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Engagement Survey Pre-Launch Checklist

Prepare for your Engagement surveys with our Engagement Survey Pre-Launch Checklist!

Jessie Walsh avatar
Written by Jessie Walsh
Updated today

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

Inclusion or Wellness Questions

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

Index Factor

  • Ensure your Index Factor (typically “Engagement”) is set. This powers Impact/Driver Analysis to show what influences overall engagement.

Changes to Factors

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

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

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

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?



💬 Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.

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