Create a New Survey

Click Create New Survey in the Quick Actions area at the top of the page.

Quick Actions area

If you have access to employee and customer surveys, use the Select a Survey page to choose whether you want to survey your organization’s employees or its customers. Otherwise, skip this step.

Select a Survey page

On the Select Survey Template page, choose a starting template for your survey:

Employee Engagement Q¹²
The Q¹² survey measures the essential elements of employee engagement, providing insights into how employees think and feel about their jobs.

Employee Custom
Create a fully custom employee survey that excludes any Q¹² reporting metrics and provides only limited item-level database comparisons when available.

Employee Exit
Use recommended questions for exiting and recently exited employees to improve retention and turn exiting employees into brand ambassadors. This survey remains live, and Gallup provides reporting data in real time.

Employee Onboarding
Use recommended questions for new hires and employees in new roles, with a focus on culture, strengths, and goals. This survey remains live, and Gallup provides reporting data in real time.

Customer Engagement
Use Gallup's core customer questions to better understand your customers, their specific needs, and how prepared you are to meet these needs.

Customer Custom
Create a fully custom survey to learn about your customers.

Select Survey Template page

If you are creating an employee survey, use the Select Survey Recipients page to choose whether you want to survey your entire organization or only specific people, teams, or other groups. Otherwise, skip this step.

Select Survey Recipients page

On the Add Survey Name page, type a unique name to identify your survey, and then click Continue. Respondents will not see this name.

Add Survey Name page

On the Select Survey Languages page, select the languages in which you would like your survey to be available, and then click Create Survey.

Select Survey Languages page

Select the Build tab and use its options to configure your survey’s content:

Survey Preferences
Edit your survey’s appearance and minimum response threshold.

Introduction
Add an introduction or welcome message to your survey.

Consent Statement
Configure your survey’s consent statement.

Questions
Determine and modify your survey’s questions.

Build tab

Select the Distribute tab and use its options to configure who receives your survey and how they access it:

Survey Method
Determine your survey’s methodology and how respondents take it.

Survey Link
Review and edit your survey's shared link if the survey requires one. You can also copy or download a QR code of the survey link.

Emails
Manage the content of the invite and reminder emails Gallup will send to respondents. Available only for a closed-sample survey with unique respondent links.

Respondents
Review and manage your survey’s respondents, such as adding teams or uploading a respondents file. Available only for a closed-sample survey.

Distribute tab

Use the options on the Manage Reporting tab to determine the visibility of your survey’s reporting group data.

Manage Reporting tab

If your survey is available in more than one language, select the Translate tab and use its options to manage your survey’s translated content.

Translate tab

Select the Schedule tab and use its options to configure your survey’s launch, close and other related settings:

Schedule Plan
Select your survey’s schedule configuration.

Launch
Choose when to launch your survey.

Emails
Configure when Gallup sends your survey’s email invites and reminders. Available only for closed-sample surveys with unique respondent links.

Participation Emails
Configure scheduled emails from Gallup about your survey’s participation.

Close
Choose when your survey ends.

Summary
Review your survey’s schedule settings.

Schedule tab

Select the Review tab and correct any errors Gallup Access has identified. You may also confirm the summary of your survey’s settings or preview your survey using the link on the left side of the page.

Review tab

If you selected a manual launch on the Schedule tab, click Launch Survey when you are ready to make your survey available to respondents. If you scheduled your survey to launch at a specific date and time, click Mark Ready.

Launch Survey button

Mark Ready button