- Initial Question: The first question posed to the entity.
- Response Options:
- Positive response (e.g., “Yes”) leads to a configured follow-up question or action.
- Negative response (e.g., “No”) leads to a different follow-up question or action.
- Add New Step: Allows additional questions or actions based on prior responses.
- Action Options:
- Select Action: Choose SMS or Email for follow-up.
- Sender Profile: Select the profile for the action.
- Select Recipient: Options include User Role (notify a specific role associated with the entity) or Office Profile (notify the office).
- Body: The message content for the action.
- The survey UI supports easy branching, visually displaying question paths.
Example Survey Configurations
The following examples illustrate how surveys can be configured for specific use cases, demonstrating the branching logic and action integration.
Example 1: Candidate Pre-Screening Survey
This survey assesses a candidate’s interest and qualifications through a series of questions.
Step | Question | Responses and Next Steps |
Entry Point | “Hey, do you have a few minutes to chat?” | - Yes: Proceed to Step 1. |
Step 1 | “Are you currently looking for a new job opportunity?” | - Yes: Proceed to Step 2 (Experienced). |
Step 2 (Yes) | “Do you have at least 1 year of experience in your field?” | - Yes: Proceed to Step 3. |
Step 2 (No) | “Would you like us to notify you when future opportunities arise?” | - Yes: Proceed to Step 3. |
Step 3 (Yes) | “Are you open to contract or temp-to-hire roles?” | - Yes: Proceed to Step 4. |
Step 3 (No) | “Would you be interested in entry-level roles or internships?” | - Yes: Proceed to Step 4. |
Step 4 (Yes) | “Are you authorized to work in the U.S.?” | - Yes: Proceed to Step 5. |
Step 4 (No) | “Would you like us to filter roles only based on your preferences?” | - Yes: Proceed to Step 5. |
Step 5 | “Would you like to schedule a quick call with a recruiter?” | - Yes: Trigger calendar invite or contact. |
Example 2: First Day of Assignment Survey
This survey gathers feedback on an employee’s first day of an assignment.
Step | Question | Responses and Next Steps |
Entry Point | “Hey, do you have a few minutes to chat?” | - Yes: Proceed to Step 1. |
Step 1 | “Were you able to reach the work location without any issues today?” | - Yes: Proceed to Step 2. |
Step 2 (Yes) | “Did someone guide you onwatkins on your tasks or give you an orientation?” | - Yes: Proceed to Step 3. |
Step 2 (No) | “Was the issue related to transport, confusion, or something else?” | - Transport/Confusion: Proceed to Step 3. |
Step 3 | “Do you feel comfortable with your assignment so far?” | - Yes: End survey with “Great! Wishing you a successful assignment!” |
Special Scenarios
For the “When Assignment Shift Starts” and “When Assignment Shift Ends” triggers, when the Delay Time Unit is set to Days, the action is executed based on the specified number of shifts. For example:
- A delay of “4 Days” means the action occurs on the fourth shift.
- Hour and Minute units function as standard time delays (e.g., 10 minutes before the shift starts).
This functionality is particularly useful for scheduling actions like surveys or reminders tied to specific shift milestones.