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Creating and Managing Survey Questions and Templates

This document describes how to create individual survey questions, use the AI Question Generator, build a custom survey template, and generate a full AI-powered template within the Surveys module.

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Step 1: Open the Survey Library

Navigate to the Surveys section from the sidebar and click on the Library tab.

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Step 2: Create a New Question

Switch to the Questions sub‑tab and click Create New Question.

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Step 3: Configure the Question Text and Type

Type your survey question in the question field, then select Scale 1 to 10 as the question type.

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Step 4: Set Usage Type

Set the Usage Type for this question to Improvement and Development so it is categorized correctly.

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Step 5: Apply Labels and Save the Question

Search for and select the Growth and Development label for this question to improve discoverability and organization.

When the configuration is complete, click the Create button to save your new question to the library.

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Step 6: Generate Questions with AI

Open the AI Question Generator, select Team Collaboration as the topic, and click Generate Questions to produce relevant suggestions.

After reviewing the AI-generated questions, click Import Selected to add the chosen items to your question library.

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Step 7: Start a New Survey Template

Switch back to the Templates tab and click the Create New Template button.

Enter Learning and Growth Survey as the template name and select the appropriate template type. Then click Next to proceed to the sections and questions configuration.

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Step 8: Add and Name a Section

Add a new section within the template and title it Employee Development to organize related questions.

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Step 9: Add Questions from the Library

Browse your question library and click Add to include relevant questions in the Employee Development section.

Continue selecting and adding additional questions from the library to complete your survey template, ensuring that all key areas of employee development are covered.

Once satisfied with the selection, click the Create Template button to finalize and save your custom survey template.

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Step 10: Generate and Import an AI Template

Use the AI Template Generator, specifying the Sales department and the desired engagement type, then click Generate Template to create a comprehensive survey automatically.

Review the AI-generated template and click Import to save it to your list of available templates.