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Automate Surveys
Admins can use automation to trigger workflows within the organization, initiating a series of automated actions based on specific conditions they set. Learn more in Add and manage Automation Workflow.
You can add workflows for conducting surveys to the employees of your organization.
Navigate to Settings > Automation.
- Click Add Workflow and type the workflow title.
- Select the Trigger point that initiates the automation.
- Set the Conditions and select operator for which the automation should trigger.
You can select multiple conditions as required.
4. Toggle the button to All or Any to automate the workflow when it meets the conditions.
When you select
- All: The trigger should satisfy all the specified conditions.
- Any: The trigger should satisfy any of those conditions.
5. In the Actions field, click the Select Action drop-down, and select Assign survey.
You can view all the surveys created by you, or for which you are a co-author. You can add multiple surveys if required.
Note: You cannot view the surveys created by others.
6. Select the survey you want to assign and click Next.
7. Click Choose existing Assignments, select the assignment, and click Assign.
Note: You can view the Surveys created by you and the assignments created by co-authors. Only the assignments that you share within the organization are available here. If the assignment is closed, you can open and assign it.
Or
Click Create New Assignment, type the title, modify the email message if required, set the start and end dates, and click Create.
Note: You can schedule the action to assign a survey to the respondents for a specific period.
8. Click Save at the top right to automate the workflow.
The surveys get automatically assigned to the employees based on the specified trigger points, conditions, and actions.