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Create Survey: Step 5 - Release

When a survey is released, the respondents receive notification of the survey and details on how to access the survey, including a hyperlink if applicable. Depending upon the number of configured respondents, the release process may take several minutes. Employees with an Employee Status of Terminated or Retired will automatically be excluded from the release.

The Send Test Message button below will allow you to send the customized message you provide to yourself first before releasing the survey to all respondents configured for this survey.

To release your survey from the Release tab:

  • Enter a subject and body for the email.
  • Click Send Test Message to send yourself an email.
  • Click Release Survey when ready.


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