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. Leave
Turn on Invitations and
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
7. Select Schedule survey.
8. Your survey is now scheduled.
Remember: to create invitations and reminders for your survey. If you have not set Woba to automatically create this for you, you can read more about how to create it yourself here.
Adding New Employees to Active or Planned Surveys
If you have created new employees, or need to add additional employees to a survey that has already been scheduled or sent out, you can add them directly from the Calendar.
Follow the steps below to add employees to an existing survey.
Please note: Employees added after invitations or reminders have already been sent will not receive those past messages. They will only receive future invitations or reminders.
If an employee wants to respond to the survey immediately, they can do so by logging in to the Employee Portal. The survey will become available to them as soon as they have been added to it in the Calendar.
Steps:
1. Navigate to the Calendar.
2. Find the survey the employee should participate in.
3. On the right-hand side of the survey, click the arrow icon (⌄) to expand the settings.
4. Select the departments or individual employees who should be included in the survey.
5. Click Save changes.
6. The selected employee(s) have now been added to the survey.