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Launching an Attributed Survey

Learn how to launch an Attributed (Snapshot) Survey like Engagement, schedule and send invites, and manage communication timing.

Jared Ellis avatar
Written by Jared Ellis
Updated over 2 weeks ago

Who can use this feature?

Available on:

About Launching Surveys


Launching an Attributed (Snapshot) survey survey makes it live and sends invitations to participants. You can choose to launch immediately or schedule it for a future date and time. Once launched, the survey status changes from Draft to Live.

Note: The process for launching unattributed surveys or onboard / exit surveys is different so please refer to these pages for further information.

Survey Invitations


You can launch a survey immediately or schedule it for a later date. The Launch Plan page allows you to set a specific date and time for sending invitations.

Note: Survey invitation emails are sent in batches, so not everyone will receive them at the exact launch time. Some participants may get their invites a few minutes later than others. The launch time is approximate, and emails are processed sequentially.

How to send invites immediately

  1. Go to the Surveys page and click Edit Survey for the survey you want to launch.

  2. Click the Launch Plan tab.

  3. In the Survey Invitation section, click Send Now.

How to schedule survey invites

  1. Go to the Surveys page and click Edit Survey.

  2. Click the Launch Plan tab.

  3. In the Survey Invitation section, select a date using the calendar pop-up.

  4. Adjust the time if needed.

  5. Click Schedule Survey.

Note: The timezone used for scheduling is displayed next to the time selector. Only one timezone can be set for your account, so choose one that works best for most participants.

Customize Survey Emails


Survey reminder emails include a Subject, Message, and Footer, which you can edit in the Communications settings of your survey. The email layout, formatting, and colors cannot be changed, but you can update the logo used across your account.

Customizable

Not Customizable

Email Subject, Message, and Footer

Email colors, layout, and formatting

Microsoft Teams reminder messages

Logo size and placement in emails

Note: Preview the invitation text before launching on the Communications page to ensure accuracy. Also, set a survey close date, as it will be displayed in the invitation email.

Cancel a Survey Launch


If you need to cancel a launch:

  • For immediate launches: Click Cancel Launch within 20 seconds of clicking Send Now.

  • For scheduled launches: Click Cancel Launch anytime before the scheduled send time.

FAQs


Can I change the launch and reminder dates after scheduling?

Yes! To adjust the date/s:

  1. Go to the Surveys page and click Edit Survey.

  2. Click the Launch Plan tab.

  3. Select Edit Schedule.

  4. Update the date and time.

  5. Click Schedule Survey to save changes.


πŸ’¬ Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.

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