Survey series offer the option of sending surveys on specific topics to contacts based on a defined schedule and determining their validity at the push of a button. To create a poll series, click Organization - Polls - Polls Series.
You will now receive an overview of all survey series created so far, which you can edit or delete at any time using the corresponding buttons. In addition, the filter function allows you to search directly for the desired survey series by entering a search term. By clicking on “Create polls series” generate a new series.
Create survey series
- Enter the title of your survey series
- Use the drop-down menu to determine the mail server via which the survey series should be sent
- Select the user who should receive all the answers in the survey series
- Enter a link title that your recipients can use to start the survey
- Choose when you want your survey series to be sent
- Enter a subject that should appear for all reply emails to the survey series
- You can also use “Shared Survey Series” to create a link to series you have already created
- Now add your surveys to the series using the green “Add survey” button and select the appropriate survey from the dropdown menu (you can find out how to create an individual survey hier)
- For your added surveys, determine the days on which the surveys should be sent and their validity
e.g. polls shift (days) 1 would mean that - Surveys that have already been added can be removed from the series using the red recycle bin button
