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  1. Select Create in the top menu

  2. Select Automation

  3. You arrive on the Create Automation page

  4. In the Automation Criteria: Choose the conditions you want to use to identify contacts

  5. In the Automation Actions: Choose 360° Surveys

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  6. Tick the Send a 360° Survey checkbox

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Choose a survey

  1. Start by choosing the survey you want to send. (Purple arrow). You can only choose from surveys that are used on the project that the automation is saved in (Orange arrow)

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    If you have enabled waves on the selected Survey, you will get an option to select the wave version you want to send. It works for both, Shared and Exclusive Waves.
    Select the wave you want to send.

Choose a communication method

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  1. You can add automatic reminders. Respondents will be sent the reminder message if they have not completed the survey within the number of days that you specify

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  2. Press save

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