Product Support

General

First Way 1. First, log into your EDASurveys account. 2. Next, click on the circle icon with your initials on the upper right side which will then take you to My Profile.   3. Under the My Profile screen, scroll down to the bottom and click Edit Info.  4. Next, enter your new password in the fields and click […]

First Way 1. First, log into your EDASurveys account.  2. Next, click on the circle icon with your initials on the upper right side which will then take you to My Profile.   3. Under the My Profile screen, scroll down to the bottom and click Edit Info next to your name and email.  4. Next, enter your […]

1. First, log into your EDA Surveys account. 2. Next, click on the gear icon found next to the circle with your initials on the upper right side     3. You will now be in the Account Settings Click on Platform Customization. 4. To add your logo, click on Add New Brand. 5. Next, enter a name […]

1. First, log into your EDASurveys account. 2. Next, click on the gear icon found next to the circle with your initials on the upper right side. 3. You will now be in the Account Settings section which includes personal settings, administrative settings, and reseller account management. Click on Organization Profiles. 4. To add an organization, click Add Organization […]

1.On the log in page, click Forgot Your Password.  2. Next, enter the email address associated with the account and click Reset Password.  3. After clicking on Reset Password, if your e-mail is found in our database, a reset password link will be sent to your email address.  4. In the email, click on Set […]

1.To create an account, first go to the EDASurveys website by clicking on this link – https://surveys.edainc.io/.                       2. Next, click on Get Started and enter your email address and create a password and check the box that you accept the terms and policies and […]

Projects

1. Log into your EDASurveys account.   2. On the Home Page, click on Library on the upper lefthand side.  3. Next, click on Competencies and then click on Add Competency on the right side to add a Competency.   4. After clicking Add Competency, a pop up will appear. Enter the Competency in the Enter Competency Here area and the […]

1. Log into your EDASurveys account.   2. On the Home Page, click on Library on the upper lefthand side.  3. Next, click on Competencies and then click on Add Competency on the right side to add a Custom Health Area.   4. After clicking Add Competency, a pop up will appear. Enter the Custom Health Area in the Enter Competency […]

1. Log into your EDASurveys account.  2. On the homepage, select the Projects tab on the left-hand side.  3. You will see all the projects that you have started.   4. Hover over the project you would like to add instructions to and click View Project.    5. Click Edit Project.   6. Click into the Introduction box and start typing an introduction.   7. Save […]

1. Log into your EDASurveys account.     2. On the Home Page, click on Projects on the upper left-hand side.    3. Within the Projects folder, select the Projects tab. Next, hover over the project you would like to select to add a survey intro. Click View Project.  4. Next, click Edit Project to add and/or to make changes to […]

1. Log into your EDASurveys account.    2. On the Home Page, click on Projects folder on the upper left-hand side.   3. Within the Projects folder, you have the option to select Projects or Archived. The Projects tab will show current and total number of projects. 4. Hover over the project you would like to view and click View […]

1. Log into your EDASurveys account.    2. On the Home Page, click on Start New Project on the upper left-hand side.   3. You will have two options: to build a custom Enterprise Survey or to use a pre-built template.   a. Custom: Hover over the Enterprise Survey box and click Custom Build to build an Enterprise Survey from scratch.   b. […]

1. Log into your EDASurveys account.    2. On the Home Page, click on Projects folder on the upper left-hand side.   3. Within the Projects folder, you have the option to select Projects.  4. Hover over the project you would like to view and click View Project.  5. Once Viewing Project, you will find your project details. This view provides information […]

1. Log into your EDASurveys account.   2. On the Home Page, click on Start New Project on the upper lefthand side.  3. Hover over the Culture 20/20 Survey and click on Use This Template. If you make any updates to the template, you can save your template, and this is where you would see your saved template(s).   4. Next, […]

1. Log into your EDASurveys Account.  2. On the homepage, select the Projects tab on the left-hand side. 3. You will see all the projects that you have started. 4. Hover over the project you would like to change an answer type in and click View Project.  5. Click Edit Project. 6. Scroll down to the question you would like to […]

Templates

Sending & Lists

Library

This is test.

1. Log into your EDA Survey account. 2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Survey Messages tab at the top off the library. Click Add Message on the upper righthand side.   4. A window will appear to Create Custom Message. Here, you can choose your recipient type: […]

1. Log into your EDA Surveys account. 2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Questions tab at the top of the library. Here you will find the User Defined and EDA Selected pre-built questions sections.   4. Locate the question you would like to preview. On the righthand side of the […]

1. Log into your EDASurveys account.     2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Competencies tab at the top of the library. Here you will find the User Defined and EDA Selected pre-built competency sections.   4. Locate the competency you would like to preview. On the righthand side of the […]

1. Log into your EDA Surveys account. 2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Questions tab at the top of the library. Click Add Question on the upper righthand side.   4. The Add Question window will appear. Here, you can begin inputting relevant information to add a question.    […]

1. Log into your EDASurveys account.     2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Competencies tab at the top of the library. Click Add Competency on the upper righthand side.   4. The Add Competency window will appear. Here, you can begin inputting relevant information to add a competency.   Steps for […]

1. Log into your EDA Surveys account.     2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Survey Messages tab at the top of the library.   4. In the Survey Messages tab, you will find the survey messages. Here, you have two options:  User Defined: This allows users to add their own […]

1. Log into your EDA Surveys account. 2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Questions tab at the top of the library.   4. Within the Questions tab, you can find the Questions. Here, you have two options:  User Defined: This allows users to add their own custom question types.   […]

1. Log into your EDASurveys account.     2. On the Home Page, click on Library tab on the left-hand side.    3. Next, select the Competencies tab at the top of the library.   4. Within the Competencies tab, you have two options:  User Defined: This allows users to add their own custom competencies. EDA Selected: These are competencies built by EDA. […]

Reporting

#1

The #1 reason mergers and acquisitions fail is culture clash. Request access to our EDA Surveys platform to begin building a better culture

Schedule a chat with one of our expert coaches

To speak with an EDA professional, please fill out the form. Be sure to identify a solution or product you are interested in pursuing. We look forward to speaking with you!

Try our service for free