Summary

• Introduction
• How to Access Crewhu ESAT
• Creating a Survey
  • Choosing How to Start
  • Survey Setup
  • Add Audience
  • Launch
• Managing Your Campaigns
  • Campaign Status
  • Adding Employees After Launch
• Analyzing Your Results
• Best Practices

Introduction

Crewhu's Employee Satisfaction (ESAT) surveys help you spot and fix engagement problems before they turn into turnover. You create anonymous surveys, send them to your teams, collect responses without knowing who answered what, and analyze the results in an interactive heatmap that reveals satisfaction trends by team, group, and location.

How to Access Crewhu ESAT

Go to Crewhu Pulse and look for ESAT in the left sidebar. 

Expand ESAT to see two sections:

• Analytics — where you view results.
• Campaigns — where you create and manage surveys.

Creating a Survey

When your account has no ESAT campaigns yet, the Campaigns section shows an empty state card explaining what ESAT is and offering two actions: Create Your First Survey and a link to the Knowledge Base.

To create a campaign, click Create Your First ESAT Survey, or, once campaigns already exist, click the Create button at the top of the page.

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Choosing How to Start

Clicking Create opens the Create Survey modal, where you set:

• Name: the name of your campaign.
• How do you want to start: the starting point for your survey. Two options are available:

1. Crewhu ESAT template

Also known as the Badass Employee Experience template, this starts the survey with ready-made categories and questions. 

It covers seven dimensions: Culture, Amazing Customer Experience, Leadership, Transparency, Recognition, Growth, and Productivity, and 25 carefully structured questions. You can edit, add, or remove any question before sending. 

This is the default option, and the recommended starting point if you want a validated foundation you can launch quickly.

2. Start from scratch

It starts with a blank survey, so you can build your own categories and questions to match your organization's priorities.

After naming your campaign and choosing a starting point, click Next. Your survey is now created and ready to configure.

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Survey Setup

This step configures the email, intro page, survey page, and thank-you page. Changes save automatically as you move between steps, and the survey stays saved as a Draft until you launch.

You can see which step you're on at the top and navigate between them.

Email

Customize the subject, intro text, body, button text, and template color employees see in the invitation. Every edit is reflected in the preview on the right.

Best Practice:
Use inviting, upbeat language that encourages employees to respond.

Intro Page

This is the first page employees see when they open the survey. Use the rich text editor (formatting, lists, text color, images/GIFs) to explain why the survey matters and how the questions work.

Survey Page

The Survey Page tab shows the categories and questions that make up the campaign. What you find here depends on the starting point you chose when creating the campaign:

• If you chose Crewhu ESAT template, the seven categories and 25 questions are already created and configured. You can edit, reorder, add, or remove any category or question before launching.
• If you chose Start from scratch, the Survey Page starts empty, and you need to manually add every category and question.

Every question uses a fixed 1-7 scale anchored at the extremes: 1 = Strongly Disagree and 7 = Strongly Agree. The midpoints (2 through 6) are unlabeled. 

Drag and drop to reorder questions within a category. You can also set the Sub Left/Sub Right labels and the submit button's text and color.

Thank You Page

This is what employees see after submitting their responses. Use it to thank them, highlight next steps, or reinforce company values. 

You can fully customize it using the rich text editor. 

Both the Intro Page and the Thank You Page can be edited even after launch. Anyone who responds after your change will see the updated version.

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Add Audience

Select which employees will receive the survey. Only active employees can be selected, and you can search by name, location, group, or team — selecting a group selects everyone in it.

After clicking Next, you'll review the full audience list, where you can search, add more people (Add Employees), or remove anyone before launch (select them, then use the delete option, or Clear list to start over).

Important:
Once you launch, the audience locks. You can't remove anyone who already received the invite, though you can still add new employees to a running campaign — they'll get the invite and count toward the conversion rate.

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Launch

The Launch step shows a final summary before sending: the email subject, categories/questions, and total audience count, plus a reminder that emails go out immediately and the audience can't be reduced afterward.

Click Launch to send invitations to everyone selected. The campaign moves to Active, and you'll see a confirmation with a link back to your Campaigns list.

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Managing Your Campaigns

Your Campaigns list shows every survey you've created, with each row displaying the campaign name, number invited, conversion rate, number sent, and status.

Campaign Status

A campaign can be in one of these states:

• Draft: created but not launched. Shown as a tag next to the name, with no status indicator.
• Active: collecting responses.
• Inactive: paused. Employees see a "survey unavailable" message; partial responses are preserved and collection can resume later.

To change status, use the selector in the Status column: choose Inactive to pause (partial responses are kept) or Active to resume (employees continue from where they left off). 

You'll see a confirmation after the change.

Adding Employees After Launch

Open the campaign, go to the Add Audience step, and click Add Employees. New additions are marked with a New tag in the audience list. 

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Analyzing Your Results

Visit the Analytics page (while a campaign is running or once it's complete) to see response data and trends.

A campaign selector at the top defaults to your most recent campaign and lists every Active and Inactive campaign with results in reverse chronological order. Drafts don't appear, since they've never launched.

Two summary cards show:

• Conversion: percentage (and count) of invited employees who completed the survey. Partial responses don't count.
• Score: overall satisfaction as a percentage (0–100%) and average response on the 1-7 scale (e.g., 5.2 of 7).

Below that, an interactive heatmap breaks responses down by category, grouped by Team, Location, or Group (your choice). 

Rows are the survey's categories — click one to expand and see individual questions. Columns show:

• Company Rating: average across all employees.
• Your Rating: your own responses as administrator (visible only to you; shows a dash if you haven't completed the survey).
• One column per group: each team/location/group in your audience gets its own average.

Employees with no assigned team appear under Unassigned. Each cell is color-coded: green (6.0+, strong), yellow (4.0–5.9, moderate), red (below 4.0, needs attention). The Overall Totals row at the bottom averages every question per column.

Only completed responses count toward any of these numbers — for a paused or closed survey, the data reflects what was collected up to that point.

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Best Practices

Launch with a diverse audience

The more employees who respond, the more reliable your results. Consider inviting entire teams or departments rather than just a handful of people.

Customize the Intro and Thank You pages to reflect your culture

Use them to thank people, explain what comes next, or reinforce company values.

Review results by team

The heatmap's team columns reveal engagement patterns: a team scoring lower in specific categories signals where to focus support or a conversation.

Act on the results

Low scores in Leadership or Transparency, for example, are signals worth addressing. Share what you learned and what you're doing about it: employees want to see their feedback drive change.

Run surveys regularly

ESAT works best as a recurring check-in. Quarterly or biannual surveys let you track progress over time.

Keep anonymity clear

Let employees know upfront that responses are completely anonymous and never shared with managers or coworkers. That trust is essential for honest feedback.

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