Finalise communications for data capture. If you are using the survey, you can use this comms template as a guide:
Anonymous survey (TBA)
Create a survey action This is what a Beamible survey looks like for participants (for the project team).
Set up a campaign Setting up a campaign
Send a test survey to make sure all activities, tags and categories appear how you’d like them to. Use this survey best practice checklist.
Check all elements are correct prior to sending. Pre-survey checklist.
Launch the survey.
Named survey: you do this by adding the emails of participants directly into your campaign in the Beamible app (how to video)
Anonymised surveys: generate unique links using Beamible to share the survey via a mail merge. (checklist TBA)
For Participants wondering how to complete their survey, use this how to video.
Analyse results as they roll in. Use this manager dashboard video to help you navigate the insights in the ‘insights tab’.
Close the survey (TBA)
Outcomes
Survey insights
Report: Opportunities for the survey group
Baseline roles are measured to understand the work