Setting up recurring surveys with our organization automation makes it easier to regularly share the same survey and gather employee data over time. This automation saves you time because once you set it up, you don't have to think about it again. It's the perfect solution for employee pulse surveys.
- Navigate to your homepage and click on the automations area icon ().
- In the side menu, click on Enalyzer*.
- Click on add automation. If you already have one or more automations click on the add automation icon () to add a new one.
- Select the organization** option.
- Select the groups you are going to send the recurring surveys to and click next.
- Select the survey you want to send out.
- Give your integration a name, set the date and time for your first invitation, define the frequency, and select the message that is going to be sent.
- When you're satisfied, click create.
- Click done to finish setting up and activating your automation.
Your automation is now stored in the automations library and can always be updated from there if needed. To see a history of changes made in a specific automation, scroll to the bottom and click automation log.
* This feature is only available in the Professional plan. Check out our plans.
** This feature is exclusive to organizations.