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Peakon
Last Updated: 2023-06-23
Steps: Launch the Survey

Steps: Launch the Survey

Security:
Manage Schedules
.
Most of the settings in a survey schedule are optional, enabling you to customize your survey as needed.
  1. Open an existing schedule or create a new targeted schedule.
  2. Review survey and question frequency.
  3. Review targeting. If you run multiple schedules, ensure that employees don't overlap, unless intended.
  4. Review email settings, and set the digest email preference.
  5. (Optional) Add a survey sender in
    Survey settings
     tab. If the field is blank, the survey sender is the name of the first administrator in the list.
  6. (Optional) Set survey send-out time and time zone. The schedule time zone acts as the fallback for any employees without a time zone on their employee record.
  7. (Optional) Add survey languages, to restrict the survey to your selected languages only. Use the default company language as the first option in the list. Employees without a detected language will receive their first email in this language.
  8. (Optional) Add survey attributes, if you need to collect segmentation data.
  9. (Optional) Enable SMS or Kiosk mode.
  10. (Optional) Set company or survey branding.
  11. Send a test survey to verify that everything works as expected.
  12. Set the survey start date and enable data collection.
The survey will automatically launch on the date you selected. You can make changes to the survey up until the day before the launch, in order for the changes to be effective in time for the launch.
If you selected a frequency other than
Manual
, it will continue to launch automatically based on the frequency settings.