Step 1: Survey information

This is the first step in the create survey process. It allows you to enter basic survey information and gives you the option to personalise the survey with your own branding.

This step contains:

• Survey name: Enter a name for your survey. This will be included in your survey invitation and reminder emails.

• Survey goals: (for Build Your Own templates only) Add 1 to 3 survey goals explaining what you'd like to achieve with your survey. This can be used to suggest questions in Step 3. Learn how to write effective survey goals.

• Survey logo: Add a logo. This will appear on the survey welcome page and at the top of the survey. It helps visually confirm who is running the survey.

• Survey colour: Set the hex colour. This colour will be used in the survey and helps align with your branding.

• Dates: Set the start and end date/times for your survey.

Are you running a Leadership Effectiveness 360 survey?

Start and end date/times are not set here for Leadership Effectiveness 360 surveys. They're set during the Participants step. During that step, you will be able to set them for each leader's feedback group.