You can create different survey participant groups using filters. For example, if you want to send out new hire surveys to new hires only, you can create a filter to identify new hires only. Or if you want to create a filter to identify employees in the Sales department only as long as the employee demographic data is associated with employees loaded in Retainify.

How to create a Filter:

  1. Click on Filters located in the left panel.

  2. Filters display.

  3. Click on +New Filter.

  4. Enter a name for the filter in the Filter Name field.

  5. Filter survey participants using employee fields (e.g., Division is Sales, Gender is Female, etc.).

  6. Click Save.

The filter is added to the list. You can use this filter in more than one schedule. You can also click on View Employees to validate employees in the filter.

How to create a date-driven Filter:

A use case for a date-driven filter - you want to schedule a new hire survey to new hires 30 days from the employee's hire date but don't send this survey if passed 7 days from hire date:

  1. Follow steps 1 to 4 from above.

  2. Go to Hire Date.

  3. Click on the Rolling Date button.

  4. 2 empty fields display.

  5. Enter At least 30 days ago and no later than 37 (30 + additional 7 days) days ago.

  6. Click Save.

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