Overview
The next important step in TeamVoice is to add the participants who will be taking part in your survey. This is a crucial step, as it allows you to identify exactly who will be involved and ensures that each participant is correctly linked to their respective department. By carefully selecting participants, you can gather accurate feedback and make sure that the right voices are heard within your organisation.
Permissions
To add participants, you must have Manage Survey permissions or be a Survey Admin. Having the Create TeamVoice permission and being the creator of the TeamVoice allows you to add participants as well.
Adding your Teamvoice participants
Once you have confirmed the scope of your survey, the next step is to add the participants who will receive it. Adding participants ensures that the survey reaches the right individuals or teams, and that responses are captured from the correct areas of your organisation.
To add your Team Voice Participants:
- Go to Step 4
- Click on the Upload Participants button. A pop-up will be shown. Click on Download Template.
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Fill in the template with the respective participant details.
- Name: The first name of the TeamVoice participant.
- Surname: The surname of the TeamVoice participant.
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Email: The email address where the participant will receive the survey invitation.
Department: The department the employee belongs to.
Language: The language in which the participant will complete the survey. This field will only appear if an additional language was selected in Step 1. If left blank, the default language will be applied (English by default).
- Click on the Upload Participants button. The same pop-up as the previous step will be shown. Click on Upload File.
Please note that any filters that were added will appear as a column in the bulk upload sheet. If these fields are not filled in through the bulk upload sheet, the information will be collected on the first page of the survey.
Viewing and Managing Uploaded Departments
Once the participants have been uploaded, they will be displayed in a table format. This table will show all the information entered in the bulk upload sheet. Any columns that were not completed will show "Collect in survey".
If some participants were uploaded by mistake or are not relevant to your current TeamVoice survey, you can remove them by clicking “Remove All”. This will delete all uploaded participants, allowing you to restart the process if needed.
To add more participants or update the list, simply amend the bulk upload template previously downloaded and include the new participants.
- Click the “Reupload” button. A pop-up window will appear.
- Click “Download Template” if you need a fresh copy of the file.
- Add the required participant and details to the template.
- Click “Upload File” to import the updated list.
When re-uploading, make sure to include all previously entered participants in the sheet to avoid losing any existing data.
Next Step
Once your participants have been successfully uploaded, the next step is to add the questions your participants will answer in the survey. This ensures that when the survey is launched, all participants have the appropriate questions ready to respond to.