Creating a Lifecycle Survey involves three main steps. Here's how to get started:
Step 1: 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.
- 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 send-out trigger: Decide when the survey should be sent based on employee start/end dates.
- 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.
Step 2: Review Questions
On the second page, you’ll:
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Review all included questions
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Choose whether to allow comments on 1–5 and NPS questions
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Make final edits or adjustments to questions before publishing
Read more about the question battery and how to make eventual adjustments here:
Step 3: Final Review and Customize Invite
Before launching, you’ll see a summary of:
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Target group
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When it will be sent
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How long it will remain open
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Number of questions included
You can also customize the invite message that will be sent to participants.