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Entromy Survey Set-Up Process

This guide outlines the key steps involved in preparing and launching your Entromy survey.

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Written by Entromy Support
Updated over 3 months ago


Entromy Survey Setup Guide

This article outlines the key steps and timeline for successfully launching your Entromy organizational health survey.


Survey Launch Overview

Before launching your survey, it’s helpful to understand the general process and what to expect throughout the setup and survey period.

Key Survey Milestones:

  • Finalizing survey content and participants

  • Preparing launch communications

  • Whitelisting Entromy for email delivery

  • Launching and monitoring your survey

  • Reviewing insights and reporting


What You’ll Need to Provide

To initiate setup, please gather and send the following components:

1. Final Question List

Overview:
Entromy’s standard Organizational Health Baseline includes expertly curated questions that cover strategy, leadership, communication, engagement, and more. You may tailor the list slightly if needed, but we recommend using the default set for consistency and benchmarking.

File Details:

  • Question Text: The full question shown to participants

  • Key Terms: Short themes (2–5 words) for high-level reporting

  • Category: Helps group questions into themes in the final report

  • Question Type: Includes ‘fixed answer,’ ‘statement,’ or ‘list select’


2. Participant List

Please include:

  • First name, last name, and email (required)

  • Any other useful data for filtering results (e.g., department, location, manager)

Make sure all data columns are filled out completely and consistently.


3. Survey Communications

We recommend preparing:

  • Internal announcement emails (pre-launch)

  • Launch email copy (sent by Entromy)

  • Reminder emails (sent by Entromy)

  • Post-survey thank you notes

All communications are customizable.


4. IT Whitelisting (Safe Sender Setup)

To ensure email delivery, ask your IT team to whitelist the following Entromy addresses:


Next Steps

  • Send us the names and emails of team members who need platform access

  • Share this article with anyone helping with survey preparation


Optional Prep: Kick-Off Discussion Topics

During our onboarding call, we’ll align on:

  • Survey goals and title

  • Participant count and demographics

  • Need for translations or non-email distribution

  • Target launch date


Additional Resources

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