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
- View report
1. Create survey
Create a 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 (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 {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} |
| ... | ... |
| {custom8} | {assessedPersonCustom8} |
3. Logic
EXAMPLE. To create logic according to Relations, for example, to hide block "B4 Service" for contacts group "Clients" :
- Add logic Hide block, choose B4 Service.
- Press button + ADD LOGIC, and then CONTACT.
- Choose Relation from the first list and Client from the second.
4. Create collector
To create a new collector :
- Go to Collect responses page.
- Press the + ADD COLLECTOR button.
- Select option 360 feedback at the collector settings.
5. Create a file with contacts
360-degree research starts with creating a .CSV, .XLSX (Excel) or .ODS (OpenOffice) file with contacts.
| 360 Survey | Contacts template (Google docs) | ![[D]](/UserFiles/640d81fbf8d6/Image/ico_material/baseline_cloud_download_black_18dp.png) Download |
| 360 Survey | Contacts template (Excel) | Download |
The file has to contain an "Email" column with unique emails for each contact.
Explanation of matrix
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.
6. Import the Excel file with contacts
To import the Excel file with contacts :
- Press Respondents button.
- Press + ADD CONTACTS button.
- Press Import file and select the right file on your computer.
- 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 sent in the survey invitations to your respondents.
8. Reports
To view 360 reports :
- Press Report list button.
- 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 :
------------------------------------------ x 100
max number of points
Functionality is available in the Professional and Enterprise plan.
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