Add people to a survey
After you select a form, you must select the individuals who are included as participants for that specific form.
The group of participants you established when you first created the survey are included by default. You can apply filters or use Carrot queries to further narrow down the group of recipients.
The survey preview section displays a list of all the participants who meet the criteria and are to be included in the survey for that specific form.
To participate in a survey, employees must be members of your organization as well as active users in ChartHop. You cannot include an employee who is not a ChartHop user.
To select which people receive the form:
- From the left sidebar, select More and select Surveys.
- Select your survey by selecting the name of the survey in the list.
- In the Survey filters section, use the filters or define a Carrot query to filter the group of employees to be included as participants. For example, you can filter by department when you are using department-specific forms.
- Use the filters or a Carrot query to filter the group of employees to be included as participants.
- Select Next to continue.