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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Survey Notifications and Campaigns

Steps: Set Up Survey Notifications and Campaigns

Security: These domains in the System functional area:
  • Security Configuration
  • Set Up: Tenant Setup - BP and Notifications
You can create campaigns that deliver surveys to target audiences.
Enable survey notifications to let users know they have a survey to take.
  1. Grant your security group access to the
    Survey Campaigns
     segment.
  2. Edit Domain Security Policies.
    Grant permissions to your segment security group to the
    Administer Campaigns
     domain.
  3. Configure the security policy for the
    Campaign Event
     business process to add your segment-based security group.
    The security group must have access to the
    Survey Campaigns
     segment.
  4. Access the
    Edit Tenant Setup - Notifications
     task.
    Configure delivery settings for the
    Surveys
     notification type.
  5. Configure a survey campaign.
    Steps: Set Up Campaigns.
    To use surveys in a campaign, you must save a survey as a draft by clicking
    Save for Later
    . If you click
    Next
    , you won't be able to use that survey in a campaign.
Use the
Survey Home
 report to view the surveys you saved and launch it for the campaign.