Build a recruitment survey

Add new members to your community.

Before you start recruiting members and distributing activities, use the community launch checklist to ensure you're ready.

You should create profile variables in the application before you build and distribute your first recruitment survey. For more information, see Add a profile variable.

Note:

• Recruitment functionality in Community is available for new customers. The feature is available on request for upgraded customers. Contact your Account Representative to enable this feature.

• Power Users with the Can access recruitment surveys permission have full access to create and distribute recruitment surveys. New and existing Power Users are assigned this permission by default.

  Power Users without this permission are restricted to previewing recruitment surveys, monitoring responses, and copying existing links to the recruitment survey. They cannot build or distribute the survey.

• The following types of users cannot access recruitment functionality:
  • Power User (in upgraded communities only)

    If you are unsure of whether your community is an upgraded one, please contact your Customer Success Manager.

  • Author
  • Analyst

1. Click the App Drawer and select Recruit.
   
2. Click New Recruitment.
   
3. In the New Recruitment Survey dialog, in the Name field, enter the internal survey name (maximum 255 characters).

   You can edit the internal survey name at any point. If the field is left blank, it will revert to the last saved name.

   Tip:

   • If you navigate away from your recruitment survey, click the internal survey name in the Activities page to return.
   • The survey name entered in this field is the internal activity name. The member-facing activity name is set when you Create an invitation or create a recruitment link, and can differ for each set of participants.
4. From the Language list, select the default locale.

   This step is applicable if you have multiple communities with different locales.

   On the Build page, the default locale is the one displayed in the Editor workspace.

5. Select an Appearance option:

   • Classic

     Questions look different depending on whether participants are on desktop or mobile. All question types are available in survey authoring. For more information, see Questions.

   • Modern

     Questions look the same across all devices, expanding or shrinking to fill device screens. Eventually all question types will support modern surveys. For more information, see Questions in modern view.

6. Click Create.
   The new recruitment survey opens on the Build page and is ready for editing.
7. Build your recruitment survey.

   • Create a Profile action.

     Add Profile actions to your survey wherever you can instead of creating normal survey questions. This way, you can begin collecting profile information for prospective members right away.

   • Add survey logic with End Survey actions to end the survey for participants who select undesirable answers.

     For more information, see Remove participants from a recruitment survey.

     Example

     If you only want women in your community, you add survey logic that ends the survey for all participants who answer Male to prevent them from completing the survey.

   • Add different types of questions
   • Format the question's text or add images
   • Use piping
   • Use survey logic to show or hide certain questions
   • Repeat, randomize, or rotate answers, or set an answer as exclusive
   • Control what participants can and cannot do in your survey
8. Review your survey logic to ensure it is correct.
   On the survey toolbar, click Preview to preview your survey from beginning to end.
9. Edit the confirmation email.
10. Create recruitment links for different recruitment sources.
    Recruitment links are the recommended method of inviting people to join your community. Use recruitment links to recruit new members through a website, social media, or print media, or through emails sent outside of the application. If you are recruiting from multiple sources, you can create a link for each source so you can track participation rates separately and determine the most successful method.
11. Optional: Create a confirmation reminder

Parent topic: Recruitment

Related information

• Recruiting for the first time
• Recruitment distribution