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  3. Sending Automated Surveys (Closed)

Sending Automated Surveys (Closed)

You can 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.

Automatic recurring surveys are 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/Receive, then click 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 the schedule:

Daily Schedule Settings
Weekly Schedule Settings
Monthly Schedule Settings

Select Available Filters (Scout Reports)

Preview and Send

When sending a 1-Month Satisfaction Survey, create the first invitation to be sent once. Then create a second invitation titled “Follow up: 1-Month Satisfaction Survey” to be sent weekly for two weeks.

Updated on June 24, 2022

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