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Administrator Guide
Last Updated: 2023-06-23
Steps: Send Surveys Using Scheduled Distribution

Steps: Send Surveys Using Scheduled Distribution

On the
Edit Tenant Setup - Notifications
 task, set up notification delivery settings for the
Surveys
 notification type.
Security:
Administer Scheduled Distributions
 domain in the System functional area.
When you send surveys using scheduled distributions, you can configure additional notification settings that enable you to deliver a more robust survey experience.
  1. Grant your security group access to the segment.
  2. Edit Domain Security Policies.
    Grant your segmented security group access to the
    Administer Scheduled Distributions
     domain.
  3. Access the
    Edit Tenant Setup - Notifications
     task.
    Configure notification settings for the
    Surveys
     notification type.
    Security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area.
  4. To deliver a survey through a scheduled distribution, you must save the survey as a draft by clicking
    Save for Later
    . If you click
    Next
    , you can't use the survey in a scheduled distribution.
  5. (Optional) Create a message template for the notification channel that you want to send the survey through.
  6. In the
    Item Details
     tab:
    • Select
      Survey
       in the
      Content Type
       field.
    • Select the survey name in the
      Content
       field.
Workday delivers the survey notification and message details to the audience members according to the defined schedule.