Step 2: Survey settings

This is the second step in the create survey process. It contains a series of toggles that you can turn on or off based on the type of survey you're running.

The toggles on the settings page are:

✨ Enable AI for reporting: Access time-saving features powered by AI like the Insights Dashboard and (if you have the Advanced Text Analysis upgrade) sentiment and topic categorisation for comments.
💡 Did you know? You can enable AI for reporting if your survey is in draft, pending, or active. However, once you turn it on for an active survey, it can't be turned off again.
💡 Want to upgrade? If you'd like access to Advanced Text Analysis, please contact your Customer Success Representative or email customersuccess@askyourteam.com
Enable test survey mode: If you're running a test or demo survey, you will need to enable test survey mode.
Enable ongoing survey mode: Access a report designed especially for ongoing surveys. This report is called the Over Time report. It shows you how results change over time.
Allow participants to export their responses: Give participants the option to email themselves a copy of their responses when they complete the survey and generate the Thank You page. Participants (excluding kiosk participants) will receive an email with a link to download a PDF. The link will expire 7 days from being sent to protect their privacy.
Generate public link and QR code: Generate a single link to your survey that can be shared with many people. It will also generate a QR code which you can download and use on promotional materials, like posters.
Generate kiosk link: Generate a single link that allows participants to take the survey in kiosk mode. Kiosk mode changes the survey-taking process slightly so that it can be used in a public setting, like a reception area. Learn more about kiosk mode.

Can't see 'Enable AI for reporting'?

Your organisation might have opt-ed out of AI features at an account level. This means you can't enable it for surveys.
Check your survey template. You can't enable AI for ongoing surveys (like Onboarding or Offboarding) or Leadership Effectiveness surveys.

Generating a link?

If you select any generate link option, you will need to choose self-select demographics to support survey reporting.

You will also be asked to enter the total number of participants you expect to take your survey. This is an estimate that you can change anytime.

We ask for this number to help us calculate the participation rate for surveys using a public or kiosk link. Learn more about participation rates and the participation report.

Running a Leadership Effectiveness 360 survey?

If you're running a Leadership Effectiveness 360 survey, you will have access to an additional setting: Adjust minimum threshold to view results.

This is a privacy setting. It allows you to adjust the number of responses needed from the leader's feedback group in order to view results. We recommend setting it at at least 5, but you can make it higher or as low as 3. If you included Manager as a Feedback Group, it will be excluded from this setting as it has a fixed threshold of 1.