For: Owners, Managers, Recruiters, Staff
You can reward people for finishing a survey by attaching it to a send. The points wait until the person finishes the survey. Finance cannot send points.
Steps
Build your survey. Make and publish it under Surveys first. Only published surveys show when you attach one. See How do I create a survey?
Open Send. Click Send in the admin dashboard.
Choose who gets it. Search by name, email, phone number or group name. Pick people, groups or all enrolled members.
Enter the points and a message. Members see your message with the survey.
Attach the survey. Choose your survey as the attachment. Then click Continue.
Choose when it goes out. Under When do you want to send?, pick Send instantly to send it now. Or pick Schedule and choose a date and time. To send it again on a regular basis, choose Schedule, set Repeat to Daily, Weekly or Monthly, and choose when it ends.
Click Send. The points are held from your wallet when the send goes out.
Good to know
Each person gets the points as soon as they finish the survey. The points go straight to their wallet.
A send that goes out right away shows in Wallet under Transactions. A scheduled send waits under Workflows, then Schedules, until it goes out. A repeating send becomes a campaign under Campaigns.
Each survey can have only one repeating send.
On the Surveys list, a survey with a repeating send, or a send that has not gone out yet, shows Active. Otherwise it shows Inactive. Inactive does not close the survey. People can still answer a send that already went out.
You can see when a survey send expires on the survey page, and on the send under Schedules.
To stop a scheduled survey early, click Workflows, then Schedules, then the History tab. Open the send, click the three dots, then Close responses. People who already answered keep their points.
If you send the same survey again within an hour, Jolly asks you to confirm first.
The survey goes only to people you can see in Jolly.
For more on sending later or on a repeat, see How do I schedule points to send later?
For a plain points send, see How do I manually award or adjust points for an employee?
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.