Set up an Engagement Survey of respondents who use IDs

Answering with ID

By assigning IDs to users, even those who do not have email addresses can answer the survey as registered users.

Caution　Check Your Settings

User Settings using IDs are only for answering the Survey, and you cannot assign View Permissions Settings or Action Plan Manager Settings to users who are registered with IDs.

For details, please refer to " Differences in functions available for each survey response method ".

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What you can do with IDs

When you answer a survey with an ID, you can perform the following operations on that user

• Pre-register Organizations/Attributes of respondents
• Check Response Status
• Modify result data

In order for respondents to answer the Survey with their ID, the following steps are required

Step 1: Set up the necessary information in "User Settings"

For bulk settings

• Column G: Email address 
  Enter "no address". Entering "no address" will automatically create a disabled address.
   
• Column H: ID 
   
  • Enter the ID that the respondent will use to answer the Survey.
    • (The number of characters you can set is from 1 to 255.
    • Only alphanumeric characters and symbols (. _-) only.
    • The same ID cannot be registered twice.
    • We recommend that you use an employee number, etc. that is easy for respondents to remember.
       
  • If the ID to be registered has a leading "0" such as "0001", when the CSV file is downloaded after registration, the "0" will disappear due to EXCEL specifications. Therefore, an error may occur when the CSV file is re-uploaded.
    For details, please refer to " How to deal with leading "0" being deleted when downloading CSV files."
• Column J: Service Availability
  Enter "1". Select "Available". If you select "Not Available", respondents will not be able to answer the survey.
  User with the role of "Survey Respondents" will not be able to login to Motivation Cloud Engagement, even if they are set to "Available".

• Column K: Role
  Enter"6". Only Survey respondents can register for user role to answer with ID.
   
• Column L: Survey response method 
  Enter "Answer with ID".
  
  
   

For detailed information on User Settings and other bulk registration procedures, please refer to the Operation Manual of User Bulk Settings.

• User Bulk Settings: registration, editing, and deletion
  *If user information is being managed across multiple services, 
  please refer to "Common admin help site: User Bulk Settings: registration, editing, and deletion"
   
• Bulk User Settings: Create a User List File
  *If user information is being managed across multiple services, 
  please refer to "Common admin help site: Bulk User Settings: Create a User List File"

For individual settings

• Email address 
  Check "Do not register your email address"
   
• ID 
  Enter the ID that respondents will use to answer the Survey. We recommend that you use an ID that is easy for respondents to remember, such as an employee number. Only alphanumeric characters and symbols (. _-) can only be used.
  Duplicate IDs cannot be registered.
   
• role
  Select "Survey Respondents" Only "Survey Respondents" can be registered for the role of users who answer with an ID.
   
• Survey response method 
  Select "Answer by ID".
   
• Column I "Service Availability" 
  Select "1". Select "Available". If you select "Not Available", respondents will not be able to answer the survey.
  User with the role of "Survey Respondents" will not be able to login to Motivation Cloud Engagement, even if they are set to "Available".
  
  
   

Please refer to the manual below for detailed operation procedures for individual user settings.

Operation Manual : User Settings: Register, Edit, and Delete Individually
*If user information is being managed across multiple services, 
please refer to "Common admin help site: User Settings: Register, Edit, and Delete Individually"

Step2:Share necessary information for answers to respondents

1. Click "Admin Panel" ▶ "Engagement Survey Implementation Settings" ▶ "Answers other than email"

2. Share the following information with respondents

1. Answer URL (common)
2. Passcode
3. ID set for each user in "User Settings" in Step 1

The answer URL and passcode will be automatically issued for each time the Engagement Survey is conducted. There is no need to issue them to each respondent. You can change the passcode from "Change Passcode".

Step3. Confirm the answer screen

1. Click "Preview Answer Screen" ▶ "Answer by ID"

2. Copy the ID and passcode for the answer screen preview, and click "Preview".

In the actual answer, the respondent enters his/her ID set in "User Settings" and the passcode issued in Step 2.

3. Enter "ID" and "Passcode" and click "Next"

4. Confirm the name of the answer and click "Confirmed" and "Start survey"

Caution　Check Your Settings

If the "Survey Response Method" is changed in the "User Settings" during the survey, the answered data of the changed user will be reset.