Step 1: Create a New Survey
Log in to Woba Suite.
Go to Surveys in the menu.
Open Survey Planner.
Click Schedule Survey.
Step 2: Select a Template and Time
Select the survey template you want to use.
Enter a name for the survey.
Select the survey's start and end dates.
Specify the time and time zone.
Choose whether the survey should be conducted once or repeated.
Click Continue to Respondents.
You can also open Advanced Settings if you need to customize the survey further.
Step 3: Select Respondents
Select the departments or employees who should participate in the survey.
Check that the desired respondents are included.
Click Continue to Invitation.
Step 4: Customize Invitations and Reminders
Review the invitation that employees will receive.
Choose when the invitation should be sent.
Customize the invitation text and language if needed.
Review the reminders and adjust them as needed.
Click Continue to Confirmation.
You can preview the invitation before continuing.
Step 5: Review and Schedule the Survey
On the final page, you will get a complete overview of your survey.
Check the following:
Survey name and period.
Selected departments and employees.
Invitation timing and reminders.
Any advanced settings.
If you want to change anything, you can click the pencil icon next to the relevant setting.
Once everything is correct, click Schedule Survey.
Your survey is now scheduled and ready to be conducted at the selected time.