Lifecycle Surveys
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      Create Lifecycle Survey

      Creating a Lifecycle Survey involves three main steps. Here's how to get started:

      Step 1: Enable Feature and Choose Type and Target Group

      Note: To utilize this feature you need to have a date attribute for the employment date and termination date. Read more about attributes here. 

      Remember to navigate to the attribute-specific settings for your termination date attribute and enable "Segment on future dates".

      • First step is to enable the Lifecycle Surveys feature. This is done by navigating to Settings and Features. 

      Feature lifecycle surveys
      • Go to Settings and Lifecycle Surveys: Click on Create Survey in the top right corner.
      • Select survey type: Choose between an Onboarding or Exit survey.
      • Set survey title: Name the survey to reflect its purpose (e.g., “Exit Survey – Sales team”).
      • Select target group: Choose whether the survey goes to the entire organization or a specific segment.
      • Set a sendout trigger: Decide when the survey should be sent based on employee start/end dates.

        screenshot_720

      • Define send-out time and time to respond:
        • Pick a time of day for the send-out
        • Set how long employees have to complete the survey (e.g., 2 weeks)
      • Exclude data from segments: Select segments that should not have the data displayed. Leave empty if the generated data should be shown in all segment reports.
      • Save as draft or cancel if you're not ready to proceed.

      Note: Employees need to be added to the target group before the sendout trigger. For example: If a user is added to your Eletive organisation on day 16 of their employment, and your sendout trigger is set to "15 days ago", they will not recieve a survey invitation.

      The Sendout trigger counts the actual day that's set on the date attribute.       For example:

      -  "Employment Date" = 18th of May

      - "Sendout trigger"  = "Employment Date is 3 days ago"

      The survey will be sent on the 20th of May for users with this employment date. 

      Step 2: Review Questions

      On the second page, you’ll:

      • Review all included questions

      • Choose whether to allow comments on 1–5 and NPS questions

      • Make final edits or adjustments to questions before publishing

      Read more about the question battery and how to make eventual adjustments here:

      Lifecycle Survey Settings

      Step 3: Final Review and Customize Invite

      Before launching, you’ll see a summary of:

      • Target group

      • When it will be sent

      • How long it will remain open

      • Number of questions included

      You can also customize the invite message that will be sent to participants.