Steps: Send Surveys Using Scheduled Distribution

On the

Edit Tenant Setup - Notifications

task, set up notification delivery settings for the

Surveys

notification type.

Security: Administer Scheduled Distributions
domain in the System functional area.

When you send surveys using scheduled distributions, you can configure additional notification settings that enable you to deliver a more robust survey experience.

Create Segment-Based Security Groups.

Grant your security group access to the Surveys Distribution Security Segment
.

Edit Domain Security Policies.

Grant your segmented security group access to the Administer Scheduled Distributions
domain.

Access the

Edit Tenant Setup - Notifications

task.

Configure notification settings for the

Surveys

notification type.

See Reference: Edit Tenant Setup - Notifications.

Security: Set Up: Tenant Setup - BP and Notifications
domain in the System functional area.

Create and Send Surveys.

To deliver a survey through a scheduled distribution, you must save the survey as a draft by clicking

Save for Later

. If you click

, you can't use the survey in a scheduled distribution.

(Optional) Create a message template for the notification channel that you want to send the survey through.

See Steps: Set Up Message Templates.

Access the

Create Scheduled Distribution

task.

In the

Item Details

tab:

Select Survey
in the

Content Type

field.

Select the survey name in the

Content

field.

For more information, see Schedule a Notification to Send in the Future.

Workday delivers the survey notification and message details to the audience members according to the defined schedule.