Configure trigger conditions to specify when to send a particular survey and the persons to send it to.

Before you begin

Role required: admin or survey_admin or survey_creator

Procedure

  1. Navigate to All > Survey > Administration > Trigger Conditions.
  2. Click New.
    Note: Do not specify particular users for a triggered survey because only the specified users are allowed to take the survey.
  3. On the Trigger Condition form, fill in the fields.

    For a description of the field values, see Trigger Condition form for surveys.

    You can also create a trigger condition directly from the survey creator. If you select Certain users can take this survey, based on conditions in the Survey User Access section, the Trigger Condition form opens automatically when you click Save as Draft or Publish.

Example

Figure 1. Survey Trigger Condition form
Survey Trigger Condition form