Once you've defined your survey objective and understand key concepts like dimensions and privacy thresholds, the next step is to configure your survey in Entromy.
This phase focuses on turning your decisions into a correctly configured survey — before anything is sent to participants.
This article is part of the Entromy onboarding journey. Make sure you've completed Phase 1: Understanding Survey Types, Dimensions, and Privacy Thresholds before continuing.
What Phase 2 is (and is not)
This phase is about configuration, not execution.
You are:
Selecting the right survey template
Finalizing questions
Applying dimensions correctly
Preparing the survey for launch
You are not:
Sending surveys yet
Generating reports
Chasing participation
That comes later.
Step 1: Select the appropriate survey template
Entromy provides pre-built survey templates designed for different objectives. These templates reflect best practices and are a strong starting point.
Based on your objective, you may choose:
Organizational Health Baseline (OHB)
Value Creation Plan (VCP)
Executive 360
Pulse survey
At this stage, focus on:
Confirming the template matches your objective
Reviewing the estimated survey length
Understanding the type of insight the template is designed to produce
Templates can be customized, but the underlying intent of the template should remain aligned with your goal.
Related reading:
Step 2: Review and finalize survey questions
Before configuring anything else, review the question set carefully.
Key considerations:
Does the length align with your audience and cadence?
Are open-ended and fixed-response questions balanced appropriately?
Are any questions unnecessary or out of scope for your objective?
Best practices:
Avoid adding questions "just in case"
Keep the survey focused on your original objective
Remember that longer surveys increase fatigue and drop-off
Once a survey is launched, question changes are limited — take time here.
Step 3: Configure dimensions intentionally
Dimensions allow you to analyze results across different groups, but they must be set up before launch.
When configuring dimensions:
Confirm which attributes you will use (e.g., department, role, region)
Limit dimensions to what you will actually analyze
Avoid over-segmenting small populations
Things to keep in mind:
Each additional dimension increases privacy constraints
Some combinations may not meet reporting thresholds
Missing or inconsistent dimension data can affect reports
Related reading:
Step 4: Assign roles and confirm access
Before moving closer to launch, confirm:
Who has Organization Admin or Survey Admin access
Who can edit surveys versus monitor participation
Who will be responsible for launch and reporting
Entromy supports the following role types:
Role | Purpose |
Organization Admin | Full platform access; required for all implementations |
Survey Admin | Delegated survey setup and execution (optional) |
Report Viewer (Manager Access) | Read-only reporting access (optional) |
Clear ownership prevents accidental changes, delays during launch, and confusion when issues arise. If multiple people are involved, align on responsibilities now.
Step 5: Review survey settings and readiness
At this point, your survey should be fully configured and aligned to your objective.
Before moving on, confirm:
☐ Survey name and description are clear
☐ Dimensions are correctly applied
☐ Roles and access are set
☐ You understand how participation will be tracked
You are not launching yet — that comes next.
How to know you're ready to move on
You're ready to proceed when:
☐ The survey template matches your objective
☐ Questions are finalized
☐ Dimensions are configured intentionally
☐ Organization Admin ownership is clear
If anything feels uncertain, resolve it before continuing.
Why Phase 2 matters
Most implementation issues happen because:
Surveys are launched before configuration is fully thought through
Dimensions are added without understanding thresholds
Ownership is unclear
Phase 2 is where those problems are prevented.
Next step
Complete the Phase 3: First-Time Admin Setup & Pre-Launch Checklist to validate readiness before launching your survey.