You can now schedule surveys to be sent once OR recurring surveys to be sent daily, weekly or monthly. This is particularly helpful when sending satisfaction surveys to entrepreneur clients who requested assistance.
Note: Sending automatic recurring surveys is only available for Closed Surveys.
To get started:
1. Create Survey Content
2. Select Survey Options
3. Create invitation to take the survey
4. Click Send / Resend >Select Setup Distribution List
On the top portion of the Survey Invitation Options, select Invitation Type > Email
Select “When to Send:”
- Immediately (once)
- Set day & time (once)
- Daily
- Weekly
- Monthly
If Daily, Weekly or Monthly is selected, set schedule.
Select Available Filters (Scout Reports)
Preview and Send
Tip: When sending a 1-Month Satisfaction Survey, create the first invitation to be sent once. Then create a second invitation entitled “Follow Up: 1-Month Satisfaction Survey” to be sent weekly for two weeks.
Recommended filters for sending 1-Month Satisfaction Surveys to a group include:
- Interaction Date (i.e. June 1-30)
- Interaction Type (Initial walk, initial email, initial phone, additional request)
- Client Status (Active Client)