How to Share a Survey with a Participant
Why does it matter?
Case Managers, Career Navigators, and Job Developers often need their participants to sign agreements, complete forms, and share feedback on their program experience. All of these to-do's are done in multiple systems and often not using a participant's preferred communication channel, text. RiseKit brings everything into one system and provides teams with a way to stay connected via text - all within a tool participants will be familiar navigating.
Have you created a survey? If not, check out how to create your first survey first by reading How to Create a Survey.
Navigation
For you as a staff member
To access the Surveys do the following:
1. Login to your RiseKit account at Staff Portal
2. Move your mouse toward the left-hand navigation.
3. You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
4. Click on Pathway
Choose the Surveys tab at the top of the page
Choose Surveys at the top of the page
5. Search for the survey by name
6. Click the 3 dots on the right of the survey
7. Choose "Send to Candidate"
8. Share the survey with an individual or group and select Send
Select Send to Candidate or Group
Part Two: Participant Experience
1. Your participant will receive a text and/or email notification to complete the survey
2. After they click on the link, they will be taken to the RiseKit app and prompted to complete the survey
3.