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Peakon
Last Updated: 2025-09-05
Set Survey Targeting

Set Survey Targeting

Security:
Manage schedules
.
The standard Company schedule already has the
Target population
 set to Company. The
Only including
 and
Excluding
 settings enable you to further refine survey targeting.
Example:
Target population
 Company,
Excluding
 Finance (Department).
You can set the survey
Target population
 to a specific segment when you create a new survey schedule. It's only possible to have 1 survey schedule per target population.
You can edit the
Only including
 and
Excluding
 settings during and after survey schedule creation. It's possible to manually target the same segment in the
Only including
 and
Excluding
 fields of multiple survey schedules. When employees are in more than 1 active schedule, the
Target
 tab displays a warning about overlapping schedules.
Make sure to finalize segment targeting at least 1 day before the survey round launches.
See Concept: Survey Targeting for more information and recommendations.
The
Only including
 and
Excluding
 settings are mutually exclusive. Example: If you set the survey to only include Marketing and Denmark, it will include all employees from Marketing and all employees from Denmark.
For two-fold targeting, Create a New Survey Schedule with a specific segment in the
Target population
 field, and the remaining fields for further refinement. Alternatively, you can use combination attributes to create intersecting segments that you can target. See Create a Combination Type Attribute.
You cannot change the
Target population
 and
Employment status
 fields after the survey schedule is created.
  1. Go to
    Administration
    Schedules
    .
  2. Click
    View
     on the survey that you need to configure.
  3. Go to the
    Target
     tab.
  4. Set
    Only including
     or
    Excluding
     to the segments you need to target.
  5. Click
    Update schedule
    .
The targeting is ready for the next survey round.
If you made these changes during a live round, the effect varies depending on the change.
  • Added included segments: The
    Employees
     page in
    Administration
     will display a banner enabling you to confirm whether you need to add the the newly included employees to the already open survey round.
  • Removed included segments or added excluded segments: If the newly excluded employees already have the survey link, they can still participate in that round, but not future rounds.