Send survey invitations to users
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Service Administration
You can send survey invitations using the Assign Survey or Send Invitations buttons on the Survey Definition form.
Before you begin
Role required: admin or survey_admin
About this task
Use the Send Invitations button to immediately assign survey instances to each survey user that is listed in the survey definition. Use the Assign Survey button to assign a survey instance to any one user at a time.
- Active check box is selected.
- State is Published.
- Survey is associated with at least one question.
Procedure
Related Content
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When an administrator creates a survey and assigns it to a user, an email notification is sent to the user. Selecting the survey link in the email notification redirects the user to the survey page, where the user can take the survey. This type of survey is called a non-triggered survey.
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Use a recipients list to define targeted set of users for whom the survey invite can be sent. You can use a recipients list for multiple surveys.
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Send the survey invites to targeted sets of users by adding a recipients list to a survey.
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Enable a user to take a survey after chatting with a support agent.