Sending Surveys and Viewing Responses
Build a Survey
In order to send an email survey from Zoho Recruit, you must first create a survey using Zoho Survey. Go to https://survey.zoho.com and choose from three options - Blank Survey, Template and Existing Survey - to build your survey.
See also: How to build a survey
Send a Survey
After you have created your survey in Zoho Survey, you can send it to all your contacts from Zoho Recruit via email. You must create an email template that has a link to the required survey. This template can then be inserted in your mails to your contacts.
To create a survey email template
- In Zoho Recruit, go to Settings > Setup > Customization > Templates > Email Templates.
- In the Email Templates page, click New Template
- In the New Email Template page, select the Record Type.
- Fill all the required fields.
- As you draft the mail, click Insert Survey Link.
- In the Insert Survey Link popup, select the survey you wish to insert from the Select the Survey drop-down list.
- Change the text that will be displayed as the survey link, if required.
- Click Insert.
- Click Save.
Note:
While creating an email template, the Insert Survey Link button appears for Candidates/Contacts/Cases module or any other custom module in which you have a list of email addresses.
Only Zoho Recruit users for whom the Manage Email Templates permission is enabled in their profile can Insert Survey Link and create an email template.
Once you have created an email template with the survey links, you can send email surveys to your contacts. Email surveys can be sent using all emailing options available across Zoho Recruit. They are as follows:
- Automated Emails
- Individual Emails
- Mass Emails
Automated Emails Using Workflow Rules
You can automate sending email surveys by creating a workflow rule for the required module. For example, when you hire a candidate, you may want to send them an email survey on asking about their experience with your organization. You can do this by setting up a Workflow Rule. Every time a candidate's status is updated to Hired, the candidate will receive your email survey. See Also Create Workflow Rules
Individual Emails
You can also send an email survey to a contact manually. You can send these surveys to your Candidates and contacts from the Send Mail option in the Record's Details page or List View.
In the compose email page, select the template you have included the survey link to and click Send.
Mass Emails
Emails can be sent to your candidates/contacts in bulk using the Mass Email feature. However, there are limits to how many emails you can send per day. See More Mass Email Limits
To send mass emails from Zoho Recruit
- Click on the
button select Mass Email from the dropdown.
- Select the required email survey template and click Send.
View Survey Responses
One of the major benefits of Zoho Survey integration is that you can view the survey responses of contextually from within Zoho Recruit. This saves you the trouble of manually looking up responses from the survey results. Survey responses are contextually stored under the Related List of the associated record.
To view survey responses
- Select a record to go to the Records Details page.
Under the Zoho Survey section in the Related List, the details of the email surveys sent to the records will be listed. - Click the View Response link for the corresponding survey.
If the recipient has not responded to a survey, there will not be a View Response link. Instead you will see an entry called "Yet to respond". - In the Survey Results popup select the following to view the details of the responses:
- Individual Report - Click Individual Response to view the details of exact response by the candidate/contact. The details include the actual response by the candidate/contact, response time and IP address
- Summary Report - Click Summary Report to view the details of the overall response to the survey.The details include total visits to the survey, total number of responses, the response with the maximum votes, etc.