Survey Launch Checklist: Your Step-by-Step Guide to a Smooth Start

Launching a survey with EngageRocket involves several carefully designed steps that work together to ensure a seamless experience and meaningful results. Whether you're running a full Employee Engagement Survey or a focused pulse check, this guide walks you through everything from preparation to launch.

Step 1. Update Your Employee List & Organisational Structure

Upload your latest employee list in Excel or CSV via the Employee Admin section.
Make sure to include:

• Name, email, employee ID, and other key fields (e.g. department, location)

• Organisational hierarchy, if using reporting lines

Only listed employees can receive the survey, so keep your data clean and updated.

Step 2. Set Up Your Project

Once your employee data is ready, the next step is to set up a project, which acts as a container for all your survey activities. Head to the Projects section and create a new project by defining its name, type (such as Belong or Grow), and survey timeline. You can also assign project collaborators or admin access to team members who will be supporting the initiative. Creating a project ensures that all related settings, data, and communications are streamlined in one place, helping you manage everything more efficiently.

• Create a New Survey: Within your project, you’ll now create the survey itself. This involves naming your survey, defining its type, such as a pulse check or a full-cycle review and setting the survey period. This step allows you to lay the groundwork for your questionnaire and define how long it will remain open for responses. 

• Design the Questionnaire: This Page allows you to create and customise your survey using questions from EngageRocket’s validated library or your own. You can also customising the content, and setting up branding and logic to tailor the experience for your participants.

• Manage Recipients: This section helps you define who will receive your survey by filtering your employee list based on attributes like department or location. This ensures targeted distribution and more actionable insights. You can also edit recipients manually and export the list for reporting purposes.

• Set Up Communication: This page lets you customise your survey email invitations, reminders, and closing messages. You can personalise the content, tone, and branding, and schedule reminders to boost participation while reinforcing trust and clarity.

Final Step: Launch Your Survey

Once all settings have been reviewed and confirmed, you’re ready to launch your survey! Click the “Launch Survey” button to activate the project and begin collecting responses. From this point, you can monitor participation, send additional reminders if necessary, and eventually explore insights through the Survey Dashboard.

Post-Launch Bonus: Monitor & Analyse

After your survey is live, head to the Dashboard to keep an eye on response rates and progress. Use the dashboard's filters and visualisations to explore participation by segment, view preliminary scores, or identify early trends. When the survey closes, these dashboards become the foundation for deeper analysis and action planning.

If you have any questions or need further assistance, feel free to reach out to us at support@engagerocket.co We're here to help!