Engagement Surveys

charthop's engagement module gives you a privacy first way to collect honest feedback from your team whether you're running a company wide pulse, measuring enps, or targeting specific groups with conditional questions, this guide walks you through everything from setup to analysis how engagement surveys work before you build anything, it helps to understand the two piece model every engagement survey in charthop is made up of a form and a survey (also called an assessment) the form is where you build your questions and configure privacy settings the survey is the cycle — it's what you attach the form to, define your audience and timeline, send tasks from, and use to track participation you always build the form first, then create the survey and attach it questions vs fields when building an engagement survey form, you'll add questions — not fields this is an important distinction fields are charthop data points tied to a person's record (like department or title) questions are standalone form inputs that capture responses without writing to anyone's profile for engagement surveys, always use question types short text, long text, single select, multiple choice, numeric scale, yes/no the distinction matters for reporting too — responses to questions are accessed via answervalue\['questionid'] in dashboards, not via field codes choosing your privacy level the privacy level you set on a form controls how responses are stored and who can see what this decision shapes everything downstream — what demographic reporting is available, whether individual respondents can be identified, and what happens to the data permanently choose before you launch, because some changes are irreversible privacy level individual responses visible? demographic reporting available? identified yes yes, full de identified no yes, by configured demographic fields only fully anonymous no only if the respondent provides it in the form de identified is the right choice for most engagement surveys identity is stored internally but never displayed — what admins and managers see is responses grouped by demographic attributes like department, location, or tenure this gives you meaningful reporting while protecting employee trust fully anonymous stores no identity at all once a response is submitted anonymously, it cannot be attributed to anyone — including by a charthop administrator — and this cannot be reversed anonymous is the right choice when you want the absolute lowest barrier to honest feedback and don't need demographic breakdowns if you want to report by group, you'd need to add demographic questions directly to the form