Create & Manage Performance-Surveys
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      1. Help Center
      2. Performance Module
      3. Create & Manage Performance-Surveys

      How to create a Performance-Survey?

      Performance Surveys are created in Launch → Performance.

      Steps to create a survey:

      1. Language Selection – Choose the languages for the survey content.

        • At least one language must be selected.

        • Languages are listed in English; translations are not auto-generated.

        • If a needed language is missing, contact your Customer Success.

      2. File Upload – Upload your survey data using the provided Excel template.

        • The template includes:

          • Rules: Guidelines for formatting.

          • Example: Sample survey for reference.

          • Survey Data: Enter the actual survey questions and structure.

        • Follow the template exactly to avoid upload errors.

      3. Results – The system checks the file and confirms whether the upload succeeded or failed.

        • Successful: The survey is created and will appear in Launch → Performance.

        • Failed: Errors are listed with specific cell references so you can correct and re-upload.

      Upload Rules & Common Errors

      The system first checks file format/structure, then content.
      Below are some common errors and how to fix them:

      Scenario Error Message How to Resolve
      File is not an Excel file “Format of the file wrong, please use the Excel template…” Upload the provided Excel template.
      Incorrect headers or missing languages “The Excel headers are incorrect and do not align…” Use the downloaded template and match selected languages.
      Missing Survey Data tab “Survey Data missing…” Add the required tab and re-upload.
      Empty mandatory fields “Cell [x] must not be empty, it’s a mandatory field.” Fill all required fields: Survey name, Dimension, Subdimension, Question type, Optional, Question.
      Invalid question type “Cell [x], incorrect value. It should be Rating, OpenText, SingleChoice or MultipleChoice.” Correct the question type.
      Single/Multiple Choice missing options “Cell [x], must contain at least 2 options divided by a semicolon (;).” Add at least two valid options.
      Mismatched options across languages “Options provided in cells {0} must contain the same number of options in all languages.”

      Align the number of options in every language.