Overview
The "Send as" field in Teamflect survey templates allows admins to choose the sender name that employees see when they receive a survey. Instead of surveys appearing as if they were sent by an individual admin, you can select a neutral alias such as “HR Team” or “Administrator.” This helps maintain professionalism, build trust, and protect anonymity when gathering feedback.
Step-by-Step Guide:
Step 1: Access the Admin Center
Begin by accessing your admin center at https://admin.teamflect.com, where you'll find the tools and features necessary to manage surveys and other aspects of your organization's operations.
Step 2: Select the survey template
Choose the survey template that best fits the purpose of your survey. Whether it's gathering employee feedback, conducting employee satisfaction surveys, or any other purpose, select the appropriate template.
Step 3: Initiate Survey Creation
Click on the 'Start' button to initiate the process of creating a new survey based on the selected template. This will prompt you to fill out various details to customize the survey according to your needs.
Step 4: Fill out the survey details
Provide essential information such as the scenario for the survey, the name of the survey, and the list of respondents who will receive it. Ensure accuracy and clarity in the details provided to maximize the effectiveness of the survey.
Step 5: Define Alias
This is where the "Send as" feature comes into play. Choose an alias that will represent the sender of the survey. Select a name that reflects the nature of the survey or the role within the organization, such as 'HR Team', 'Administrator', or any other suitable alias.
Step 6: Send Out the Survey
Once all the details are filled out and the alias is defined, proceed to send out the survey. Your end-users will receive the survey from the alias name you've specified, providing a discreet and professional experience.
HR Use Cases
Confidential Engagement Surveys
HR teams can send quarterly or annual engagement surveys under “HR Team” to encourage honest, unbiased feedback.Anonymous Climate Checks During Change Management
During periods of organizational change, surveys sent under “Leadership Team” help ensure employees feel safe sharing concerns without tying responses to a specific admin.Sensitive Topics (e.g., DEI, Wellbeing, Exit Surveys)
When running surveys on sensitive topics, using a neutral alias builds trust and increases participation rates by ensuring discretion.
Final Thoughts
The “Send as” field gives admins control over how surveys are perceived, making the process more professional and encouraging candid participation. By leveraging aliases like “HR Team,” organizations can reduce bias, maintain confidentiality, and strengthen the survey experience.