Anywhere your AI Assistant can communicate with a candidate, you can send a survey. Supported channels include SMS, email, widget conversations, WhatsApp, and Facebook. To learn how to automatically send surveys, click here.

Web Management

Your AI Assistant can gather feedback by engaging with candidates on your Career Site. To do this, 

1. Navigate to Web Management (All Apps > Settings > Platform > Web Management).
2. From the Widget Conversations list, open the preferred conversation.
3. A slide-out drawer will then open. Under the Catch-all Conversation section, toggle on Surveys.
4. Select the preferred survey from the selector that displays.
5. Select Save & Finish in the bottom right corner of the drawer.

Surveys with Job Search

You have the option to set up surveys with Job Search. To do this,

1. Within the preferred widget conversations details, enter a new targeting rule under Conversation Targeting (e.g., Job Search Surveys).
2. Select the + Add button next to this rule name.
3. A modal will then open. Update the conversation, enable surveys, and choose the desired survey.
4. Select Save.

Events

You can add surveys to events. To do this,

1. Select All Apps in the top left corner of the header and then Events from its drop-down menu.
2. From the Events page, open the preferred event.
3. Open the Tools section of the event.
4. Select Event Surveys.
5. The Event Surveys box will then open. Update the tab to either Candidates or Users, whichever audience you prefer for this experience.
6. Add a Survey Trigger.
7. A Select Touchpoint modal will open where you can choose the time in which a candidate/user will receive the survey.
8. When a touchpoint is selected, select the settings for when this survey is sent to the candidate/user. These settings include:
   • Delivery – The time the survey will be delivered to the candidate/user in connection with the set touchpoint.
   • Survey – The survey selected for this touchpoint.
     • Note: Clicking View will open the survey so that you can review its details upon selection.
9. Select Save.
10. (Optional) If you want to add additional survey triggers, select + Add Survey Trigger. 
    • Note: Once a trigger is saved, you can switch between tabs to create more triggers, if needed
11. Ensure to click Save next to the Event Surveys box before closing out of this window.
12. Save the event.

Campaigns

Campaigns can be built around a survey and sent out to set candidates/users. To do this, 

1. Select All Apps in the top left corner of the header and then Campaigns in its drop-down menu.
2. From the Active section of the Campaigns page, select + Create New Campaign button in the upper-right corner of the section.
3. Select Single Campaign.
4. Complete the Channel & Audience and Associate Event sections.
5. In the Compose section, select Survey as the Campaign Type.
6. Choose the desired survey from the selector that appears below the Campaign Type field. This can be sent out via SMS, Email, or both. 
7. Select Next.
8. Schedule the campaign.
9. Click Schedule.

Workflows

You can trigger a survey at any stage in the Candidate Journey using Workflows. To do so, 

1. Select All Apps in the top left corner of the header and then Settings in its drop-down menu.
2. When the Settings page opens, select Workflows under the Automation section.
3. Open the preferred workflow.
4. Create a new task.
5. Set the updated Candidate Status to the preferred status.
6. Click the plus icon underneath the Start Point box.
7. Select the Request Survey action.
8. Select the preferred survey to send.
9. Update the messages sent to users in the communication methods enabled for your account.
10. (Optional) If you want to set a specific time after the trigger occurs to send the survey, toggle off the Immediately after trigger setting in the Start Point box and then set the time requirements.
11. Save and publish the workflow.

Referral Phone Number

Surveys can be included for Outreach and Referral Phone Numbers. To do this,

1. Select All Apps in the top left corner of the header and then Settings in its drop-down menu.
2. When the Settings page opens, select Channels under the Platform section.
3. Open the desired phone number. 
4. The phone number’s details will appear in a modal or slide-out drawer. Toggle on Surveys.
5. Select the desired survey in the Select Survey selector
6. Click Save in the bottom right corner.