Watch the video or follow the step-by-step guide below.
Prefer to follow along step-by-step?
Use the written instructions below, complete with screenshots.
1. Go to the Surveys tab in the left-hand sidebar, then click on your designated survey to open it.
2. Click New Survey at the bottom of the pop-out sidebar.
3. Name your new survey, then click Create Survey.
4. Click Add Participants
5. Click Download Template to add participants to your survey.
6. Remove any example data in the downloaded file and enter your participant information in the appropriate fields.
7. After entering all participant information into the sheet, select and copy the entire dataset.
8. Navigate back to the LeaderFactor app and proceed to Step 2 by clicking Next.
9. Paste the copied participant information into the text box in Step 2. Click Next. 
10. Ensure that your provided information matches with the columns from the template. Click Import.
11. You’ll now see a list of all your participants. If needed, you can edit their information directly in this view. To remove a participant, click the – button on the right side of their row. To add more participants, click Add Participants in the top-right corner.
12. Once your participant information is finalized, click Import Spreadsheet in the bottom-right corner. You'll be redirected to the set up page where you can proceed to Schedule Survey.
13. Click Schedule Survey.
14. Complete all fields on the survey scheduling page.
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Survey Starts: Select the date you want the survey to be sent to all participants.
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Survey Ends: Choose the date the survey will close and no longer accept responses.
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Reminder Interval: Specify how often reminder emails should be sent. Reminders will only be sent to participants who have not yet completed the survey.
- Terms and Pricing: Confirm your agreement by toggling on "I Agree to the Terms and Pricing."
- Name: Provide a name for your survey.
- Emails: Write a custom message to include in the invitation email. You can preview both the invitation and reminder emails before sending.
- Reporting: Choose the default demographic by which you’d like the survey data to be grouped.
- Org Chart: Optionally configure organizational hierarchies if you’d like to link survey data to demographic groups.
15. Once you have completed all fields on the survey scheduling page, click Save.
16. Your survey is now scheduled to launch.
17. On the Participants tab, all listed participants will appear with a status indicating they are awaiting their survey invitation email.
18. Once the survey is live, you can monitor responses and track progress in the Results tab.
19. If you have any questions about this process, reach out to our Support Team: support@leaderfactor.com