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Login to Compass Manager Guide

Login to Compass Manager Guide

Getting Started
STEP 1: PREPARE FOR ACTION
STEP 2: DEVELOP QUESTIONNAIRE
- Questionnaire Design
- Questionnaire FAQ
STEP 3: PRE-SURVEY COMMUNICATION & SETUP
STEP 4: DEPLOY EMPLOYEE SURVEY
- Monitor Response Rates
- Survey Live FAQ
STEP 5: ANALYZE, INTERPRET & REPORT
- Compass Reports
- Compass Admin
  - Results
    General
    Enable Results for Reporting
    Edit Demographic Report Labels
    Update a Survey Title
    Participants
    Edit Participant Information
    Remove Participant(s) From an Email Campaign
    Survey Items
    Customize Survey Items
    Convert a Survey Item into a Demographic Filter
    Benchmarks
    Previous Period
    Snapshot Customization
    Dashboard
    Assign Access
  - Users
    Permissions
    Add a User
    Log In with Microsoft Account
    Assign Restricted User to a Report
STEP 6: DISCUSS, CLARIFY & PLAN
STEP 7: COMMUNICATE & TAKE ACTION
DIY SURVEY DESIGN & DEPLOYMENT
- Compass Questionnaire Design (DIY)
  - Getting Started (DIY)
    Build a Survey
    Style a Survey
    Test a Survey
    Pulse Survey Overview
    Getting Started With Logic (Branching)
  - Design (DIY)
    Build
    Question Types
    Add a Question
    Require a Question
    Add Text / Instruction
    Page Title and Description
    Copy & Paste
    Reorder Questions
    Reorder Pages
    Copy a Survey
    Skip Logic
    Question Logic
    Restore "Undo" a Question or Page
    Textbox / Long Answer Character Limit
    Post a Survey Link
    Disable a Question
    Style
    Add Logo
    Text Options
    Preview Survey by Device or Language
    Choose Respondent Interaction
    Hide Progress Bar
    Hide Page Titles, Descriptions, and Question Numbers
    Test
    Survey Diagnostics
    Invite Others to Test
    View Comments Made by Survey Testers
    Tools
    Rename a Survey Title
    Text & Translations
    Change Required Text, Messages, and More
    Add Translation
    Test Translation
    Share A Translated Survey
    Reuse Translations for Standard Messaging
    Design FAQ
    Why is there a red asterisk on my question?
    How do I add or remove page breaks?
    How can I design surveys to be more accessible?
    Why is my question title and/or answer option blank?
    Why Is the font for some of my survey questions different?
    Why are the option buttons not displaying in my survey?
    What is a thank you page?
- Compass Survey Deployment (DIY)
GENERAL

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DIY SURVEY DESIGN & DEPLOYMENT

Compass Survey Deployment (DIY)

Upload Participants

PreviousHide Unsubscribe Link NextAdd Reminder or Thank You Emails

Last updated 2 months ago

From the Survey tab, ensure that the survey has been created.

Admin > Surveys > click on the Survey Title > Participants.

Click Import in the top right corner. Upload a .csv file. Note: if there is an error within the .csv file (invalid email, missing column header etc.) the import will fail and a error message will display with identified corrections. Once fixed, re-upload the file.

A progress window will show the status of the upload. Click the homepage button to continue using Compass.

When upload is complete, a list of email addresses will show in survey email campaign.

||| Related Article: How to Edit Participant Information

||| Related Article: How to Remove Participant(s) From an Email Campaign