Note: This step only applies when using multiple surveys
How does it work?
When you set up a specific standard survey for a part of the organisation, you can exclude the recipients from any other standard surveys. Thus, they will only receive one survey—the specific one.
The logic can, however vary a bit depending on the complexity of the organisation; let's take a look at two examples:
Example 1 - Multiple surveys (see image below)
- Acme Inc. uses one general survey to add the entire company as recipients.
- The Aberdeen department uses its specific survey ("Exclude recipients from any other standard surveys" is on)
- The Inbound department uses its specific survey ("Exclude recipients from any other standard surveys" is on)
Martin, a user in both the Aberdeen and the Inbound group, will, therefore, receive surveys from both departments. However, Martin is excluded from the general survey going out to the entire company.
Summary: Users can receive more than one standard survey depending on the organisational structure and the number of standard surveys.
Example 2 - Child groups (see image above)
- Acme Inc uses one general survey to add the entire company as recipients.
- The UK department uses its specific survey ("Exclude recipients from any other standard surveys" is on)
In this example, the Cardiff group is a child group of the UK group, meaning that users in Cardiff will receive the specific survey from the UK group, not the general survey. This way, we ensure that the users receive the most relevant survey depending on their location in the organisational structure. Child groups are also visualised with grey ticks next to them in the recipient's step.
Summary: child groups are included in parent surveys.
Which surveys are the selected users excluded from?
Click on "X standard surveys" to see which standard surveys the users in this survey are excluded from.
How are the recipients removed from other surveys?
Again, let's take a look at an example. You have one survey for Acme Inc., which includes everyone in the organisation. If you create a new survey for users in the Regional department, those users are now excluded as recipients under step 3 in the first survey (Acme Inc).
Where can I find this functionality?
Follow the steps outlined in How to set up multiple standard surveys