Schedule a survey

A guide to scheduling a survey

Once you have designed a survey or chosen a Woba template you want to use, you are ready to schedule the survey.

You schedule a survey by going to: Surveys > Calendar.

Schedule survey

1. Navigate to the Calendar.

2. Select  Schedule a new survey.

3. Select the questionnaire template you want to send out.

4. Mark the departments or employees that should receive the survey.

5. Select a start and end date for the survey.

6. If the survey is to be sent out several times on a regular basis, you can choose how often it.

7. Leave Turn on Invitations and Turn on Reminders on/off.

Default invitations will be sent to the respondents at the start of the survey at 09:00. If the survey starts today later than 09:00 the invitations will be sent straight away. If you want to customize the invitation disable this.

Default reminders will be sent to the respondents of the survey. If the survey period is equal or less than two weeks, one will be sent halfway through the surveys period and the other on the second last day. If the survey period is greater than two weeks, then reminders will be sent 1/3 into the period, another at 2/3 into the period, and the final on the second last day. Reminders are sent at 09:00 if you want to customize the reminder disable this 

8. Select Schedule survey.

9. Your survey is now scheduled.

Click the video below to see how to schedule a survey: