How to send and respond to an engagement survey

After you schedule an engagement survey, you send it. People respond from a link. They do not need to sign in.

Before you start

To send a survey, you must be signed in as an owner or administrator.
The survey must already exist. See How to create an engagement survey.
Notify all recipients is available when the survey is open for responses. If the start date is in the future, the dialog shows: Notifications are unavailable until this survey is open for responses.
To respond, you need the survey link, or you need a task on My Tasks.

The page title is the survey name. The description is Aggregate, anonymous results.

The dialog title is Share survey.

Select Notify all recipients to send the survey to the audience you chose.
Select Copy survey URL if you want a public link. Anyone with the link can respond. They do not log in.
Select Close.

A success message confirms the notifications. Example: Sent 3 notification(s).

If no one is in the audience, the page shows: No recipients to notify.

You can also select Share survey from the No responses yet alert on the Summary tab.

Use a reminder after people already received the first notification.

The reminder goes to people who have not responded. If everyone has responded, Send Reminder is not available.

Open the survey URL from the email, the text message, or Copy survey URL.

The page shows the survey title and the questions.

Move the score control. Choose a number from 0 to 10.
In the follow-up field, type why you chose that score. This field is optional unless the sender marked it required.
Answer any extra questions.
Select Submit survey.

You see Thank you. The page says your response has been recorded.

If you are an employee and you are signed in:

Recipients have a way to answer. Results stay anonymous.

Open the survey to see the Summary tab after the first response.