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You can automate sending a contact a survey to complete

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1. Select Create in the top menu

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2. Select Automation

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3. Click on Create for contact automation

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4. You arrive on the Create Automation page. Choose the project you want this automation to run across

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5. Set the criteria you want to use for this automation to run, e.g. when a contact is added to a project

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6. In the Automation Actions section:

   1. Select the Surveys tab

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   2. In the Choose Survey dropdown list select the survey you want to send

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      If you have Waves enabled on the selected survey, you will see an option to select a wave. You can select the wave that you want to send to the contacts. It works for both Exclusive and Shared waves.

   3. Select the Send via Email/Send via SMS/Both tickbox (as per your need)

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   4. In the Choose Survey dropdown list select the survey you want to sendIn the Set Expiry section: choose whether you want contacts to be able to reuse the same link to submit multiple survey responses

   5. In the Add an additional message text box: type a message that the contact will see in the email containing their unique survey link

   6. In the Add Reminder section:

      1. choose the amount of time you want to pass before the first reminder is sent

      2. type a subject line and message for the first reminder

      3. Click Add another reminder to add additional reminders

   7. Press Save

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7. You arrive on the Manage Automations page that displays all the automations that exist across your organisation.

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