Scheduling a Survey

Scheduling a survey's delivery is helpful if you want to automate the delivery to your organization rather than manually sending the survey.

Video-Tutorial:

Step-By-Step Tutorial:

1. Select the Documents tab
    

2. Select Surveys
    

3. Select the menu icon to the right on the survey you wish to set a schedule for and select Edit
    

4. Navigate to the Schedule section and select + Add
    

5. Name your survey schedule
    

6. Set the frequency of your survey schedule, selecting either daily, weekly, or monthly
    

7. If you've selected to run this survey Daily, you will need to next select which days to run the survey
    

8. Now, set the date parameters for when to send and when to end the survey. You will also set the time you wish the survey to send at
    

9. Check the box if you would like this schedule to apply to all assigned organizations or select which organizations this schedule should apply to independently.
    

10. Lastly check if this is an active survey schedule or not. Checking this box insinuates that this schedule is currently running, unchecking this box is a quick way to disable the survey.
     

11. Select OK to add your schedule to your survey configuration
     

12. Select Save to save your survey configuration edits