☐ Primary Email Sender: Ensure your company name or internal Point of Contact (PoC) is added as the Sender for all email communications through the platform.

☐ Timezone: Double-check that your company's time zone is correctly set to avoid any scheduling discrepancies.

☐ Account Logo: This logo will be used in the survey communications, welcome screen, as well as the survey itself, unless a different logo is uploaded on the survey itself.

☐ Slack or MS Teams Notifications: If you use Slack or Microsoft Teams for additional communications, consider integrating them with our platform for survey communications. Check out our guides below for further information:

☐ Survey Name: When it comes to naming surveys, some companies get creative, which can make things a bit more interesting. Another idea is to include the survey's expected timing, like 'Engagement Survey H2 2024'.

☐ Survey Logo: By default, all surveys will display the account logo. But if you prefer, you can upload a different logo specifically for your survey from the survey Settings page.

☐ Question Design: Ensure you have worked through the Survey Strategy Checklist to cover any survey strategy and design action items before moving on.

☐ Factors: Before launching your survey, make sure to assign all rating and select style questions to a factor. This ensures they'll display in your survey reporting view. You can assign questions to factors at any time, even after the survey has launched or closed, but it's best practice to do so before launch to prevent any confusion. You can easily check which questions still need assignment under the "unassigned questions" section on your Reporting factors page.

☐ Index Factor: This designates which Factor is used in Impact/Driver Analysis, showing which questions 'drive' the index Factor. Usually, this is Engagement. To learn more about our Factors, check out our Culture Amp Training Courses.

☐ Existing Demographics: If you're unsure which demographics to include in your survey, take a look at our employee data template here. It's a fantastic place to start! The demographics you select can help you analyze the data and generate reports. Consider what types of reports you'd like to create, such as by department, manager, or location. If necessary, upload new combinations of demographics to facilitate the desired filtering options for your results.

☐ Demographics: Before launching the survey, make sure to choose all the demographics you want as filters. After the survey is live, you can disable demographics if needed, but to enable new ones, you will need to reach out to our Culture Amp Product Support Team for assistance.

☐ Participants: By default, no one is automatically selected for the survey as a participant before it's launched. So, before you can hit that launch button, make sure you choose the survey participants. If you accidentally miss someone, don't worry! You can always add them later. Just remember, everyone you want to include must be loaded into Culture Amp as a user. For more info on selecting participants before launching the survey, check out our support guide.

☐ Reporting Group Minimums: Make sure to set and review your reporting group minimums before launching the survey. Once the survey is live, this info is locked and the reporting minimums cannot be changed. Remember, the reporting group minimum is the smallest number you can filter down to in reporting. The indirect reporting protection number adds an extra layer of protection on top of your minimum reporting group number. It helps to protect participant responses from indirect identification. Be sure to check out our Confidentiality Protections in Reporting support guide for more info on how these settings can impact your reporting.

☐ Raw Data: Usually, raw data remains unchecked in engagement surveys to encourage open and honest feedback from employees. If you would like a raw data extract of your survey results, make sure to check this option before launching your survey as it cannot be enabled once the survey is live. This will let participants know that raw data is enabled before they take the survey, through an additional note on the Reporting Rules page, Welcome Screen, and emails. The purpose of this message is to be transparent with respondents about how their responses may be reported.

☐ Communications: Personalize your communications by adjusting them from the surveys Communications page. You can customize all email and Slack messages, except Reporting Rules, which are non-editable. Check out our support guidance for further information:

☐ Sender Name: Like we mentioned in the Account Setup section, we recommend editing the email sender name to personalize what employees first see when they receive survey email communications.

☐ Support Contact: You can also include a Support Email and Contact Name for any participant inquiries related to the survey, such as issues with survey access. If you leave the support email blank, all queries will be directed to support@cultureamp.com.

☐ Survey Launch, Reminders and Closure Dates: A survey can be launched immediately, or can be scheduled for a future date and time. Learn more.

☐ Timezone: The timezone used for launching the survey, and sending reminder emails is displayed adjacent to the time, and can be changed by an Account Administrator on the Account settings page.

☐ Communicated Closure: While you can communicate closure, we recommend waiting 1-2 days before actually closing the survey (Under "Close Date"). This allows stragglers a bit of extra time before the survey actually closes.

Explore our Survey Strategy Checklist for detailed guidance on the design elements of your survey.

Discover answers to common questions about designing your survey in our Survey Design FAQs.

Alternatively contact your customer success coach for further help in reviewing your survey. If you don't have a coach, just reply with "Ask a Person" in a Support conversation to speak with a Product Support Specialist.