You’ve built your survey and are ready to begin collecting valuable data. Below are a couple of methods you can use to assign participants to your survey.
Assigning a survey does not automatically send survey invites out to participants. Check your Survey Distribution Options in the survey settings to ensure email/SMS invitations and reminders are set up.
Manually Assign
If you’re running a point in time survey, it is recommended to assign participants manually. In your survey settings you will select manually assign participants in the assign participants section. This is the default option.
To manually assign employees to the survey, go to the manage participants page in your PEOPLE tab to export a list of all participants. You will want to include the assigned survey column in your export. This is the column we will use to assign your employees to the correct survey.
In the assigned survey column of your exported spreadsheet, enter the survey name exactly as it is in the platform in the cells for all the participants you want assigned to the survey. You can leave cells blank for the participants who you do not want assigned to the survey or remove these participant rows from your spreadsheet. Once your spreadsheet has been finalized, simply import it back into the platform using the import button on manage participants page.
Assign with Automatic Triggers
If you’re running an always on survey, it is recommended to assign participants using automatic trigger events. In your survey settings you will select automatic triggers in the assign participants section.
You will create rules that will trigger the platform to automatically assign participants to the survey once they meet the selected criteria. Trigger events will also unassign participants from always on surveys if they fall out of the trigger event criteria. Review this article for more details on setting up rules to best fit your always on survey type.
Participants are assigned to the survey the day after the trigger event has been added, and each morning after that. If you need to assign the survey before then, you can click on the assign survey now button and this will assign participants who meet the conditions of the trigger event to the survey. If you don’t have participants who meet the conditions and hit assign survey now, an error message will appear in the top right corner of the screen.
Assign Individually
If you need to assign your survey to a few participants and don’t want to assign in bulk, you can easily locate the participant in the manage participants table and select the Employee ID to access the participants’ profile.
Once in the participants profile, go to the assigned survey section and select the + assign a survey. Search for the name of the survey to assign and select. Remember to click the Save button in the lower right side of the screen.
