Engage Library

In the Engage Library, you can manage and create surveys, dimensions, questions, and response scales which are used in feedback campaigns. Manage each of these items by clicking the corresponding tab at the top of the page.

To access the Engage Library, go to admin > tools > engage management Then click Dimensions, Questions, Response Scales, or Surveys.

Dimensions

The Dimensions tab allows you to view the system dimensions, which are used to organize your survey questions and control the reporting dashboard aggregation. Satisfaction, Engagement, and Commitment dimensions aggregate to the corresponding reporting tabs and are used to calculate overall scores and trend lines. Individual, Team, Organization, and Open Ended dimensions contain questions that do not directly measure Satisfaction, Engagement, and Commitment, but instead provide context to better understand overall scores. These dimensions include the Driver questions. You cannot copy, edit, or delete Dimensions in the Engage Library..

Note: It is not currently possible to create new dimensions. This functionality will be made available in a future release.

When the Dimensions tab is selected, you can search for existing dimensions using the Search bar. You can also filter existing dimensions by the following criteria:

  • Dimension - Allows you to sort the dimension search results by dimension name or ID

In the dimensions table, each existing dimension displays with the following information:

  • Dimension Name - The name of the dimension
  • Dimension Type- The type of dimension
  • Created By - The creator of the dimension
  • ID - The ID number of the dimension
  • Active - Displays whether or not the dimension is active (Yes or No)

Questions

The Questions tab allows you to create and manage the questions which can be used in surveys. Survey questions must first be created in order to build a survey.

When the Surveys tab is selected, you can search for existing surveys using the Search bar. You can also filter existing surveys by the following criteria:

  • Dimension- Allows you to select a dimension and view only questions associated with that dimension. Available dimension choices depend on what dimensions you have created via the Dimensions tab
  • Status - Allows you to filter for Active or Inactive questions
  • Question Criteria - Allows you to sort the question search results by Question name or Question ID

In the survey table, up to 20 existing questions display. You can access additional search results by clicking the search result page numbers. Existing questions display with the following information:

  • Question Text - The name of the question
  • Dimension - The dimension associated with the question
  • Type - The type of the question (smiley or open-ended)
  • Default Language - The language selected for the question
  • Created By - The creator of the question
  • ID - The ID number of the question
  • Active - Whether or not the question is currently active (Yes or No)
  • Options - Allows you to manage existing questions using the following options, if available:
    • Edit - Allows you to make changes to existing questions. Some fields cannot be changed if the question is being used in a survey. You will receive a warning if the question is being used in a survey.
    • Delete - Allows you to delete a question. This option is only available for questions which are not yet being used in a survey.
    • Copy - Allows you to create a new question by copying an existing campaign. Changes can be made to the copy without impacting the original.

To create a new question, click the Create Question button in the upper-right corner of the page. See Engage - Create Question.

Response Scales

To create and manage Response Scales, click the Response Scales tab on the Engage Library page. The following features are available on the Response Scales tab:

When the Response Scales tab is selected, you can search for existing surveys using the Search bar. You can also filter existing surveys by the following criteria:

  • Active/Inactive Filter - Allows you to show only active response scales, only inactive response scales, or all response scales
  • Response Scale Filter - Allows you to filter the page by response scale name or by Response Scale ID

In the response scales table, up to 20 existing questions display. You can access additional search results by clicking the search result page numbers. Existing response scales display with the following information:

  • Response Scale Name - The name of the Response Scale
  • Type - The type of response scale (Smiley or Scale)
  • Response Options - The number of response options included in the scale
  • Created By - The creator of the Response Scale
  • ID - The identification code assigned to the Response Scale
  • Active - Displays whether or not the Response Scale is active (yes or no)
  • Options - The following options are available for existing Response Scales:
    • Edit - Allows you to make changes to a Response Scale
    • Delete - Allows you to delete a Response Scale (only available for Response Scales that are not currently being used in an Engage question)
    • Copy - Allows you to create a new response scale by copying an existing response scale. Changes can be made to the copy without impacting the original.

To create a new Response Scale, click the Create Response Scalebutton in the upper-right corner of the page. See Engage - Create Response Scale.

Surveys

By default, when you navigate to the Engage Library page, the Surveys tab is selected. The Surveys tab allows you to create and manage the surveys which can be attached to feedback campaigns. Surveys must be created before you can create a campaign, but survey questions must first be created in order to build a survey. See the Questions section below.

When the Surveys tab is selected, you can search for existing surveys using the Search bar. You can also filter existing surveys by the following criteria:

  • Survey Type - Allows you to select a survey type and view only surveys of that type. Available types include:
    • Satisfaction
    • Engagement
    • Commitment
  • Survey Method - Allows you to select a survey method and view only surveys of that type. Available types include:
    • All Methods
    • Standard
    • Mobile Pulse
  • Status - Allows you to filter for Active or Inactive surveys
  • Survey Criteria - Allows you to sort the survey search results by Survey name or Survey ID

In the survey table, up to 20 existing surveys display. You can access additional search results by clicking the search result page numbers. Existing surveys display with the following information:

  • Survey Name - The name of the survey
  • Dimension - The type of survey (Satisfaction, Engagement, or Commitment)
  • Created By - The administrator who created the survey
  • Mobile - Displays whether or not the survey is a mobile survey (Yes or No)
  • ID - The ID number of the survey
  • Active - Displays whether or not the survey is currently active (Yes or No)
  • Options - Allows you to manage surveys using the following options, if available:
    • Edit - Allows you to make changes to the survey. Keep in mind that the changes you make impact any currently running feedback campaigns. Some fields cannot be changed.
    • Delete - Allows you to delete a survey. This option is only available for surveys which are not yet associated with a campaign.
    • Copy - Allows you to create a new survey by copying an existing survey. Changes can be made to the copy without impacting the original.

To create a new survey, click the Create Survey button in the upper-right corner of the page. See Engage - Create Survey.