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Onboarding survey member experience

Understand the member experience when participating in an onboarding survey.

Sam Lepak avatar
Written by Sam Lepak
Updated yesterday

How to Preview Onboarding Surveys

  1. Open the Web App.

  2. Click Surveys Manager in the navigation menu, then Onboarding Surveys.

  3. In the Survey Library section, edit one of the four default templates or click the New Survey button in the upper-right corner.

  4. In the Survey Builder (Edit -> Builder), in the lower right, click Preview in Slack/Teams. A test survey will be sent to your account in Slack/Teams.

Survey Experience in Slack

When a new hire receives an onboarding survey, they’ll get a Slack notification from Matter with:

  • The survey title and description

  • A statement about the anonymity setting (Anonymous or Attributed)

  • The reward (if coins are enabled)

They can click Start Survey to respond directly in Slack. After completion, they receive confirmation, and coins (if applicable) are added to their balance.

Survey Experience in Microsoft Teams

When a new hire receives an onboarding survey, they’ll get a Teams notification from Matter with:

  • The survey title and description

  • A statement about the anonymity setting (Anonymous or Attributed)

  • The reward (if coins are enabled)

They can click Start Survey to respond directly in Teams. After completion, they receive confirmation, and coins (if applicable) are added to their balance.

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