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 setup a recurring survey you can also set up a recurring survey using automated actions docid 6k2uhp22mlgnhaovzq0yx 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