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  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM
  • Design XM
    Design XM

Step 2: Building Your Engagement Survey

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The next step in preparing your Employee Engagement project is to build your survey. This section will walk you through how to format your project and build the survey in the platform. If you have questions about preparing the content of your project, click here to check out our section on Developing Your Project Content.

Choosing Question Types

Once you have your questions, categories, and scale points determined, you’ll want to think about the question types you will use. The right question type can make all the difference for people taking the survey and for reporting on your results.

Qualtrics offers many question types, but best practice is to use matrix table questions, multiple choice questions, and text entry questions. For additional information, visit the Question Types support page.

Employee Experience Platform – Recommended Question Types

Multiple Choice

At this company, there is effective collaboration between teams. Then below this text is a scale from strongly disagree to strongly agree where you can fill in the bubbles

Matrix Table

A matrix table asking respondents to rate their agreement. Along the left are statements, and along the top are scale points from strongly disagree to agree, and on each row you have to fill in a bubble for your agreement

Text Entry

Above the essay text box, it asks, What could the company do better to help you be successful?

Matrix Table Multiple Choice Text Entry
When Recommended? Questions measuring engagement drivers (the bulk of the survey) – Questions measuring engagement (especially questions you do not want to group into categories)

– eNPS questions

– Demographic questions

To collect qualitative feedback to enhance your understanding of your employees’ feedback from likert scale engagement questions
Structure Generally worded as statements clustered into categories or themes Action-oriented statement intended to measure a behavior relating to engagement Question that invites respondents to answer in an open-ended manner

Building Your Survey Questions

It’s time to build your survey! Now that you have your question set prepared, you can begin to add it to your Employee Engagement project. For additional information, visit the Creating & Editing Questions support page.

If you have built a survey in another Qualtrics product before, you will find that adding questions follows very similar steps.

Survey Flow and Question Behavior

Next, you’ll want to consider the flow of the survey for your respondents. This section will detail how to use display logic, blocks, and skip logic to customize the flow of respondents through the survey, as well as how to change the coded values for questions. We will also use the survey flow to manage the flow of respondents through the survey at the block level.

the survey flow and question behavior sections of the survey builder

Quick Definitions: Qualtrics Advanced Features

  • Blocks: Blocks allow you to group questions to be displayed together or add logic to a set of questions.
  • Display Logic: Question level logic allows you to display a question to a subset of respondents based on whether they satisfy certain conditions. These conditions can be based on Metadata, the organization hierarchy, or an answer to a previous question.
  • Skip Logic: Question level logic that allows you to skip a respondent forward to another question in the same block, skip the respondent to the end of the block, or skip the respondent to the end of the survey.
  • Survey Flow: Section of the Qualtrics survey builder that allows you to customize the flow of respondents through the survey via modifying the sequence of blocks or through adding logic.
  • Branch Logic: Block level logic that can be based on Metadata, the organization hierarchy, or an answer to a previous question that allows you to display a set of questions to a subset of respondents.
  • Recode Values: The editable coded values associated with each answer choice in the survey.
  • Authenticator: Allows you, as the administrator, to share one central link that participants must log into in order to complete the survey. This can be useful if many people are using the same device to complete the survey, or if you have a kiosk setup.

For more information about any of the above features, visit the Question Behavior and Survey Flow pages.

Survey Look & Feel

You’ve built your survey, now it’s time to customize the formatting of your survey. We can customize the experience of survey respondents in the project using the Look & Feel section. For additional information, visit the Look & Feel support page.

the look and feel section of the survey builder

Qtip: Administrators can build their own themes that can be used across the brand. You can even restrict what people or groups can use these themes for their surveys. See the Themes tab for more details.

Translating Your Survey

Will employees be responding to your survey in more than one language? If so, you can add translations to your survey. Once translations are uploaded and the survey is released, the language the participants complete the survey in will match their browser settings by default, although they can manually change this using a dropdown in the upper-right of the survey.

Qtip: The language code you include as metadata in the participant list determines the language email the participant receives, provided you have translated your email messages. It does not affect the language of the survey.

For instructions on translating surveys, visit the Translate Survey support page.

the translations section of the survey options

Once you have created your translations, remember to have a native speaker review the translations. If you are using our automatic translation tool, it is based on Google Translate and can miss some regional translation differences. Any edits can be made directly in the tool or by uploading a new translation file.

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