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Get started with Evo Survey

Evo Survey is a productivity tool that you can use to create surveys and send them to your colleagues.

Written by Lucy Tomkins

Licence and permissions

Availability of this feature depends on your licence type. Before you get started, check the table below to confirm your licence includes this functionality.

Find out more about Evo licenses>

Evo Standard

Evo Everywhere:

Base User

Evo Everywhere:

Advanced User

Evo Enterprise

❌

✅

✅

✅


Use Evo Survey

Evo Survey is a survey and feedback tool that you can access directly within the Access Evo platform. You can create surveys, apply conditional logic flow to create dynamic question paths, distribute surveys to respondents, collecting responses, and review the replies.

To locate and use Evo Surveys, follow the steps below:

  1. In Access Evo, click Access Button

  2. Click Productivity Tools, then select Evo Survey.

  3. Depending on what you want to do, select the required role:

    • Survey Creator: Create and send surveys.

    • Respondent: Fill in surveys you’ve been sent.

🤓 Tip: You can switch between roles at any time by clicking Switch Role in the top right.


Key features

Dashboard

The My Surveys dashboard is the home screen for Survey Creators. It provides a real-time overview of all surveys and serves as the starting point for all your survey management activity.

Survey builder

The survey builder is a four-step wizard that leads you through the build, logic flow, settings and publishing, and sharing the survey with your users.

Logic Flow

Logic Flow is the conditional branching capability that you can apply to your surveys. You can use it to present different question paths to different respondents based on their answers, creating dynamic and relevant survey experiences.

Results

Once you've received at least one response, the Results dashboard is accessible from the dashboard. You can see all the answers to the survey questions.

Respondent experience

Once you've sent a survey, the respondent gets a Feed notification to tell them that it's waiting for their reply. In Evo Survey, they can see their own My Surveys dashboard that shows active, complete, and expired surveys. They can complete their outstanding surveys from the dashboard.


Data security

We don't use third-party platforms at any point in the survey lifecycle. Because of this, Access stores all survey response data and it's not shared further.

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