Creating a Survey

1. Navigate to the Engagements tab and select Add Engagement.
   • When creating an Engagement, there is a selection of a variety of Survey and Chat blueprints or a new one can be created.
2. Select a Blueprint under Start from Blueprint or Select Blank Engagement under Start from scratch
   
   
3. When Start from Scratch is selected click the Engagement Type:
   • Candidate-based - Creates an Engagement for Candidates.
   • Sales Contact-based - Creates an Engagement for Sales Contacts.
   • Submission-based - Creates an Engagement for submissions containing associated Candidate or Sales Contact information.
   • Placement-based - Create an Engagement for Placements containing associated Candidate or Sales Contact information for collecting feedback or connecting at an assignment's end.
4. Give your Engagement a unique name.
5. After selecting the Engagement type enter a unique name and select Survey.
6. Click Save.
7. Start adding steps to create the Survey Engagement.