Send Survey

The Send Survey tool allows you to send surveys directly to employees in Retainify. This method helps you capture demographic (e.g., Division, gender, department, job title, etc.) data of the survey participants so that you can slice and dice your survey data when viewing your responses.

How to send a survey via Send Survey:

  1. Click on Surveys located in the left panel.

  2. Your surveys display.

  3. Locate the survey you would like to send to employees. You can also enter keywords in the Search field to locate your survey.

  4. Click on the icon under Collect.

  5. Click on the Send Survey link.

  6. Check the employees you would like to send the survey to. You can also enter keywords (e.g., Marketing) in the Search field to locate your employee(s).

  7. Click Send Survey.

How to send a survey via Email Import:

  1. Click on Email Imports located next to Send Survey button. Email Imports box displays. 

  2. Copy and paste email addresses in the Recipients box.

  3. Click Send Survey.

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