This is a step-by-step manual for 360 surveys creation and management in SurveyLab.
Create a survey and add points for the answer choices. System will need this information for data aggregation and metrics calculation.
Divide survey into pages. System will use this information to create groups (eg. leadership, strategy, focus on results, ...) and present them on the spiders' graph.
Piping (Data inserting), enables dynamic changes in the survey based on the given answers or data assigned to the contact. When creating piping for 360-degree surveys write {assessedPersonCustom1} instead of {custom1}. This way system will know that it needs to insert data from a contact that is being assessed.
Standard survey (Feedback provider data) |
360-degree survey (Assessed person data) |
---|---|
{firstName} | {assessedPersonFirstName} |
{lastName} | {assessedPersonLastName} |
{email} | {assessedPersonEmail} |
{phone} | {assessedPersonPhone} |
{custom1} | {assessedPersonCustom1} |
{custom2} | {assessedPersonCustom2} |
{custom3} | {assessedPersonCustom3} |
{custom4} | {assessedPersonCustom4} |
{custom5} | {assessedPersonCustom5} |
{custom6} | {assessedPersonCustom6} |
{custom7} | {assessedPersonCustom7} |
{custom8} | {assessedPersonCustom8} |
EXAMPLE. To create logic according to Relations, for example, to hide block "B4 Service" for contacts group "Clients" :
To create a new collector :
360-degree research starts with creating a .CSV, .XLSX (Excel) or .ODS (OpenOffice) file with contacts.
360 Survey | Contacts template (Google docs) | ![]() |
360 Survey | Contacts template (Excel) | ![]() |
The file has to contain an "Email" column with unique emails for each contact.
EXAMPLE. In the example below Vincent will be evaluated by 4 people. The survey will be sent to himself, two coworkers, and a subordinate.
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.
To import the Excel file with contacts :
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 sent in the survey invitations to your respondents.
To view 360 reports :
NOTES. 360 reports are normalized (take values between -100 and 100) and are calculated with the formula :
Functionality is available in the Professional and Enterprise plan.
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