Surveys
Overview of OpenAleph's two survey products, Team Survey for employees and Client survey for external clients, with roles, concepts and workflows.
Who can do thisEmployeeManagerManager creatorScoped adminAdminSuper admin
OpenAleph includes two separate survey products. Team Survey asks your own employees questions, for example an engagement, onboarding or well-being survey. Client survey sends short satisfaction surveys by email to people outside your company, such as the client sites your teams work for. They have different menus, templates, permissions and results, and your company can have one, both or neither.
Which product do you need?
| Team Survey | Client survey | |
|---|---|---|
| Who answers | Employees who have an OpenAleph account | External client contacts, with no account |
| How they answer | Logged in, from Team Survey › My surveys, the home page or the invitation email | From a unique public link in an email, no login |
| Unit of work | A campaign sent to many participants at once | A survey (session) sent to one client site |
| Question types | Chapter, Paragraph, Open question, Rating (2 to 10), Multi-choice | Rating (3 to 10 stars), Yes/No, Open question, plus a fixed Global rating |
| Anonymity | Optional, set per campaign | Not applicable: each response belongs to a named client |
| Results | Per-question charts, filters by employee attribute, pinned answers, comments, AI synthesis, XLSX exports | One page per response, dashboard figures, XLSX/CSV exports |
| Menu | Team Survey | Client survey |
Note: Each product is a separate module licensed per company. If you don't see Team Survey or Client survey in the sidebar, your company may not have the module enabled; ask your admin (see Modules and licences). Role names are explained in Roles and access levels.
Team Survey
Key concepts
- Template: a reusable questionnaire (chapters, paragraphs and questions), stored in Team Survey › Templates.
- Campaign: one run of a survey. It has a title, a period (start date and deadline), a list of participants, one or more persons in charge and one template.
- Participant (or respondent): an employee asked to answer. Each participant has their own answer sheet.
- Person in charge (pilot) and co-pilot: the people who run the campaign. They follow progress, send reminders and read the results. Pilots are chosen when the campaign is created; co-pilots can be added afterwards. Both have the same access to the campaign.
- Anonymized campaign: a campaign where names and profile pictures are hidden from everyone reading the answers. See Anonymity in Team Survey.
- Snapshot: when a campaign is launched, the questionnaire is frozen. Later edits to the template don't change what participants of that campaign are asked.
Who can do what
| Action | Employee | Manager | Manager creator | Scoped admin | Admin / Super admin |
|---|---|---|---|---|---|
| Answer their own surveys (My surveys) | Yes | Yes | Yes | Yes | Yes |
| See the As person in charge tab | No | Yes | Yes | Yes | Yes |
| Read the results of a campaign they run (pilot or co-pilot) | No | Yes | Yes | Yes | Yes |
| Open Campaigns and Templates in the menu | No | No | Yes | Yes | Yes |
| Create and launch campaigns, manage participants, send emails | No | No | Yes, on campaigns they run | Yes, on campaigns of people in their scope and those they run | Yes, all campaigns |
| Create templates | No | No | Yes | Yes | Yes |
| Edit or delete a template | No | No | Their own | Their own | All |
Typical workflow
- A manager creator or an admin builds a questionnaire in Team Survey › Templates. See Create a Team Survey template.
- They create a campaign in Team Survey › Campaigns › New campaign, pick participants, persons in charge and the template, choose whether answers are anonymous, and launch it. See Launch a Team Survey campaign.
- Participants receive an invitation (email, push and in-app notification) if the creator chose to send one, and answer from Team Survey › My surveys. See Answer a team survey.
- Persons in charge follow completion, send reminders and add or remove participants. See Manage a Team Survey campaign.
- They read the results question by question, filter them, pin and comment on answers, generate an AI synthesis and export to Excel. See Read Team Survey results.
Client survey
Key concepts
- Client (client site): an external organisation or location you serve, with a primary contact (name and email) and the assigned members from your company who work with it, each with a role.
- Template: a short questionnaire made of Rating, Yes/No and Open questions, always ending with a Global rating question.
- Survey (session): one template sent to one client. The client's primary contact receives an email with a unique link and answers without logging in.
- Status: Sent (email sent), Viewed (the link was opened), Answered (the client submitted).
Who can do what
| Action | Employee / Manager | Manager creator | Scoped admin / Admin / Super admin |
|---|---|---|---|
| Open the Client survey menu | Yes | Yes | Yes |
| See surveys on the Dashboard and open their answers | Only surveys they are an assigned member of | Only surveys they are an assigned member of | All surveys of the company |
| Send a survey to a client | No | Yes | Yes |
| Add, edit, import, activate or deactivate clients | No | No | Yes |
| Create, edit, duplicate or delete templates | No | No | Yes |
Typical workflow
- An admin adds the clients (one by one or with an Excel import) and assigns members to each. See Manage clients.
- An admin creates a template. See Create a client survey template.
- A manager creator or admin sends the survey to one client or to many at once. See Send a client survey.
- The client answers from the link in the email. The sender receives an email when the answer comes in.
- Results are read on the dashboard and the survey page, and exported to Excel. See Read client survey results.
Mobile
See Mobile app for what the OpenAleph app covers.
- Team Survey pages work in a phone's web browser, so participants can answer from the link in their invitation. The OpenAleph mobile app doesn't currently have dedicated Team Survey screens. Campaign management (creation, participants, exports) is designed for the web app.
- Client survey isn't available in the OpenAleph mobile app. Clients answer the public survey page from any browser, including on a phone.
Pages in this section
Team Survey:
- Create a Team Survey template
- Launch a Team Survey campaign
- Manage a Team Survey campaign
- Answer a team survey
- Read Team Survey results
- Anonymity in Team Survey
Client survey:
- Client survey overview
- Manage clients
- Create a client survey template
- Send a client survey
- Read client survey results
Both products:
Create a Team Survey templateBuild, edit, translate, tag, duplicate and delete the questionnaires used by Team Survey campaigns, and understand each question type.Launch a Team Survey campaignStep-by-step guide to the Team Survey campaign wizard, from title and period to participants, anonymity, persons in charge, template and launch.Manage a Team Survey campaignFollow completion, send invitations and reminders, add or remove participants, close sheets, change the deadline, manage pilots and co-pilots, export or delete a campaign.Answer a team surveyHow employees find, answer, save, submit or decline the team surveys they are invited to, from the web app, the home page or an email.Read Team Survey resultsRead Team Survey answers question by question, with charts, attribute filters, pinned answers and comments, generate an AI synthesis and export to Excel.Anonymity in Team SurveyWhat the Anonymize answers setting hides, what stays visible, the 5-person filter threshold, exports, AI and why the setting is locked after launch.Client survey overviewWhat Client survey is, how satisfaction surveys reach external clients by email, the dashboard, statuses and who can do what.Manage clientsAdd, import, edit, deactivate and export the client sites that receive client surveys, and assign company members with roles to each client.Create a client survey templateCreate, edit, preview, duplicate, delete and restore the questionnaires sent to clients, with Rating, Yes/No and Open questions and the Global rating.Send a client surveySend a satisfaction survey to one client or to many clients at once, what the client receives, and how they answer from the public link.Read client survey resultsRead a client's answers, follow figures on the dashboard, find a client's survey history and export client survey data to Excel.Survey notifications and emailsEvery email, push and in-app notification sent by Team Survey and Client survey, who receives it, when, and what it contains.
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