If you're new to Entromy, start here before jumping into individual how-to articles. This page explains:
Who should do what
What order things happen in
Where things commonly go wrong
How to know you're on track
Who this guide is for
This guide is intended for:
Organization Admins and Survey Admins setting up Entromy
Program owners (HR, People Ops, Leaders)
Customers implementing Entromy with or without CS support
If you are a survey participant, you do not need this guide.
The Entromy implementation journey (at a glance)
Most successful Entromy implementations follow the same high-level flow:
Define your objective — Organizational Health Baseline (OHB), Pulse survey, Value Creation Plan (VCP), or 360
Configure your survey — Questions, dimensions, and privacy thresholds
Prepare participants — User file, roles and permissions, communication plan
Launch and monitor — Send surveys, track participation, send reminders correctly
Analyze results and take action — Generate reports, interpret insights, share results responsibly
Optimize — Refine your approach based on results and lessons learned
The articles in this Help Center map directly to each of these steps.
What to do first (don't skip this)
Before creating or launching anything in the platform, make sure you understand:
What type of survey you're running (OHB, Pulse, VCP, or 360)
Who owns setup versus execution
How dimensions and privacy thresholds affect reporting
Recommended next reads:
Skipping this context is the #1 reason implementations need rework later.
Common mistakes to avoid
Here are a few issues we see frequently during first-time implementations:
Launching a survey before validating dimensions
Expecting reports to generate when privacy thresholds aren't met
Sending reminders from the wrong survey level (parent vs. child 360)
Jumping straight to reporting without confirming participation health
If something doesn't look right, it's usually due to setup — not a bug.
How to know you're set up correctly
You're generally on track when:
Your survey is configured with the right questions and dimensions
Admin roles are clearly assigned
Participants can access the platform as expected
Participation tracking reflects what you expect to see
Before launch, we strongly recommend completing the Pre-Launch Checklist (Phase 3) to confirm nothing critical was missed.
When to self-serve vs. contact Support
Many questions can be answered directly in this Help Center, especially around:
Survey setup
Reporting behavior
Participation tracking
You should contact Support if:
You believe data is missing unexpectedly
A live survey is blocked or time-sensitive
You're unsure whether an issue is a configuration problem or system behavior
Reach out at support@entromy.com if needed.
Where to go next
Follow the phases in order for the smoothest implementation experience:
Where you are | Go to |
Just getting started | |
Ready to configure | |
About to launch | |
Survey is live | |
Reviewing results | |
Optimizing your program |
Final tip
Entromy is most effective when setup decisions are made intentionally and early. Spending a little extra time upfront saves significant effort later.
You're in the right place — use this Help Center as your guide.