Survey Automation with Cadences and Triggers

The app supports multiple types of automation to help you streamline the collection of survey information. 

Cadences

Cadences let you automate a recurring survey to be sent to the same group of members at a pre-defined frequency. An example use case for this type of automation is to send a bi-annual alumni wellness survey. To set up a cadence: 

  • Navigate to Menu > Dashboard > Surveys & Assessments.
  • Tap the survey title from the main list to open the survey details page.
  • Tap the green Config button in the top right. 
  • Next to the Survey Cadences heading, tap the green + button.
  • Fill in the configuration settings:
    • Team: Select the team or contact list you'd like to survey.
    • Admin for Survey Instance: Think of this admin as the survey "owner".
    • Interval between Instances: The number of days to wait between sending each survey recurrence.
    • Total Number of Instances: The total number of times the survey should be sent.
    • Instance Open Length: The number of days each survey recurrence should remain open for members to respond.  
    • User date field to check against: The reference date used to determine when the first survey should be sent. The available options are when the user began treatment, left treatment, or created their app profile. 

Note: The option to send Survey Not Complete SMS reminders is not compatible with cadences. Members will still receive the standard notifications for new surveys and surveys about to expire in whatever format they've selected in their preferences. 

Example:

The example cadence below would send the survey a total of 4 times to each member of the Alumni team - 90 days, 180 days, 270 days and 360 days after the member left treatment. With each recurrence, the member would have 14 days to complete their survey.

Triggers

Survey Triggers let you automate a survey to send immediately when a specific user action takes place. An example use case for this type of automation is to gather feedback after an appointment. To set up a survey trigger:

  • Navigate to Menu > Dashboard > Surveys & Assessments.
  • Tap the survey title from the main list to open the survey details page.
  • Tap the green Config button in the top right. 
  • Next to the Survey Triggers heading, tap the green + button.
  • Fill in the configuration settings:
    • Team: Select the team or contact list you'd like to survey.
    • Admin for Survey Instance: Think of this admin as the survey "owner".
    • Trigger Action: Options include when a member Joins an Appointment or Reaches Six Month Milestone. Whenever a member from the selected team performs that action, they will be sent the survey immediately.