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DocumentationForms & requestsWeplanify forms: requests, reports and surveysAsk your teams with a survey or a quiz

Follow participation and send reminders

In Weplanify, a survey's Participation tab shows who has answered and reminds those who have not, in one click or automatically after a few days.

In Weplanify, a survey's Participation tab counts those who have answered and those who have not yet, with the date of the last reminder. For a quiz, the same follow-up is in the By employee tab.

Participation in the October team satisfaction survey: 15 of 22 answered, 7 not yet, last reminder on 5 October, button to remind the 7 who have not answered
Participation in the October team satisfaction survey: 15 of 22 answered, 7 not yet, last reminder on 5 October, button to remind the 7 who have not answered

Steps

  1. Open the survey, then the Participation tab.
  2. Filter the Who answered list on Not yet or Answered, or search for an employee. Each row shows Answered or Not yet, with the answer date.
  3. Click Remind the … who have not answered, then Remind: each of them gets a notification that takes them to the survey.
  4. For the automatic reminder, open the Sharing tab, keep Remind those who have not answered on, choose After 1, 3 or 7 days, then click Save changes.
Sharing step: remind those who have not answered turned on after 3 days, and the summary line automatic reminder after 3 days
Sharing step: remind those who have not answered turned on after 3 days, and the summary line automatic reminder after 3 days

Good to know

  • At most one reminder every 24 hours: right after a reminder, manual or automatic, the button stays greyed out.
  • The automatic reminder goes out once, a few days after opening; for a survey answered every week or every month, once per period.
  • Anonymous survey: only numbers are shown, never a list; the reminder still goes to those who have not answered, without you knowing who.
  • A closed survey cannot be reminded: reopen it first.

Go further

Ask your teams with a survey or a quizIn Weplanify, a survey collects your teams' views and a quiz checks what they know, with no approval step, plus results, participation and reminders.Follow the scores of a quizIn Weplanify, a quiz's Results and By employee tabs give the average score, the pass rate, the right answers per question and each employee's score.Create a one-off or monthly surveyIn Weplanify, create a survey from a template, choose whether each person answers once, every week or every month, and whether answers are anonymous.