How do I create a survey journey?

To create a survey journey, start signed in as a user with the Journey Builder duty role so you can administer Journeys; for example, an HR specialist. You must have already created a questionnaire for either the Journey Survey or Touchpoint subscriber. Navigate to the Checklist Templates page and create a new Journey.

Click My Client Groups.

Click Show More.

In the Employment section, click Checklist Templates.

On the Checklist Templates page, click Create.

Provide a descriptive name.

In the Name field, enter Annual Employee Satisfaction Survey.

The Category must be Survey.

In the Category drop-down list, select Survey.

Select the subtype based on how you want to access the survey results. If you select General, you must create your own report. For Touchpoints surveys, you must use the Touchpoints dashboard. For this example we’ll use General.

In the Survey Subtype drop-down list, select General.

Country is for informational purposes only.

You must set appropriate archiving times.

In the Archive After Months field, enter 24.

In the Purge After Months field, enter 36.

Click OK.

Configure the journey as you would any other journey; for example, you can set criteria to restrict visibility by legal employer or business unit.

In the Status drop-down list, select Active.

In the Date From field, enter January 1, 2024.

However, on the Tasks tab, you must create a single task. It will be of Task Type Survey, and you must select your questionnaire there. You’ll typically accept the default display settings for your survey task.

Click the Tasks tab.

Click the Create icon.

Click the Create task.

Click Save.

In the Name field, enter Annual Satisfaction Survey.

In the Questionnaire drop-down, select Annual Employee Satisfaction Questionnaire. You must create the questionnaire prior to creating the journey.

Click Save and Close.

Similarly, for brevity, we won’t adjust the messages, display settings, or security for this journey. However, we do need to configure its scheduling.

Click the Schedule Allocation tab.

Schedule the journey as you would any other journey, save and close, and you’re done.

In the Start On field, enter <Today’s date>.

In the Repeat drop-down list, select Year.

In the Repeat in This Month drop-down list, select <The current month>.

In the Repeat on This Day field, enter <Today’s date>.

In the After this many occurrences field, enter 10.

In the Number of Runs Per Period drop-down list, select Once per period.

Click Generate.

Click Save and Close.

Click Done.

Remember that you need to manually assign the journey at least once to start the schedule, so let’s do that now.

Navigate to the Journeys administration page and assign the journey to a sample user. The best way to find your new Journey is to explore by category to find your survey Journeys.

Click My Client Groups.

Click Journeys.

At the bottom of the page, click Explore.

Delete the Personal filter, by clicking the X besides Personal.

In the Category filter, select Survey.

Click off the list to apply the filter.

Click the Annual Employee Satisfaction Survey tile.

Then assign it to use your schedule and your test user.

Click Assign.

In the Repeat drop-down list, select As per schedule.

In the Select a Person field, enter Betty Gaunt.

Select Betty Gaunt.

Click Assign.

Your Journey was successfully assigned.

Finally, sign in as the user and verify that the survey journey is working as expected, including its notifications.

Sign out of the application.

Sign in as Betty.Gaunt.

Click the Notifications icon.

For the FYI You have a new survey - Annual Employee Satisfaction Survey. Let’s get going. notification, click Dismiss.

Navigate Journeys.

Click Me.

Click Journeys.

Click Annual Employee Satisfaction Survey.

Verify that the survey runs successfully.

You’ve successfully created and tested a survey journey.

For more information on this topic, you can view the Oracle Fusion Cloud HCM: Journeys course on Oracle University. Thanks for watching!