Setting up a Themed Series

 

Overview

• Themed Series offers Admins an easy way to plan their survey strategy by providing collections of surveys that are intended to measure and get feedback on a larger, more comprehensive theme. Admins can use our templated series, customize a cadence and set up multiple surveys at a time.
• Themed Series offers Admins flexibility in choosing the content and the cadence that is most relevant for their organization.

Where to find the Themed Series feature

Themed Series is located on the TINYpulse Manage Surveys page. 

Click on ‘Create Survey’ and then choose between creating a new survey or a Themed Series from the drop-down menu. 

Available Themed Series

Currently, there are two Themed Series templates; Employee Engagement and Starter Default. Both are proprietary survey strategies catering to different organizational needs by offering a comprehensive strategy that you can schedule throughout the whole year.

The Employee Engagement series starts with the diagnostic Employee Engagement survey that includes Key Driver Analysis, Groups to Focus analysis, Engagement x Attrition quadrant analysis, Follow-up Questions recommendations, and Actions recommendations. 

With the collected data and recommendations, you can quickly brainstorm and decide which questions to ask next and which actions to take within varying groups. The series already includes placeholder surveys for you to fill out the recommended follow-up questions. 

The series is structured by introducing a broad diagnostic survey first so that you can make sure that all important topics are covered. Then based on the statistical analyses, the following surveys will help you narrow in on the highest ROI (return on investment) topics that are uniquely specific to your organization. 

The Employee Engagement series also includes Engagement Index questions. These questions help to monitor and check on your organization’s engagement level every quarter, similar to how you would track important business metrics like revenue and cost. 

For proper statistical analyses of the Employee Engagement series, it is recommended for use in organizations with at least 50-100 employees.

The Starter Default series consists of 40+ single questions about multiple organizational topics. This series is generally recommended for organizations that have less than 50 employees. 

Consider this series a merry-go-round strategy. If your organization favors just single-question surveys, or your organization wants to check in on and maintain all topics with evenly distributed efforts and budgets, the Starter Default series is a great choice. 

How to use

Go to Manager Surveys, click on ‘Create Survey’ in the top right corner, and choose ‘Themed Series’.

Choose a Themed Series from the drop-down menu and you will see the list of surveys in that series. 

Click on each survey to review the questions included in the survey.

You can choose the surveys you want to use by selecting the checkbox on the left side. 

Once you’re happy with the chosen surveys, set the cadence, duration, and start date for your series in the Settings area. 

 

Check out this example:

• Choose all the surveys in the Employee Engagement series
• Set the cadence to every two months
• The start date is on Wednesday, Jan 8, 2025. 
• Start time is 8:00 am and close time is 11:00 pm. 

That means, your Employee Engagement series will be sent out every other month on Wednesday, at 8:00 am and close at 11:00 pm starting on Jan 8, 2025. The remaining surveys that you’ve selected in the series will follow this continued cadence. 

By setting up a regular cadence and a set day of the week, it's easier for employees to anticipate the survey, ultimately leading to better participation numbers.

Once you’ve selected your settings, click on Generate. Your surveys will be generated as drafts on the Manage Surveys page. From there, you’ll be able to make edits to the surveys such as survey name, audience, send date, email, and more. If you wish to change the survey order, simply drag and drop the surveys within the list. To learn more about how to edit a survey, visit the help doc about Manage Engage Surveys.