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Create a nurture event for survey

Admins and managers can add an event to a nurture stream milestone to collect feedback from employees at a specific point in their journey. The event is triggered based on the nurture stream's configured base date.

1. Add an event

Navigate to Apps → Butterfly EI → Nurture.

  1. Select the nurture stream where you want to add an event.
  2. Click Add Event on the milestone where the event should trigger.
  3. Select the event type:

⚠️Warning: If you navigate away from the creation page before submitting the stream, your entries are not saved.

The remaining steps apply when you select Create survey.

2. Define milestone and trigger

  1. In the "Milestone & trigger" step, set the From and to range for when the survey can trigger relative to the stream's base date. For example, set from Day 1 to Unlimited.
  2. Under Results & reports, configure how frequently results are grouped on the dashboard and set the Trigger Evaluation Time.
  3. (Optional) Enable Show disclaimer page to employees before they start the survey and enter the disclaimer text.
  4. Click Next.

3. Add questions to the survey

3.1. Add question categories

Question categories allow you to group questions and calculate a separate score for each group.

  1. (Optional) Under Question Categories, click Add Category.
  2. Enter a category name.
  3. (Optional) Enter SVG code to display a custom icon for the category.
  4. Select a type of score: Average or Percent of favorable votes.
  5. (Optional) Enable Contributes to Overall Score to include the category's score in the survey's overall score.
  6. Repeat these steps to add more categories. To remove a category, click the Delete trash icon.

3.2. Add questions

Add custom questions to the custom library that are specific to your organization's requirements and add them to your survey. For more information, refer to Add custom questions for a survey.

Notes:

  • New questions are automatically saved to your custom library so you can reuse them in future surveys.
  • You can assign categories to questions only after you create at least one category and select a question. A follow-up question must have at least one “Ask when” condition selected before you can save it.

4. Set up the notification

  1. Enter a title and message to introduce the survey to employees.
  2. (Optional) Enable Send description in all supported languages to users whose language is unknown.
  3. (Optional) Enable Hide survey expiration time in invite.
  4. Under Send Reminders, select Enabled or Disabled.
  5. If you select Enabled, set the time and day to send the reminder.
  6. Under Send Manager Recaps When Survey Closes, select Enabled or Disabled.
  7. Under Send Manager Recaps If Enough Users Answer After Survey Closes, select the required option.
  8. Click Next.

5. Manage translations

  1. Review the auto-generated translations under the General and Questions tabs.
  2. Edit translations as required.
  3. Click Next.

6. Complete the survey setup

  1. Enter a survey name. The name and description are visible only to you, not to employees.
  2. (Optional) Enter a survey description.
  3. (Optional) Enable Allow users to continue the survey where they left off.
  4. Click Submit to create the event.

The new event appears as a tile on the nurture stream timeline under the milestone you configured.

  • Use the toggle on the event tile to enable or disable it.
  • Click Report to view results after the event is live.

For more information about creating a stream, refer to Create a nurture stream.

ℹ️Additional information about the question types:

  • If you select single/multi choice question:
    1. (Optional) Enable Allow Selection of Multiple Options.
    2. Enter the answer options.
    3. (Optional) Enable Allow Comments to allow employees to add comments.
    4. (Optional) Click + Add choice to add more answer options.
  • If you select a rating or thumbs up/down question, select a rating scale.
  • No additional configuration is required for open-ended and eNPS questions.