Create a Touchpoints Survey Journey

The Touchpoints survey is a type of survey journey that’s created using the Checklist Templates task.

The first step in creating the Touchpoints survey is to provide a name for the survey journey and specify its archival and purge criteria.

1. Go to My Client Groups > Quick Actions > Show More > Checklist Templates.
2. Click Create.
3. Complete the fields as shown in this table.

   Field	Description
   Name	Enter a name for the survey journey.
   Code	The code is auto-populated. You can change it if required.
   Country	For information purposes, select the country to which the survey is applicable. This doesn’t filter the survey based on the country.
   Category	Select Survey.
   Survey Subtype	Select Touchpoints.
   Archive After Months	The survey journey is archived these number of months after its expiration or completion by the employee or HR specialist. When a survey journey is archived, it no longer appears in the application. But it’s still present in the archive tables in the database. Note: The responses provided by employees to survey questions aren’t archived. They’re available in the database for reporting purposes.
   Purge After Months	The archived survey journey is purged these number of months after its expiration or completion by the employee or HR specialist. Purged survey journeys are permanently removed from the archive tables. Note: The responses provided by employees to survey questions aren’t purged. They’re available in the database for reporting purposes.

4. Click OK.
5. Review the details on the General tab. Edit the other details as required. You can enter the effective start and end dates for the survey journey configuration.
6. To finalize the survey journey and use it immediately, set its status to Active. Otherwise set it to Draft.
7. Click Save.