Who can use this feature?
Available on:
All Culture Amp subscriptions that include Engagement.
Getting ready to launch your first Engagement survey? You’re in the right place. This checklist will walk you through the pre-launch checklist step-by-step—so you can feel confident everything’s ready to go before hitting launch.
Tip: Download a copy of the survey review checklist if you’d prefer to work offline.
Note: If you need help crafting your questions we recommend the Strategic Design Checklist for Engagement Surveys.
Account & Platform Settings
Before you launch, check that your Account details are set up correctly.
Primary Email Sender
Head to Account Admin > Settings to check who’s listed as the sender for survey communications.
We recommend using your organization’s name or a familiar internal sender to build trust with participants.
If changes are needed, you can follow this guide to update the sender.
Account Logo
Your logo appears on invites, the welcome screen, and inside the survey.
You can override the default for an individual survey via the Survey Settings page.
Time Zone
Make sure the correct time zone is selected for your organization.
This ensures survey invitations, reminders, and close times are sent at the intended local time.
Notifications & Integrations
Slack or MS Teams Notifications:
Want to send reminders via Slack or Microsoft Teams?
Survey Settings
Survey Name
Choose a name that’s clear and informative, such as “Engagement Survey H2 2025.”
Avoid generic names like “Monthly Check-in” or “Survey 1”
Survey Logo
Use your default account logo or upload a custom one for the survey.
Best format: square
.jpeg
,.gif
, or.png
under 1MB
Questions
Review the questions to ensure they meet your goals and follow best practices.
Question Changes
Have you removed, added, or customized any questions from the default template? If so, revisit the Strategic Design Checklist for Engagement Surveys to ensure changes align with your intent and won’t affect data quality or benchmarking.
Need to add back previously removed questions? Refer to our Engagement template questions.
Inclusion or Wellness Questions
Want to include questions about inclusion or wellness? To benchmark against other companies, we recommend using our templated Inclusion and/or Wellness questions.
For guidance on how to blend these topics with engagement questions, review our Guide to Combining Inclusion & Engagement.
Question Limit
We recommend a maximum of 70 questions to keep the survey manageable and improve completion rates.
Any additional questions should be treated as pulse-style check-ins, especially if they relate to niche topics like values.
Demographic Questions Section
We recommend placing any demographic questions at the end of the survey to avoid influencing how respondents answer earlier questions.
These questions are select-type and unattributed, meaning responses aren’t linked to individual user data—they’re only connected to answers provided within the survey itself.
If your company is small, avoid demographic questions with broad answer sets (e.g., 10+ response options). These may lead to hidden results due to confidentiality rules. Narrowing response options can help ensure data is surfaced and safely reported.
Reporting Factors
You can view and edit factor assignments under the Reporting factors page. These settings determine how your results will be organized and analyzed in the platform.
Factor Assignment
All rating and select type questions should be assigned to reporting factors.
You can assign questions to factors at any stage of the survey process but unassigned questions will not appear in reports.
Index Factor
Ensure your Index Factor (typically “Engagement”) is set. This powers Impact/Driver Analysis to show what influences overall engagement.
Changes to Factors
If you’ve renamed, added, or removed questions from factors, this may affect your ability to benchmark externally.
Modified questions identical in meaning can be manually matched for comparison.
Tip: Want to learn more? Check out our Culture Amp Training Courses on factors.
Demographics
Demographic Coverage
Make sure all relevant demographics are selected so your reporting filters reflect your organization’s structure—such as Department, Tenure, or Location.
Not sure which ones to include? Use our employee data template as a guide.
We recommend including all available account demographics before launch to give you the most flexibility when filtering and analyzing results.
You can disable demographics later if needed, but to enable new demographics after launch, you’ll need to contact the Culture Amp Product Support Team for help.
Small Group Visibility
If any demographic groups have fewer than five people, consider adding roll-up demographics (e.g., combining “Team” into “Department”) to increase visibility in reporting while still maintaining confidentiality.
Note: Demographic information for all participants is copied to the survey upon launch. From that moment, the demographic data is locked in and won't update in the survey view, even if you make changes to your overall account employee data. This is called the snapshot process. Check out our support guide for more information.
Participants
Participant List
Confirm the number of participants selected for the survey.
Ensure everyone who should get the survey is loaded into Culture Amp as a user and selected as a participant.
If you accidentally miss someone, don't worry! You can always add them later.
Last Data Upload
Check the date of the most recent user data upload from your Account settings > Import history page. Ensure there were no issues or missing fields.
If anything seems off (e.g., missing managers, incorrect emails), fix it before launching.
Exclusion Date
Set an Exclusion Date if you’d like to filter out new hires (e.g., those who joined within the last 4–8 weeks). These employees may not have enough experience to give informed feedback.
Confidentiality
Reporting Group Minimum
This setting defines the minimum group size required for results to appear in reports. For example, if it’s set to 3, data won’t be shown for any group with fewer than three respondents.
To balance confidentiality and visibility, we recommend:
A minimum of 3 for smaller organizations
A minimum of 5 for medium to large organizations
Comment Group Minimum
Applies to written feedback. This setting controls how written comments are displayed in reporting.
Indirect Reporting Protections
Choose the level of added protection (None, Basic, or Strong). This setting prevents indirect identification of participants based on combinations of demographic filters.
Tip: Check out our video training guidance for selecting the right settings for your population size.
Raw Data Extract
Enabling raw data allows access to individual-level data, which can compromise confidentiality.
For most engagement surveys, we recommend leaving this unchecked to preserve confidentiality.
If enabled, participants are notified through an additional note on the Reporting Rules page and Welcome Screen before taking the survey.
Communications
Customization
Have your survey communications been personalized to reflect your company’s tone and culture? You can personalize all email and Slack messages—except Reporting Rules, which can’t be edited.
Support Email
If no internal support contact is added, participant questions will default to support@cultureamp.com.
We recommend using an internal support contact so your employees know who to reach out to.
Launch Plan
Launch, Reminder, and Close Dates
Double-check your Launch, Reminder, and Close dates.
You can launch immediately or schedule the survey for a future date
The timezone is managed under Account settings.
Minimum Survey Duration
Keep your survey open for at least 10 business days to give everyone time to participate.
Closure Timing
Communicate a survey end date to employees, but set the actual close date for 2–3 days later to catch late responses without applying extra pressure.
Need Further Help?
Strategic Design Checklist for Engagement Surveys - for help with survey design and question selection
Survey Design FAQs – common questions about building your survey
Type "Ask a Person" in a Support conversation to chat with a Product Support Specialist.
💬 Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.