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Program scheduling lets you set regular intervals for your surveys to gather continuing feedback over time.  Depending on your plan, you can schedule surveys using Web Link or Email collectors to open and collect responses at your chosen cadence automatically. Each survey in a program can have its own independent schedule.

When you schedule a survey, the system collects data through a series of related collectors called Rounds. Once scheduled, rounds open and close automatically based on the rules you set. Because each round links to a specific time period, you can easily track your trends over time without extra effort.

To schedule surveys in your program:

  1. From Programs, select the program you want.
  2. On the Surveys tab within the program, select the survey you want to schedule.
  3. Either:
    • Select Add Schedule from the Schedule column, or
    • Select the three dots (...) next to the survey title and select Add schedule. 
  4. In the Add schedule panel, select a Frequency: Weekly, Monthly, Quarterly, Semi-annually, or Annually.
  5. Select Rounds to set how many times your survey will be sent out.
  6. Choose a Start date and time, and select Next.
  7. Under Send with, select your collector type:
    • Link: Select Link to create a Web link. Check the boxes if you want to allow multiple responses from the same device or keep responses anonymous.
    • Email: Select Email to send survey invitations to a specific list of people. Enter email addresses under Recipients, or select Import multiple contacts to load contacts from one of the available sources, like a CSV file. Next, draft your email’s subject line and body message.
  8. Select Save schedule.

Once saved, your survey status updates from Open to Upcoming, and the Schedule column shows your survey's frequency, like annually or weekly.

To manage your active collection rounds:

  • Web Link rounds: Each round gets a unique Web Link. Select the link icon next to an active round to copy and share it.
  • Email rounds: Survey invitations are sent automatically to your recipient list when each round opens. If you haven’t added contacts to a collection round before the open date, survey invitations won’t be sent until you add contacts to your recipient list.
  • Track statuses: Your rounds progress in chronological order. Each round shows a status of Upcoming, Open, or Closed, so you can see what happens at a glance.