Add Sessions or Facilities to a Survey Template

This article will show you how to add assigned Sessions or Facilities to a Survey Template.

Important Notes:

• You can add either a Session or Facility, but not both. The Survey Type will determine if you can add sessions or facilities.

• The below instructions will work the same for Sessions and Facilities. When [Item] appears, fill in with the applicable item type (either Sessions or Facilities).

Instructions

1. Navigate to Configuration > Template > Survey Templates

2. Edit the desired survey

3. Navigate to the Sessions or Facilities tab

4. Click Assign [Items]

5. Select the checkboxes for the items you want to add

6. Click Add Selected [Items]

7. Configure each item

   • Days: Input the number of days before or after the session/rental date to send the survey

   • Timing: Choose to send the survey Before or After the end of a session/rental date

8. Click Save Survey Template