Skip to main content

Sending a survey

Learn how to send a survey in PI Diagnose, so you can begin to collect candid, anonymous data from employees at your organization.

Diagnose gives you several ways to send a created survey out to your organization or team.

Survey distribution methods

You can distribute a survey in one of two ways:

  • Survey participant file upload

  • Creating a quick link

Survey participant file upload

A survey participant file upload lets you track and monitor long-term engagement trends across your entire employee base.

This is done by uploading a spreadsheet containing organizational information to our server, so that we can anonymously and confidentially track your workforce’s engagement data over time.

Creating a quick link

Creating a quick link generates a universal link for a specific survey, along with a QR code leading to that URL, so you can then share that link or QR code with your employees.

How to send your survey

  1. Log in to the PI software.

  2. Select Diagnose from the top navigation bar.

  3. You will land on the Survey Center.

  4. Select the name of the survey draft you wish to send. (Or, if you don't have an existing draft, create a survey.)

  5. Select the Distribute tab.

  6. Select your distribution method.

  7. Follow the instructions for your specific sending method:

Note: Diagnose survey emails are sent from <[email protected]>.

If you haven't already, we recommend safelisting this email so the survey emails don't accidentally go to employees' spam folders.

FAQs

What email address does PI use to send Diagnose surveys?

Diagnose survey emails are sent from <[email protected]>.

If you haven't already, we recommend safelisting this email so the survey emails don't accidentally go to employees' spam folders.

Is it possible to add an employee to a survey that is already live?

No, it is not currently possible to add participants to a survey once it is live.

Tip: Would you find value in this functionality? Let us know by submitting product feedback.

Are there recommended comms we can send to our employee base ahead of the XP Survey?

Yes. Here are some email templates you can use to introduce the XP Survey to your team:

Are there recommended comms we can send to our employee base after (or shortly before) the XP Survey closes?

We do not have specific email templates post-XP Survey. However, your downloadable Organization Action Plan contains tips and recommended messaging for how to communicate next steps to your employee base.

Our XP Survey is about to close. Are there recommended resources on how to take action on the results?

Yes. Here are some resources to help you in the days and weeks following your XP Survey:

Additional support


Did this answer your question?