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Tips to Get the Most Out of EngagementHQ Surveys

Master the community survey with our top tips

Tess O'Brien avatar
Written by Tess O'Brien
Updated over a week ago

Getting the most out of community surveys requires adhering to best practices. This article details insights on how to make the most of every opportunity to gather community responses and turn them into action.

Plan Your Survey

Always plan your surveys before creating them.

The EngagementHQ team has compiled a checklist to use before creating any community survey to ensure users are on the path to success.

Choose the Delivery Method

EngagementHQ surveys include many different question types. Choosing the appropriate question type and delivery method is essential for the best engagement and results.

Internal research shows that short surveys get better response rates when embedded into a website. In contrast, longer surveys with more than three questions are better delivered via a dedicated participation page where users can focus on their answers. You may also want to share your surveys on your social media accounts.

Deliver Surveys in Context

If a survey asks about a specific service, show the survey on the service’s related website page. If seeking community feedback regarding a recent interaction, include the survey in an email with other relevant information, such as key dates and reference numbers.

Plan how Data will Drive Change

A great survey should only be the beginning of something more meaningful for an organization and its community. Organizing collected survey data into helpful feedback taxonomies helps make sense of free text feedback, capture patterns, and identify trends among community segments. This information can drive follow-up actions and workflows inside and outside of EngagementHQ.

In EngagementHQ, admin users might identify one approach that works better than another and duplicate that approach across other initiatives. You can also use community input to determine segments and adjust outreach efforts using marketing automation software like govDelivery.

Send Relevant Surveys to Participant Groups

Use the import participants feature to add audiences from different systems, such as a list from an event registration, to EngagementHQ.

Filter and target audiences based on profile information, engagement levels, or tags, and create participant groups to send surveys targeted toward them.

Don’t Over-survey

Set a cadence that will feel manageable for audiences depending on the organization type and learning goals. Consider other messages that audiences may be receiving from the organization. Use the "last seen” filter to ensure inactive registrants don’t receive too many messages.

Make it Fun and Personal

Include participant information in survey communications, such as the participant’s name ([Participant_screen_name]) in EngagementHQ newsletters to help tailor outreach.

Consider using the Who’s Listening widget to display the engagement team's names, contact details, and avatars. If it feels appropriate, include emojis and images to lighten the mood.

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