Mentorloop Surveys

Janina Mercado
Janina Mercado
  • Updated

Create and send custom feedback surveys to your participants directly from the Surveys tab in your Sentiments page, at any stage of your program.

Custom Surveys vs. the Sentiment Survey System

Custom Surveys are created and sent by you, whenever you need them. They are separate from Mentorloop's built-in Sentiment Survey System (MQS, Post-Meeting, and Close Loop surveys), which run automatically and cannot be edited.

What survey types are available?

  • Impact Survey — great as a baseline or exit survey at the start and/or end of your program to measure its impact.
  • Pulse Check Survey — ideal as a regular point-in-time check-in to monitor participant feedback and capture success stories.
  • Net Promoter Score Survey (NPS) — a simple, recognisable way to measure overall program satisfaction.

How do I create a survey?

Navigate to Sentiments in the left-hand navigation, select the Surveys tab, then click Create new.

Surveys tab in PC dashboard

Choose a survey template

Select your survey type, Impact, Pulse Check, or NPS, to start with a templated set of questions relevant to that survey's focus.

How do I build my survey?

The survey builder differs depending on your Mentorloop plan.

Enterprise

Build your survey by customising the pre-created questions or adding your own. Enterprise Program Coordinators can include up to 50 questions per survey.

Available question types: Linear scale (number or emoji rating), Multiple choice (single or multi-select), and Free text.

Pro

Pro Program Coordinators can select up to five questions from a pre-created question bank. Questions are used as-is — editing question wording or answer options is not available on Pro (upgrade to Enterprise to unlock this). View the full question bank here.

You can preview your survey 👁️ at any time using the preview icon in the top-right corner of the survey builder.

Save as draft

Not ready to send? Save your survey as a draft and return anytime to continue editing or to send it when you're ready.

How do I send my survey?

Select who receives your survey from the Recipients dropdown:

  • Everyone
  • Mentors
  • Mentees
  • Eithers (if applicable to your program)
  • Custom (select specific participants)

You can then customise the email subject and body that participants will receive before sending.

How do I view survey results and insights?

Select any survey from the Surveys tab to open its results. A summary is displayed at the top showing when the survey was sent, who it was sent to, and the response rate.

From here you can also resend the survey, this triggers a reminder email to any participants who haven't yet responded, as well as any new participants who have joined your program.

Closing your survey

Once you're satisfied with your results, close the survey. Once closed, no new participant responses can be submitted.

Analysing and exporting survey data

Within each survey you'll find a results summary collated per question, plus a Responses tab showing a table of all individual participant responses, easy to review and report on.

Survey data can be exported from the top-right corner of the survey results page in two formats:

  • A PDF of the visual report summary
  • A CSV file containing all individual survey responses

Once a survey is closed, you can generate a summarised analysis of responses to each free-text question using the ✦ AI summary feature. Select Generate AI summary once the survey has closed.

Survey AI summary button

What do participants see when they receive a survey?

Participants receive an email with a link to the survey. Clicking the link opens a webpage where they can complete the survey, no login required. Once they submit, they'll receive a follow-up email with a Continue to Mentorloop button, directing them back into the platform.

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