How to set up and launch a survey
The Entromy platform makes it simple to launch a 360 survey in just 6 easy steps: Basics, Questions, Participants, Communication, Manager Review (optional) and Preview & Launch.
🚀 Step 0: Start the Survey Creation Flow
Navigate to Surveys at https://live.entromy.com/surveys.
Choose Executive 360 or Leadership 360 survey and click the green “Add Survey” button.
Choose a question set:
Click Preview > Preview Survey to view the survey.
Click Select to import it into your new survey.
For custom surveys, choose "Custom Survey" to upload your own question set.
📝 Step 1: Complete the Basics
Once you’ve selected a survey, you’ll be redirected to Step 1: Basics. Here, you can edit the survey name, the participant-facing title, set the survey close date (including day, time, and time zone), and choose the languages you’d like to support. When you're done, click "Save & Continue" at the bottom of the page.
A few things to keep in mind:
You can change or extend the survey close date at any time
❓ Step 2: Add and Customize Your Questions
This is where you’ll define which questions appear in your survey. If you’ve selected one of Entromy’s pre-populated question sets, the questions will appear automatically.
You can edit a question by clicking directly on it, rearrange them by dragging and dropping, or remove a question by clicking the “x” on the right.
If you’ve chosen to build a custom surveyor if you’d like to add additional questions, you have a couple of options:
Option 1: Using the Add Questions feature
This is a great option if you're adding a small number of questions. To add a large number of questions to your survey, refer to option 2 below.
Click the green "Add Questions" button. Here, you'll see a list of all questions currently included in your survey. Start typing your new question in the box, then click the "add" option:
You'll then be able to customize your new question. Click here to learn more about question types.
Option 2: Bulk uploading new questions
If you're creating a custom survey and have a lot of questions you'd like to add, this option is for you. Start by downloading the questions template, as shown here:
Within the template file is a set of instructions for how to configure your questions. Once your file is complete, add the questions to your survey by clicking the "Import Questions" button as shown above. Click "Save & Continue" at the bottom of the screen.
A few things to keep in mind:
After uploading, adding, or editing questions for your survey, you can Preview them to see how they will appear to participants. We’ve also introduced the ability to Preview the survey based on specific demographics. This is especially useful if you’re using conditional questions or displaying certain questions to specific groups (e.g. leadership team, a specific location, or participants who provided certain answers to previous questions).
👥 Step 3: Add Participants
Now that your survey questions have been added, it's time to define who should receive your survey. Find more details about Participants step in this article.
Method 1: Adding Feedback Providers One by One from the UI
Select Add Participants.
Choose from the organization list if the user already exists in your Entromy org, or select Create New to add a new user.
Search for individuals and assign their roles (recipient or provider).
Select the relationship between the feedback provider and the recipient.
Save the changes and continue to finalize the setup.
Method 2: Downloading the Participant Template
Under Basics, name your survey, select the survey close date and time, then click Save and Continue before proceeding to download the participant template.
Navigate to the Participant section of the survey setup.
Download the participant template from the provided link.
The template includes instructions and the actual template with rows for each review instance.
Filling Out the Participant Template
Enter the first name, last name, and email address of each individual receiving feedback in columns A–C.
Enter the feedback provider’s information in columns D–F, along with the relationship designation.
Complete the manager review section if applicable; otherwise, leave it blank.
📨 Step 4: Configure your initial launch and reminder communications
When you launch your survey, an email notification will be sent to each of your participants. On this screen, you can edit the "Initial Survey Email" fields to customize this email:
A few days after your survey launches, you may wish to send a reminder to participants who have not yet responded. You can edit your "Reminder Email" fields on this screen as well. You'll have the option to review and edit these email notifications once more before you launch.
Click "Save & Continue" at the bottom of the screen.
🔒 Step 5: Manager Review (optional)
The Manager Review section can be a separate component of the 360 feedback process. It allows managers who are typically the most familiar with an employee’s day-to-day work to provide insights on the employee’s strengths, areas for improvement, and growth potential.
Steps to Complete the Manager Review Setup:
Select Manager
Click + Add manager to assign a manager responsible for reviewing each direct report. You must select at least one manager for this section to be activated.Add Manager Questions
Use the + Add manager questions button to include specific questions that the manager should answer during the review. These questions help guide the feedback process and ensure consistency.Review Communication
Click on Preview manager communication to review the message that will be sent to managers. This ensures the message is clear, aligned with expectations, and can be customized if necessary.Define a Deadline
Set the deadline by which managers must complete their reviews. After this date:Managers will still be able to access the platform and download reports.
However, they will no longer be able to edit their review responses.
The deadline can be selected using the date picker provided under “Deadline for managers to complete direct reports review in platform.
🔒 Step 6: Finalize Launch Details
Now's the time to confirm your survey setup, send yourself a preview email, and launch!
If you'd like to make any changes, navigate to the applicable area using steps 1-6. Be sure to click "Save & Continue" after making any adjustments.
Before launching, send yourself a preview email by clicking "Receive Preview Email" at the bottom of this screen:
After a few moments, a preview email will arrive in your inbox. Please check this email for accuracy and completeness; please also click the survey link to verify everything's configured as you like.
If everything looks good, click the green "Launch Survey" button to deploy the survey to your participants!
Read on for ongoing survey management and post-survey action planning.