Before launching your survey, it's critical to confirm that everything has been configured correctly. This phase exists to catch issues before they impact participants or reporting.
Most problems that surface after launch can be traced back to something missed here.
This article is part of the Entromy onboarding journey. Make sure you've completed Phase 2: Configuring Your First Entromy Survey before continuing.
What this phase is (and why it matters)
This phase is a validation step.
You are:
Reviewing configuration decisions
Confirming logistics and automation behavior
Ensuring nothing foundational was overlooked
You are not:
Rethinking survey strategy
Adding or changing questions
Launching the survey yet
Treat this as your final checkpoint before going live.
1️⃣ Basics Review (Required)
Before reviewing demographics, participants, or communications, confirm that all settings in the Basics tab have been intentionally reviewed.
Survey identity
☐ Internal survey name is clear and recognizable (Example: Jan 2026 ABC Feedback Survey)
☐ Participant-facing survey title aligns with launch communications
This is what participants see first — unclear titles can reduce trust and participation.
Survey schedule & timing
☐ Survey launch behavior is correct (immediate vs. scheduled)
☐ Survey close date is intentional and realistic
☐ Time zone is correct for your participant population
Language & translation review
☐ All required survey languages are selected
☐ Language selection matches your participant population
☐ All auto-translated content has been reviewed, including:
Survey questions
Survey title
Launch and reminder emails
Automated reminders & survey settings
☐ Automated reminders are intentionally enabled or disabled
☐ Reminder frequency and behavior have been reviewed and selected
☐ Survey settings are confirmed, including:
Reporting threshold
Crowdsourcing
Collaboration / nomination settings
Reminder behavior and survey settings defined here directly affect both the participant experience and reporting outcomes.
2️⃣ Demographic & Privacy Readiness
Demographics and privacy thresholds directly impact how results are displayed and who can see them.
☐ Required demographics are configured (e.g., Location, Role, Department, Title, Hire Date)
☐ Demographic values are accurate and consistently formatted
☐ Privacy threshold behavior is confirmed for each demographic cut
☐ Low-response groups have been identified and bucketed appropriately
Related reading:
3️⃣ Users, Roles & Access
Before launching, confirm that roles and ownership are assigned intentionally.
Entromy supports the following role types:
Role | Purpose | Required? |
Organization Admin | Full platform access and survey control | Required |
Survey Admin | Delegated survey setup or execution | Optional |
Report Viewer (Manager Access) | Read-only access to reports | Optional |
Participant | Survey respondent | Required |
Only the Organization Admin role is required. Survey Admin and Report Viewer roles should be used only when responsibilities need to be separated.
Pre-launch role checklist
☐ At least one Organization Admin is assigned
☐ Survey Admin is assigned if survey setup or execution is being delegated (optional)
☐ Report Viewer (Manager Access) is assigned for read-only reporting access (optional)
☐ Survey execution owner is clearly identified
☐ Reporting and insights owner is clearly identified
Even when optional roles are not used, ownership must still be clear.
4️⃣ Participant Readiness
Before launch, confirm that participant setup is complete.
☐ Participant list has been created and reviewed using the Entromy participant template
☐ You know where and how participation will be monitored after launch
5️⃣ Communication & Launch Readiness
Confirm that all participant-facing communications are finalized.
☐ Launch messaging reviewed and finalized
☐ Reminder message reviewed and finalized
☐ Welcome message created and finalized (optional)
☐ Thank-you message created and finalized (optional)
☐ Text message created and finalized (optional — SMS launches only)
☐ Kiosk message reviewed and finalized (optional — kiosk launches only)
☐ Kiosk QR code and URL acquired and internal signage prepared (optional — kiosk launches only)
☐ Whitelisting confirmed
☐ For 360 surveys: parent vs. child survey behavior is understood
Note on parent vs. child 360 surveys: In Entromy, a 360 initiative uses a parent survey to manage all communications and reminders. Child surveys are linked to individuals being reviewed. All launches and reminders should be sent from the parent — not from individual child surveys. Sending from the wrong level can cause duplicate or inconsistent communications.
☐ Internal expectations for participation monitoring are aligned
Final Readiness Check
Before launching, confirm:
☐ All Basics settings were intentionally reviewed
☐ Configuration decisions align with survey objectives
☐ Reporting and privacy behavior are understood
☐ Roles, ownership, and escalation paths are clear
If anything above feels uncertain, resolve it before launching.
Next step
Proceed to Phase 4: Launching & Managing Participation to send your survey and monitor responses.