Search search
Help sections

How to conduct 360 feedback surveys?

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

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. 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

4. 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.
creating CSV file with contacts

Explanation of matrix

Example: [email protected] will be evaluated by 5 people. The survey will be sent to the client, subordinate, two coworkers and himself.

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.


5. 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.

6. Verify and 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.

7. Logic


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

  1. Add logic Hide block, choose B4Service.
  2. Press button + ADD LOGIC, and then CONTACT.
  3. Choose Relation from the first list and Client from the second.

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.

* Functionality is available in the Professional and Enterprise plan.