Adding forms to a survey
Once you’ve created a survey, you can select it from the Engagement Survey list.
When you first open your survey, it won't have any fields or tasks associated with it. You must first add a form to the survey.
Forms are made up of built-in and custom ChartHop fields used by your organization to capture and store data. You can use these fields to create performance survey-specific forms to use in the survey. Learn more.
You can add multiple forms to each survey. For example, you may send a slightly different form to certain departments. When you add a form, you have the ability to specify the group of employees who will receive that form based on their information.
Adding a form to a survey involves the following steps:
- Selecting a form for your survey
- Adding people to your survey
- Customizing the notification message for your survey
- Reviewing and sending out the form to your participants
You can also set up a recurring survey using Automated Actions.
To set up a recurring survey:
- Go to the survey
- Go to the Automated Actions Tab
- Create an Action, name the action for the survey
- Link the Action to your Survey
- Create a schedule for the Action
- Add a step for sending the Form and select the Form you want to send.
- Activate the action.
