Once a filter is created, you can now create a schedule for the survey. 

How to create a Schedule:

  1. Click on Schedules located in the left panel.

  2. Schedules display.

  3. Click on +New Schedule.

  4. Enter a name for the schedule in the Name field.

  5. Click on the Survey radio button.

  6. Select the survey you would like to schedule in the survey dropdown menu.

  7. Select a filter in the filter dropdown menu.

  8. Enter a Start Date and End Date for the schedule. These dates indicate how long the schedule is active.

  9. Enter an Interval (numerical value only) and Interval Unit (Days, Months, Years). Interval and Interval Unit determine the frequency the schedule runs.

    For example, if you want to schedule a quarterly pulse survey for your employees, you would enter 3 in Interval and Months in Interval Unit so that the quarterly pulse survey is scheduled to send to employees every 3 months.

    Another example, if you want to schedule new hire surveys daily (new hire can start any day of the week!), you would enter 1 in Interval and Days in Interval Unit so that the schedule runs every day to catch all new hires and send them surveys.

  10. Check the Reminder Emails box if you would like to schedule reminders for the survey.

  11. Complete Email Subject and Email Body fields.

  12. Enter an Interval (numerical value only) and Interval Unit (Days, Months, Years). Interval and Interval Unit determine the frequency reminder emails are scheduled to send to employees.

  13. Enter a Reminder Limit (numerical value only). The Reminder Limit determines the number of reminders employees receive.

  14. Click Save.

To deactivate the schedule, click Delete.

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