Sending a survey
Surveys can be sent from two locations in the product
- App Page
- Workflow Request Overview Page
Who can create or send a survey?
Currently, only admins have the ability to create and send surveys.
App page
Surveys can be sent for any application in your portfolio. Following these steps to send a survey
- Navigate to the Surveys Tab within the Application page.
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- Start a New Survey by clicking the "Create new survey" button.
- A modal window will appear, allowing you to specify survey details.
- (1) Select form: Choose the appropriate survey you would like to send
- (2) Survey deadline: Specify the desired end date for the survey. Responses will not be accepted after this date.
- (3) Selecting users: You can either add users manually or choose to upload in bulk using a csv file.
- (4) Import from csv: Upload a CSV file containing the list of email addresses of intended recipients in the first column.
- Tip: Utilize the product's built-in feature to download user lists (e.g. engaged users, provisioned users etc) as CSV files to get a head start.
- (5) Add users manually: Enter the name of the user one by one to add them manually
- (4) Import from csv: Upload a CSV file containing the list of email addresses of intended recipients in the first column.
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- Once you've added recipients, click "Send survey" to initiate the survey.
Workflow - Request Overview page
Surveys can also be sent as a part of a renewal workflow of a given application.
- Navigate to the Insights section within the Request Overview page
- Click the “Start survey” button
- A modal window will appear, allowing you to specify survey details.
- (1) Select form: Choose the appropriate survey you would like to send
- (2) Survey deadline: Specify the desired end date for the survey. Responses will not be accepted after this date.
- (3) Selecting users: You can either add users manually or choose to upload in bulk using a csv file.
- (4) Import from csv: Upload a CSV file containing the list of email addresses of intended recipients in the first column.
- Tip: Utilize the product's built-in feature to download user lists (e.g., engaged, provisioned etc) as CSV files to send surveys.
- (5) Add users manually: Enter the name of the user one by one to add them manually
- (4) Import from csv: Upload a CSV file containing the list of email addresses of intended recipients in the first column.
- Once you've added recipients, click "Send survey" to initiate the survey.