How You Schedule Surveys in Journeys

You configure the schedule based on which you want to assign a survey in the Schedule Allocation tab of the survey journey.

Depending on whether it’s one-time or a recurring assignment, you can selecting one of these recurrence options:

• Never - Indicates the assignment is one-time and won't recur.
• Day - Indicates the assignment is on a daily basis.
• Week - Indicates the assignement is on a weekly basis. For example, every Monday.
• Calendar month - Indicates the assignment is on a monthly basis. For example, say you have set the recurrence to start on 20th September and set the recurrence value to 3, then the journey is assigned on 20th September, 20th October, and 20th November.
• Year - Indicates the assignment is every year.

Based on the start date and the frequency you specify, the period summary is automatically generated. This summary lists the start date and end dates and the active periods between those dates during which the survey will be assigned. If you don’t want the survey to be assigned during a particular period, you can deselect that period.

The configuration you make on the Schedule Allocation tab has an impact when you assign the survey to people in the Assign Journey page. You can assign a survey only if the date falls in an active period in the schedule.

Once you configure the schedule it’s recommended not to make any change to the frequency because this impacts the reporting.