying the link
  5. 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 ad hoc research 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 ad hoc research project’s survey flow, and make sure it’s configured for SSO.

  1. Go to the Survey tab of your ad hoc research project.
    navigating to the survey flow, adding a new element, and selecting authenticator
  2. Click Survey flow.
  3. Click Add a New Element Here.
    Yellow area in survey flow where you can choose from colorful elements - authenticator in blue
  4. Select Authenticator.
  5. 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
  6. Move the blocks of your survey so that they are indented (in order) under the authenticator. There may be just one block.
  7. Click Apply.

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.

  1. 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.
  2. Go to the Participants tab of your ad hoc research project.
    navigating to participants and importing participants
  3. 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.
  4. Go back to the Survey tab.
    adding a new element in the survey flow and selecting authenticator
  5. Click Survey flow.
  6. Click Add a New Element Here.
  7. Select Authenticator.
  8. 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
  9. Move the blocks of your survey so that they are indented (in order) under the authenticator. There may be just one block.
  10. 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.

Qtip: You cannot use action planning, hierarchies, or certain role-based restrictions in these dashboards. Everything else functions the exact same way in ad hoc research projects as they do in Engagement and Lifecycle projects.

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:

  1. 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.
  2. 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.

  1. Go to the Projects page by clicking the XM logo in the top left.
    navigate to the projects page by clicking the xm logo and then create new project to build a new survey
  2. Click Create new project.
  3. Select EmployeeXM.
    in the catalog, selecting employeexm then website / app feedback then get started
  4. Select Website & App Feedback. This project will contain the digital intercepts that you will associate with your surveys.
  5. Click Get started.
  6. Give your project a name.
    giving the project a name, selecting the folder, and clicking create project
  7. Choose the folder to save the project to.
  8. Click Create project.
  9. Build your creative using the guided setup or the manual setup. Visit the linked page for more information.
    creating a new intercept through the guided or manual setup
  10. Publish your Creative.
  11. Configure your intercepts.
    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 ad hoc research project.
  12. Set the intercept target to your ad hoc research project.
    Intercept editor. Target is marked as 2, midway through the page
  13. 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.

  1. In your EX ad hoc employee research project, click  Survey options.
    navigating to the security section of survey options and enabling the anonymous link
  2. Go to the Security section.
  3. Enable Use Anonymous Link and copy the link.
    Qtip: If you’re using an authenticator, this option should already be enabled and saved!
  4. Go to your Website Feedback project.
  5. Go to your intercept.
    Target dropdowns
  6. For the target, select My Own Web Page.
  7. Paste in the anonymous link.
  8. Click Link or press Enter on your keyboard.
  9. 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.