1. Implementing and Using Journeys
  2. Use Cases for Surveys in Journeys

Use Cases for Surveys in Journeys

This table shows some common scenarios where surveys are used in journeys and the steps to configure each:

Use Case Scenario Description Configuration Steps
Configure a survey journey that's assigned once and needs to be completed within 3 days after its assigned. An HR specialist wants to assign a one-time survey journey to obtain details of the workers attending a department's All Hands Meet in the Bengaluru office. The survey journey is assigned on 01-Jun-2024 and workers need to respond on or before 04-Jun-2024.
  1. Create the survey schedule by entering these values:
    1. Start Date: 01-Jun-2024
    2. End Recurrence: Specific Date
    3. End Date: 04-Jun-2024
  2. Assign the survey to the required set of people.
Extend the deadline of the survey journey by 2 days on the last day. Since many workers haven't responded to the survey requesting their details, the HR specialist wants to extend the survey duration to allow workers to respond on or before 06-Jun-2024.
  1. Edit the end date value as follows in the Period Summary section under the Schedule Allocation tab:
    1. End Date: 06-Jun-2024
Verify personal details of workers in an annual survey journey. An HR specialist wants to assign an annual survey journey to workers to verify their personal details. The journey needs to be a recurring survey for the next 5 years. The survey journey needs to be assigned every year on 01-Jan-2024 until 01-Jan-2028. Additionally, the survey should be available for workers to respond until 20th January of each year.
  1. Create the survey schedule by entering these values:
    1. Start Date: 01-Jan-2024
    2. Repeat: Year
    3. Occurrences: 5
  2. By default, the end date for each period is set to 31st December. Therefore, modify the end date in the period summary as 20th January for each period.
  3. Assign the survey to the required set of people.
Update the questionnaire associated with the survey journey to include 2 new questions. A survey journey is configured with the following questionnaire: Annual Survey - Personal Details. The questionnaire has 5 questions and is assigned with a recurring schedule. Two new questions need to be added from the 2nd year onwards.
  1. Edit the Annual Survey - Personal Details questionnaire to include 2 new questions.
  2. When the 2nd instance of the survey journey is assigned, the survey will include the 2 new questions that were added to the questionnaire.
Replace the questionnaire associated with the survey journey with a new questionnaire. A survey journey is configured with the following questionnaire: Annual Survey - Personal Details. The questionnaire has 7 questions and is assigned with a recurring schedule. The questionnaire needs to be replaced from the 3rd year onwards. Even if you replace the questionnaire of the survey with a new questionnaire, the existing schedule continues to use the associated survey questionnaire when the survey was first assigned.
However, you can follow these steps to use the new questionnaire:
  1. Delete the future recurrences in the schedule.
  2. Associate the new questionnaire.
  3. Create a new schedule with the required start date and recurrence.
  4. Assign the survey to the required set of people.

You need to run the Process HR Checklist and Tasks process daily to automatically uptake the changes you made to the survey journey.