Help Centre

Create, publish and send a staff survey

Build a survey with the same field types as your careers form, choose who gets it, and send it by email or text.

Build it

  1. Click Staff Survey, then New survey.
  2. Give it a name and set the Due date — when responses close.
  3. Under Survey audience & delivery, choose who receives it — All active staff, Specific role(s) or Specific person(s) — and how to send the link: Email, SMS or Email + SMS.
  4. In the Survey form designer, add each question: type the label, pick a type (Short text, Paragraph, Email, Date, Dropdown, Radio, Checkboxes or Single checkbox), give it a category, tick Required if needed, and click Add field.
  5. Drag the grip to reorder questions. Set the colours and font under Theme. The Live preview shows what staff will see.

Drafts save automatically as you work. Save draft just confirms it.

Publish it

Click Publish (locks editing). Once published, the questions can't be changed — so check the preview first. (A draft you no longer need can be removed with Delete draft.)

Send it

  1. Open the published survey from the Staff Survey list.
  2. Click Send survey link, then Send link to N recipient(s).
  3. A message shows how many were sent and how many failed (for example, someone with no mobile when sending by SMS).

Staff answer on a simple page with no login. Giving their name is optional, so surveys can be anonymous.

Note: The survey link can be used more than once by anyone who has it. Send it only to your staff.

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Last reviewed 2026-10-13.