Creating a feedback template

Step by step guide

1. Navigate to the feedback page using the left-hand side menu. Click “Feedback”.
2. At the top right of the templates section, click “Create feedback”
3. A slideover will open with a form to create the feedback.

4. Enter the name of the feedback
5. Click ‘Create’

Building the feedback form

1. After clicking Create, the feedback form builder will open.

2. Begin by editing your section. Sections allow you to add a title and description to the form if you wish to provide further context when introducing a set of questions. To edit a section, click the pencil icon.
3. Enter a title and description for the section. Click ‘Save’ at the bottom right of the slideover to save the section.

4. Next, it’s time to start adding questions. Click ‘Add question’ to open the question builder slideover.

5. Enter the question you want to ask your learners or supervisors (depending on whom you're building the form for). Check the “Required” box if you want the question to be mandatory to answer.
6. Select the answer type — for an explanation of the answer types, please refer to this article.
7. Click ‘Save’ at the bottom right of the slide-over to save & add the question to the feedback form.

8. Repeat steps 4 - 7 until you have added all the questions you require.

Publishing your feedback

1. If you are happy with the feedback template you have created, click “Publish" at the top right.

2. A confirmation message will pop-up asking you to confirm if you want to publish the feedback as you are not able to edit the feedback template once you have published it.

3. Click “Publish” to fully publish the feedback template.
4. Your feedback template is now ready for use! Send it off one time to an employee or use it in an automation.

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