ENTERPRISE FEATURE: The COVID-19 Symptom Tracking survey is only available in the United States (US). If you're interested, contact sales. If you already have an Enterprise account, contact your Customer Success Manager.

The COVID-19 Symptom Tracking and Risk Assessment survey is a tool to help your employees return to work safely. Start with a template with key questions to help make decisions about coming in to work. Based on people's answers, they'll be put into groups and you can set up a custom message to help guide their next steps. We have enabled our HIPAA security features for all SurveyMonkey accounts that have purchased the COVID-19 Symptom Tracking and Risk Assessment survey.

Start by setting up the survey in the Design Survey section. This is where you review the questions and add in the custom message with next steps for people to take after submitting their response.

  1. Log into your SurveyMonkey account.
  2. Click Create Survey.
  3. Choose Start from a template.
  4. Choose the COVID-19 Symptom Tracking and Risk Assessment template.

Once you have the basic template you can start customizing or adding new questions. You can customize existing questions by clicking Edit on the one you want to change.

It's not possible to use skip logic with this template. Instead, we score questions (similar to quizzes) and let people know next steps based on their answers. Each question in the template has point values assigned, and the total points determine the person’s score group. Each score group will see a different message at the end of the survey.

The template has the points set up for each question, but you can edit the points depending on the needs of your organization. Points are assigned based on how people answer each question. For example, in the default template, people who answer Yes to "Have you had any symptoms of COVID?" or "Have you had contact with anyone who has been diagnosed with COVID?" are placed in the Stop group. People who answer No to these questions are placed in the Go group.If you don’t make any edits, these default point values will apply.

  • Assigning points to new questions

TIP! Once you open the template, Genius Assistant will pop up to guide you through the setup process. You can click through the prompts to make sure your survey is ready to go.

To make sure people know next steps after taking the survey, customize the message that people see based on their score group.

To customize the messages people see at the end of the survey:

  1. On the left sidebar of the Design Survey section, click Options.
  2. Click Score Groups.
  3. By default, people are put into 2 groups depending on their answers
    • Go group: People with a score of 0.
    • Stop group: People with a score of 1 or more points.
  4. Click the group you want to customize the message for.
  5. The point range is already configured for you based on the survey template. We don't recommend changing this.
  6. Write your Message title and Message.
  7. Click Save.
  8. You'll need to repeat the steps to customize messages for both score groups.

Go to the Preview & Score section to make sure everything works the way you expect it to. You can take the survey and make sure the correct message displays based on your answers.

If something doesn't look right, go back to the Design section and make changes.

When you're ready to send your survey, you can choose any collector type. For daily surveys that will get sent to the same group of people, we recommend using the email invitation collector. You can customize the invitation, track who has responded, and set it up to re-send on specific days and times.

If you're using the Email Invitation collector, create a contact list to make sure the right people get the survey. This also gives you more control over your recipient list because you can add and remove people as needed.

  1. Go to the Collect Responses section of your survey.
  2. Choose Email.
  3. Click Add Contacts.
  4. Click Contacts.
  5. Choose the group you want to send the survey to and click Add.
  6. Customize the Message section and write what you want people to see when they open the invitation.
  7. Click Next.
  8. (Optional) Choose any collector options. If you want people to get a copy of their responses, turn Email Results On.
  9. Click Next.

If you want to automatically send the survey to the same group more than once, select recurring email. Then, choose the time and dates you want the survey to be sent.

When you use a recurring email, it creates a new message in the same collector each time the survey is sent to that same group. If you add or remove people from your contact list, new messages will be sent to the most up-to-date list.

TIP! If you want to set up a contactless survey for one time survey takers or visitors, use the QR code Web Link collector option.

There are two ways to get notified about survey responses:

  • How to set Smart notifications for responses indicating exposure to COVID-19

You can view all responses to the survey in the Analyze Results section. Click the Question Summaries tab to see a summary table with the survey taker's name and their Stop or Go status. To see a specific survey taker's responses, click their row in the summary table.

By default, there are 2 filter rules set up for you:

  • Go Group: People with a score of 0.
  • Stop Group: People with a score of 1 or more points.

Click the filters to turn them on or off. When a filter is on, only responses that match that response group will show.

TIP! You can use other filter types to sort responses too. For example, filter by collector or respondent metadata to find people by name.

To get the simplest view of your data, we recommend choosing the XLS All Responses Data when you export your results.

To export individual responses:

  1. Go to the Analyze Results section of your survey.
  2. Click Save As at the top of the page.
  3. Click Export file.
  4. Choose All Responses Data.
  5. Choose the XLS File Format and select Current view if you want to export with filters you turned on in Analyze.
  6. Click Export.
  7. Under Exports in the left sidebar, click the export to download the file to your computer.

If you want other people to view the survey data, you can share your exports or create a Shared Data page. The shared data page will include the summary table you see in Analyze. If you use a shared data page, people will be able to see data about individual survey takers.

Learn more about our sharing options: Sharing Survey Results