Within SurveyMonkey Apply you can enable your automations to be activated based on a specific date. With these types of Automations, you can send emails to your applicants, move the applications between stages, hide/show tasks, and much more based on a specific date in your site.
- Specific Date & Time Events
- Program Open and Close Dates & Time Events
- Stage Open and Closed Dates & Time Events
- Task Deadline Events
- Understanding Targets
Specific Date & Time Events
If you wish to fire an automation on a specific Date & Time that you select:
- Create an Automation
- Set the Source of the Activation to Time-based Event
- Select the Specific Date & Time as the Event
- Enter the Date that you wish for the automation to fire
- Enter the Time that you wish for the automation to fire
- Specify the target in which the actions must be carried against. See Understanding Targets
- Optional: Set additional conditions on the automation to limit who the automation is activated for. For example, Application is in Stage.
- Set the action that should occur based on the Activation and Conditions set.
NOTE: Times will be based on your sites Timezone
Program Open and Close Date & Time Events
If you wish to fire an automation on the open or close date of a Program:
- Create an Automation
- Set the Source of the Activation to Time-based Event
- Select either Program open Date & Time or Program close Date & Time as the Event, depending on when the automation should be fired.
- Specify the target in which the actions must be carried against. See Understanding Targets
- Optional: Set additional conditions on the automation to limit who the automation is activated for. For example, Application is in Stage.
- Set the action that should occur based on the Activation and Conditions set.
Stage Open and Close Date & Time Events
If you wish to fire an automation on the open or close date of a Stage:
- Create an Automation
- Set the Source of the Activation to Time-based Event
- Select either Stage open Date & Time or Stage close Date & Time as the Event, depending on when the automation should be fired.
- Select the Stage you wish to reference the Date & Times for.
- Specify the target in which the actions must be carried against. See Understanding Targets
- Optional: Set additional conditions on the automation to limit who the automation is activated for.
- Set the action that should occur based on the Activation and Conditions set.
Task Deadline Events
If you wish to fire an automation on a Task Deadline:
- Create an Automation
- Set the Source of the Activation to Time-based Event
- Select Task Deadline as the Event
- Select the Task you wish to reference the Date & Times for.
NOTE: If you wish to set a deadline based on a Review task you will need to select Stage Open and Close Date & Time Events (link) - Specify the target in which the actions must be carried against. See Understanding Targets
- Optional: Set additional conditions on the automation to limit who the automation is activated for.
- Set the action that should occur based on the Activation and Conditions set.
Understanding Targets
Target |
Description |
Application | This target will fire for all Active applications that meet your conditions. |
Reviews |
This target will fire for applications that have a completed review. If you have conditions on the automation the system will then check to ensure the application also meets your conditions. |
Recommendations |
This target will fire for applications that have a completed recommendation. If you have conditions on the automation the system will then check to ensure the application also meets your conditions. |