Automate sending a 360° survey to perspective providers

Owned by Matt Kepple
Last updated: Nov 07, 2024 by Asim Ali
2 min read

You can automate sending a 360° survey to perspective providers

Why use it?

  • 360° surveys are a great way to capture other people’s perspectives on the progress of your project’s participants, i.e. your contacts.

  • The people who provide their perspective on your contacts are called perspective providers

  • You can manually send out 360° surveys to perspective providers

  • Alternatively you can use this Automation Action to do it automatically whenever certain conditions are met

Steps

  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

    image-20241107-081626.png

  6. Tick the Send a 360° Survey checkbox

    image-20241107-081717.png

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)

    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

  1. Choose whether you want to send the 360° survey invitations via SMS or Email

The SMS option is available to organisations that have turned on SMS Messaging.

Choose whether to include all perspective providers or not

  1. If you are using relationships across your organisation, you can choose to restrict which Perspective Providers are invited to complete the survey. You can specify the Relationship Titles that perspective providers must have with your contacts in order for that perspective provider to be sent the survey.

Write the invitation message

  1. You can write a message that respondents will see when they receive their personalised survey link via Email or SMS

  2. You can personalise the message with details of the contact whom the survey is about

Add reminders

  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

  2. Press save

Related articles