Quick Summary

Survey Programs let you group multiple engagement surveys together so all related results appear in the reporting views with one click.

This makes it easy to select the right survey data every time and keeps your Engagement reporting organized and consistent.

Creating Survey programs

1. Go to Engagement → Surveys -> New survey.

2. Under Survey program, choose New.

3. Follow the setup flow:

   • Name your program — use a descriptive title (e.g., “Quarterly Engagement Program”).

   • Select participants — choose the employees or groups who will receive surveys in this program. All employees are selected by default.

   • Assign survey managers — these users can run and manage surveys within the program.

   • Edit aggregation windows if needed. This is an advanced setting - read more below.

4. Save your program — it is now ready to use when creating future surveys.

Tip: You can view or reuse any Survey Program directly in the survey creation view.

Benefits of Survey programs

• They combine related surveys (e.g., quarterly pulses, leader-specific surveys, team-targeted surveys) into one clean reporting stream.

• They allow you to switch between data sets with one click in the reporting views.

• You can structure reporting based on your use case — for example:

  • Company-wide Engagement Program

  • Leadership Team Pulse Program

  • Function-specific Engagement Program (e.g., Engineering, Sales)

  • Team-based recurring surveys

Managing Survey Programs

You can edit and maintain your programs anytime in Engagement → Customize surveys → Survey programs.

From there, you can:

• Rename programs

• Adjust participants

• Change survey managers

• Edit aggregation windows

• Archive programs that are no longer needed

Advanced setting: Attribution windows

Survey Programs support program-specific attribution windows.

These define which survey responses are used to calculate scores within reporting.

Depending on your surveying frequency within a program, you might want to adjust a specific attribution window. This ensures that your results are aligned with your reporting needs.

For example: you are running a set of targeted surveys but want the aggregated scores to only take into account responses from the past 12 weeks since the last survey. In this case you would adjust both KPI/Theme and Question windows to 12 weeks.

Learn more in our Attribution Window documentation:

📄 How are Engagement survey question scores calculated?

📄 How are KPI and Theme scores calculated in Engagement?

FAQ

Q: Do Survey Programs change existing survey results?

A: No, they simply organize which survey results appear together in reporting.

Q: Can one survey belong to multiple programs?

A: Not currently — each survey belongs to one program at a time.

Need more help?

Contact support@teamspective.com