Scheduling Surveys and Reminders

To schedule your survey, take a look at the three scheduling options and select the one that is applicable to you. There are three options to schedule your survey:

• Creating a Scheduled Survey to Send Now.

• Creating a Scheduled Survey to Send Later.

• Creating a Scheduled Survey Based on Date.

To create a scheduled survey:

1. Under the Distribute section located in the left panel, click on Survey.

2. You will be redirected to the Survey Library page.

3. Click the Add survey button located at the top right of the page.

4. The Create a new survey window will appear, complete the following fields:

   1. Survey Title.

   2. Click on the Survey Type field and select a survey category from the dropdown list (e.g., Candidate Experience, Reference Check, Onboarding Experience, Exit Interview, etc.).

   3. Then select the Scheduled Survey box.

   4. This survey is anonymous check box is displayed. Click on the check box to set the survey as anonymous or leave it blank to make it not anonymous.

5. Click Create survey.

6. You are redirected to the Edit Survey page.

7. Click on the Edit Survey Details section to view or edit survey title or add or edit survey title translations.

8. Then go to the Add Survey Questions section to add questions and customize your survey pages:

   1. Add pages to your surveys.

   2. Add text to survey pages.

   3. Add questions to survey pages.

   4. Enable skip page.

9. Once the survey is scheduled, you can no longer edit the Questions section. Make sure you Preview your survey before you move on to the Schedule Surveys & Reminders section.

10. Then complete the Schedule Surveys & Reminders section:

    1. Click Here to create a Survey to Send Now.

    2. Click Here to create a Scheduled Survey to Send Later.

    3. Click Here to create a Scheduled Survey Based on Date.