Example of Creating a Survey in Journeys

You’re configuring a survey journey template for new hires of Vision Corp to get their feedback on the onboarding process. You want to send this survey to new hires who join the organization from September to October.

Before You Start

• Create the questionnaire using the Journey Survey subscriber.
• Determine the period in which the survey needs to be assigned to persons.
• Note that you need to use the Journeys app to assign the journey. This example doesn’t cover that.

Create the Onboarding Experience Survey Journey

1. In the Setup and Maintenance work area, go to the Checklist Templates task.
2. Create the Onboarding Journey Experience Survey using the Survey category.
3. Click Add and enter details as described in this table. For other fields, use default values.

   Field	Value
   Name	Onboarding Journey Experience Survey
   Status	Active
   Country	All Countries
   Category	Survey
   Survey	General
   Archive After Months	6
   Purge After Months	6

4. In the Configure Criteria section, click Add and then Edit.
5. In the Condition Builder dialog box, click Create Group. Enter values as described in this table.

   Field	Value
   Attribute	Legal Employer
   Operator	Equals
   Ignore Case	Leave as is
   Operand Type	Constant
   Operand Value	Vision Corp – Tech

6. Click OK.
7. In the Tasks tab, click Add and enter details as described in this table.

   Field	Value
   Name	Share Your Feedback
   Status	Active
   Description	Optional
   Task Type	Default is Survey
   Questionnaire	Onboarding Experience

8. Click Save and Close.
9. In the Message tab, enter details as described in this table. For others, use the default values.

   Field	Value
   Title	Share Your Experience
   Subtitle	Feedback survey
   Completion Message	Thanks for your valuable feedback.

10. Click OK and Save.
11. In the Scheduled Allocation section of the Schedule Allocation tab, enter the values shown in this table:

    Field	Value
    Start On	02-Sep-2023
    Repeat	Week
    Repeat on This Day	Monday
    End Recurrence	Number of occurrences
    After this many occurrences	8
    Number of Runs Per Period	Once per period

12. In the Reporting Attributes section, enter the values shown in this table:

    Field	Value
    Analysis Period	2 months
    Threshold Score	5

13. Click Generate to generate the period summary. Review and adjust the start and end dates, if required.
14. Click Save and Close.