Build a Survey

Send a Survey

1. In Zoho Recruit, go to Settings > Setup > Customization > Templates > Email Templates.
   
2. In the Email Templates page, click New Template
   
3. In the New Email Template page, select the Record Type.
   
4. Fill all the required fields.
   
5. As you draft the mail, click Insert Survey Link.
   
6. 
   
   
1. In the Insert Survey Link popup, select the survey you wish to insert from the Select the Survey drop-down list.
   
   
2. Change the text that will be displayed as the survey link, if required.
   
3. Click Insert.
   
7. 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:

1. Automated Emails
   
2. Individual Emails
   
3. Mass Emails

Automated Emails Using 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.

Mass Emails

1. Click on the button select Mass Email from the dropdown.
   
2. Select the required email survey template and click Send. 
   

View Survey Responses

1. 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.
   
2. 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".
3. In the Survey Results popup select the following to view the details of the responses:
   
1. 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
   
2. 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.