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How to conduct 360 feedback surveys?

This is a step by step manual for 360 surveys creation and management in SurveyLab.

  • Create survey
  • Use piping to personalize your survey
  • Logic
  • Create collector
  • Create a file with contacts
  • Import the file with contacts
  • Activate collector
     

1. Create survey

Create survey and add points for the answer choices. System will need this information for data aggregation and metrics calculation. 

2. Use piping to personalize your survey

Piping (or data inserting), enables dynamic changes of the survey based on the given answers or data assigned to the contact. When creating piping for 360-degree surveys write {relatedCustom1} instead of {custom1}. This way system will know that it needs to insert data from a contact that is being assessed.

Standard survey 360-degree survey
{firstName} {relatedFirstName}
{secondName} {relatedSecondName}
{email} {relatedEmail}
{phone} {relatedPhone}
{custom1} {relatedCustom1}
{custom2} {relatedCustom2}
{custom3} {relatedCustom3}
... ...
{custom8} {relatedCustom8}

Question with piping in 360-degree survey


3. Logic

EXAMPLE. To create logic according to Relations, for example, to hide block "B4 Service" for contacts group "Clients" :

  1. Add logic Hide block, choose B4 Service.
  2. Press button + ADD LOGIC, and then CONTACT.
  3. Choose Relation from the first list and Client from the second.
     

4. Create collector 

To create a new collector :

  1. Go to Collect responses page.
  2. Press the + ADD COLLECTOR button.
  3. Select option 360 feedback at the collector settings.
    360 feedback


5. Create a file with contacts

360-degree research starts with creating a .CSV, .XLSX (Excel) or .ODS (OpenOffice) file with contacts, for example in Excel.

360 Survey | Contacts template (Google docs) [D] Download
360 Survey | Contacts template (Excel) [D] Download

The file has to contain an "email" column with unique emails for every contact.
File with contacts

Explanation of matrix

EXAMPLE. In the example below Vincet will be evaluated by 4 people. The survey will be sent to the himselt, two coworkers and subordinate.

creating a CSV file with con tacts1
 

NOTE. Emails in the fields coworker, manager and subordinate can be separated by commas or enters. 

A table can be modified depending on your needs. The column order is optional. In order for the data to be imported correctly, you must enter the column names exactly as in the example.

 

6. Import the Excel file with contacts

To import the Excel file with contacts :

  1. Press Respondents button.
  2. Press + ADD CONTACTS button.
    Add contacts
  3. Press Import file and select the right file on your computer.
    Add contacts
  4. Match columns with contacts and press SAVE button.
     

7. Activate collector

To verify the correctness of previous steps, check if the number of contacts is the same as the number of planned survey dispatches.

If everything is correct, press Start collecting responses to activate the collector and send a survey invitation.

NOTE. If you started data collection don't remove your contacts from the collector. This action will deactivate all links send in the survey invitations to your respondents.

 

8. Reports

To view 360 reports :

  1. Press Report list button.
  2. Select from the list report market as 360.

NOTES. 360 reports are normalized (take values between -100 and 100) and are calculated with the formula :

gained number of points
             ------------------------------------------   x 100
max number of points

* Functionality is available in the Professional and Enterprise plan.