Ask people a question

A survey in CoVince is a few questions with a link: people answer one question at a time, and the results page counts it up, exports it and can summarise it. Next to it sit Decision (a proposal people vote on) and Date poll (which day suits).

Competence - find out what people know and think - 6 min. You need: a journey

Nothing is sent until you share the link. Reading this page changes nothing.

A survey question as the person answering sees it: question 1 of 2 with three answers to pick from
This is what people see: one question at a time.

What you will be able to do

  • Make a survey A title and one question is enough.
  • Choose who may answer Your journey, everyone at work, or anyone.
  • Share it Send the link, or mail the journey.
  • Read the answers All answers counted up for you.

Get this ready first

  • A journey The survey belongs to a journey. Its people can answer.
  • Your question Write down what you want to find out, and from whom.

Do it together, one step at a time

Seven steps: four to make it, one to share it, two to see the answers.

  1. Press the + in your journey

    Click your journey, then the round + at the bottom of the middle. Pick Survey.

    • In the left column, click your journey, for example Quality round Q3 .
    • Press the round blue + at the bottom right of the middle column, next to the message box.
    • A window opens: Create new . Under Tools , press Survey.
    The Create new window over the dashboard, with the tools Survey, Decision, Date poll and News item
    Survey is the first tool.

  2. Give it a title

    Say in a few words what you want to know.

    • The page New survey opens in a window.
    • Under Title , type the title, for example Letters: what did you notice? .
    • Under Description (optional) , one line about who it is for.
    • Want help? At the top, Fill with AI : describe your goal and press Let AI fill in the form. It writes the questions for you; you change them after.
    New survey: Fill with AI at the top, then the title Letters: what did you notice? and a description
    The title and one line of explanation.

  3. Choose who may answer

    Your journey, everyone at work, or anyone with the link.

    • Under Who can respond , press one: Journey members (the people of your journey), Organisation members, or Public (anyone with the link).
    • Check that Journey shows your journey.
    • Respond before (optional) : a last day, if you want one.
    • Tick what you want: Responders may see the results after submitting , Anonymous - never store who answered , Lock answers after submitting .
    Who can respond with Journey members chosen, the journey Quality round Q3, the date box and three tick boxes
    Only the people of the journey may answer here.

  4. Add your questions

    Press Add question. Type the question and the answers.

    • Press + Add question.
    • Choose the kind at the top of the question: Multiple choice (one answer) , Multi select (several answers) , Image choice , Scale 1-5 , NPS 0-10 or Open text .
    • Type the question, for example How often do you rewrite a standard letter by hand? .
    • Type the answers in Answer option 1 , 2 , ... ; + Add option gives one more. Tick Required if everyone must answer it.
    • Next question? + Add question again. Reuse an earlier question takes one from a survey you made before.
    A multiple choice question with the answers Every time, Sometimes and Never, and the Create survey button below
    One question, three answers.

  5. Make it and share it

    Press Create survey. Then send the link, or mail everyone in the journey.

    • Press Create survey. You see Your survey is ready with the link.
    • Copy link puts the link on your clipboard, to paste in a message. Open survey opens the survey page.
    • On the survey page you see Start, and the buttons for you as the maker: Edit, View results, Mail journey members, Close survey and Delete.
    • Press Mail journey members to send everyone in the journey a mail with the link.
    The survey page Letters: what did you notice? with Start, and the buttons Edit, View results, Mail journey members, Close survey and Delete
    Your survey. The buttons below are only for you.

  6. What people see

    One question at a time. Tap an answer, then Next.

    • They open the link and press Start.
    • At the top: Question 1 of 2 . Under it the question and the answers, numbered.
    • They tap an answer (or press its number on the keyboard) and go on with Next. Skip leaves a question open, unless it is required.
    • At the end they press Send answers and see Thank you!
    Question 1 of 2: How often do you rewrite a standard letter by hand? with the answers Every time, Sometimes and Never
    One question, big buttons.

  7. Read the answers

    All answers, counted per question.

    • On the survey page, press View results.
    • At the top: how many Responses , how many Questions , and the Last response .
    • Under it, every question with its answers counted up. Until someone answers it says No answers yet.
    • The buttons: Export Excel and Export CSV (a file), AI summary (what stands out), Duplicate (the same survey again next quarter), Remind non-responders (a mail to who has not answered yet).
    The results page: buttons Export Excel, Export CSV, Edit, AI summary, Duplicate, Survey report and Remind non-responders, the counts and the two questions
    The answers come in here. This one has none yet.

If something is not right

I do not see Survey after the +.

Press Show tools under the notes. Or try another journey.

People say they cannot open it.

Check Who can respond. Journey members means only your journey.

Can I see who answered what?

Yes, unless you ticked Anonymous.

I want people to vote, not fill in a form.

Use Decision, next to Survey.

The words, in plain language

survey
A few questions with a link; the answers are counted up for you.
respondent
Someone who answers the survey.
decision
One proposal that people discuss and vote on, with the outcome written down.

Where to go next