How to exclude users from standard surveys

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, making sure that they 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 where the entire company is added as recipients
  • The Aberdeen department uses its own specific survey ("Exclude recipients from any other standard surveys" is on)
  • The Inbound department uses its own 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: Depending on the organisational structure and the number of standard surveys, users can receive more than one standard survey.

screely-1657541183569.png

Example 2 - Child groups (see image above)

    • Acme Inc uses one general survey where the entire company is added as recipients
    • The UK department uses its own 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 make sure that the users receive the most relevant survey depending on their location in the organisational structure. Included 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 (see screenshot below).

Create_Standard_survey_-_Recipients_specified_and_excluded__1_.png

 

How are the recipients removed from other surveys?

Again, let's take a look at an example, you have one survey for Acme Inc, where everyone in the organisation is included. 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

Pro feature

This is a feature included in our Pro package. Reach out to your Customer Success Manager if you want to know more about the Pro package. 

 

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2022-06-22 - Article created

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