Concept: Test Surveys
Sending out a test survey round enables you to verify that the survey process works as expected.
- Survey delivery is successful.
- Employees can open the link on the company network.
- The branding renders well on mobile and desktop devices.
- The question selection is correct for each target group.
- Translations are correct for custom questions.
- Employee time zones are correct.
Involve the IT team in this process to resolve any issues that might affect email delivery or survey access in your company network. See Concept: Email Delivery and Reference: Hosts and Protocols.
Currently Peakon doesn't offer a test tenant that's reflective of your real environment.
Configuration
Consideration | Description |
|---|---|
Survey duration | Each test round is open for 1 day before it soft closes. Test survey round participants can continue answering their test survey for 2 weeks before it hard closes. |
Test survey limit | You can create multiple test rounds on the same day, and employees can be part of multiple test rounds simultaneously. |
Participant limit | When adding individual employees to a test survey, you can add up to 25 employees. If you need to include more people, either include a segment or send test surveys in batches. |
Segment targeting | It's not possible to use segment targeting when sending a test survey. Example: Your real survey targets France, but excludes Marketing within France. If you send the test survey to France within the same schedule, it will include all of France, including Marketing. |
Supported channels | All survey channels, including kiosk mode, support test surveys. |
Test Survey Dashboards
Security:
View test data
within the Access statistics
settings of each group.You can view the test survey dashboard by selecting
Only test data
in the settings area of your context switcher. To switch back to the regular dashboard, select Show company data
in the banner on the test dashboard.The test dashboard mode displays data for:
- Question set dashboards
- Comments
- Topics
- Heat map and segment cards view
- Attrition Prediction
- Driver and question score dashboards
- Employee experience cycle
Test survey data complies with aggregation and confidentiality requirements, so ensure that your test group has enough participants in order to populate the test dashboard.
It's possible to restrict access to test survey data in
Access Control
. Users that can access test survey dashboards can only see test survey data for the area they manage.When you switch your dashboard to only display test surveys, any changes you make in
Administration
also apply in the real survey mode. Example: Deleting an employee while in test survey mode deletes the employee from the account.Additional Information
- The test survey notification looks the same as the real survey notification, only its responses don't affect the real survey dashboard.
- Test surveys don't generate digest emails, reminders and sensitive comment notifications.
- It’s not possible to send a test round containing question timings for Onboarding and Exit questions.
- Survey participant personal dashboards don't display test survey data.
- If a user hasn't completed their test survey, the outstanding survey notification will persist in their mobile app and personal dashboard until the test survey round hard closes. This is important to keep in mind, if the test survey soft close period overlaps with the real survey launch.
- When you configure attribute data collection on your survey schedule, a test survey collects and updates this data on the employee records of participating users.
- The test survey applies each employee's own employee record information to determine the questions and branding that displays in their survey, even if it's a targeted schedule with targeted questions.
- To see how a survey will look for a specific target group, you can set yourself as part of this group, send the test survey to someone from that group already, or preview the survey using theCustom Previewoption.
- You can mark a real survey round as a test round, and vice versa, if needed. See Change Regular Survey Rounds to Test Rounds. It's not possible to move 1 individual employee's survey response to the test survey dashboard, and vice versa.
- Comment summaries are cleared when a survey round is marked as test.
- You can view past test survey records in theActivitytab inSchedulesby clickingInclude test rounds.