Follow the steps below depending on your survey's frequency.
For manual or single occasions surveys (suitable for survey that are quarterly or less frequent)
Enter the name of the survey.
Specify the dates on which the survey will be available.
Enter frequency Single occasion.
Choose which day of the week the survey is to be sent out.
Choose which days of the week a reminder should be sent out (by default, the reminder will be sent out at 09.00am). We recommend a reminder on Mondays, Wednesdays and Fridays.
Select the group to which the questions/survey will be sent to.
Activate the KPI or/and questions that should be included in your survey.
Press Save.
For automatic mailings (suitable for high frequency, as weekly, biweekly or monthly)
Enter the name of the survey.
Specify the dates on which the survey will be active.
Enter the frequency of how often questions should be sent out.
Choose which day of the week the survey is to be sent out with each mailing of new questions.
Choose which days of the week a reminder should be sent out (by default, the reminder will be sent out at 09.00am). We recommend a reminder on Mondays, Wednesdays and Fridays.
Select the group to which the questions will be sent to.
Activate the KPI or/and questions that should be included in your survey.
The tool detects the number of questions to be sent out per occasion. Or you choose it yourself under Number of questions per mailing.