Before you launch

Check out our guide on what to do before launching a survey

Creating a survey

To start setting up your first survey, navigate to the Admin Panel, and click on Surveys from the left sidebar. From there, click the "Create new survey" button.

Designing your survey

The first step (and one of the most important steps) of the engagement survey process is deciding which questions you're going to ask.

Lattice Surveys comes with a question bank developed in partnership with the University of California, Berkeley Social Sciences Department. These questions would work well in any organization looking to run a general engagement survey. If you wish, you can also add your own custom questions to the survey.


After setting up your questions, there are just a few settings to configure: 

Give your survey a name that's specific so that down the line, you can easily find it again. We recommend having the type of survey and the date in the name, for example, "Employee Engagement, July 2018"

Survey admins
Employees that are survey admins can configure survey settings and have full access to the anonymized results. You can set admins on a per survey basis. This means that any employee can be an admin of a survey without having administrative access to other parts of Lattice (reviews, private feedback, etc), including other engagement surveys. You can come back to this step even after your survey has launched to add or remove any survey admins.

Anonymity Threshold

This threshold sets the minimum number of responders there needs to be in order to view the scores for a question or theme. The threshold protects all responders by providing an additional layer of anonymity. You can find more information about thresholds in our Adjusting the Anonymity Threshold in Surveys article.

End date
This is the date communicated to survey participants on when the survey will end. The survey will not automatically be closed on this date, but both admins and survey participants who have not submitted their survey will be sent a reminder two days before this end date. We recommend setting an end date a couple of days before when you actually want the survey to end. You can also come back and change this date after your survey launches. 

Choose who you want to fill out your survey. We recommend selecting everyone in your company, but you can also select a specific subset of employees to participate. By clicking "Specific Employees" you can use the filter to select/bulk select and add participants of departments, reporting relationships, or custom attributes. Alternatively, you can also upload a CSV with participants.

Data Check

User attributes are used to segment your survey results, which are based on employee data as it exists at the time of launch. It is important to double-check your data to get the most accurate insights.


Verify that your settings are correct. Here you will have the opportunity to draft an email communication that addresses:

  • Why you're running the engagement survey
  • When responses need to be in by
  • How the data is being analyzed
  • What action will be taken from the results

You can see what a launch email might look like here


After you launch the survey, the survey will immediately start collecting responses. If you chose to send a launch email through Lattice, we will also include a link to all responders to the survey form, as well as create a task for them on the user's homepage. If you choose to skip sending the email through Lattice, users will still get a task in Lattice linking them to the survey. 

Best Practices

  • We recommend leaving the survey open for 2 weeks. This gives people enough of a chance to fill it out but does not drag on the process longer than it needs to be. 
  • Be sure to send reminders to participants while the survey is open. Lattice will automatically send an email reminder to everyone who has not yet completed the survey two days before the end date, but you can also manually trigger reminders from the Participation tab. 
  • Keep the survey shorter rather than longer. If you're sending out a yearly or twice a year survey, keep survey length below 50 questions to reduce fatigue. For more frequent surveys, they should be even shorter. 
  • In your launch email, be sure to communicate that survey responses will not be associated with an individual employee, and that results will only be analyzed on an aggregate basis. 

Frequently Asked Questions

Q: What is the recommended length of time to leave a survey open?
A: This is totally up to you, but we recommend 2 weeks. This gives people enough time to respond while also capturing a specific moment in time. 

Q: Why are Engagement survey questions optional?
A: Optionality promotes more honest answers and accurate data. When individuals are forced to weigh in on questions that they don't feel strongly about, or lack context to answer, it can introduce poor quality responses to your survey and lead to results that aren't actually representative of the state of your business. 

Q: Is it possible to pull raw data from a survey and import it into a data warehouse through SFTP?
A: No. We only have SFTP for ingesting data, and not the other way around. We also don't allow the exporting of raw survey data to protect employee anonymity. 

Q: Can you add additional survey admins after a survey has been launched?
A: Yes! Navigate to Admin tab > Surveys > Audit > Settings to add additional admins to the survey. 

Q: If an employee is deactivated while an engagement survey is running, will that person still be counted in the results?
A: Yes. Once the survey is launched, the analytics also launch simultaneously. Everyone who was included in the survey when it was launched will be included in the results. 

What's Next?

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