The final step in configuring the schedule is determining which action(s) to take based on the schedule type and settings previously defined.
For more information on how to determine which schedule actions you may need for your project, as well as an advanced schedule example, see the Scheduling Playbook article.
Add Survey to Deliver
Use the “Add Survey To Deliver” action to deliver a published survey to a participant.
If participants already have the selected survey, the existing survey will be closed and a new one will be delivered. This has no effect on the participant experience, but is captured in the data export.
Add Notification to Send
Use the “Add Notification To Send” action to send a push notification, SMS message, or email to the targeted participants. Select from notifications that are defined and published in the notification library.
There may be instances where you need to send an SMS notification to multiple phone numbers, or an email notification to multiple email addresses. To accomplish this, first you need to create custom fields with a data type of phone or email. Once the custom fields are defined, you can add the notification under the schedule actions as many times as necessary and select which custom fields to use.
Add Survey to Close
Use the “Add Survey To Close” action to set the status of “Incomplete” surveys to either “Complete” or “Closed.” Once a survey is closed, it is no longer available for applicable participants to complete.
Any survey tasks with status “Complete” or “Closed” at scheduled time will be unaffected by this action. To better understand the different survey statuses, visit the Viewing and Closing Survey Tasks article.
Add Custom Field to Update
Use the “Add Custom Field to Update” category to populate a previously defined custom field with a specific value that matches the custom field data type.
For Date and Timestamp custom fields, you can select to populate the custom field with the current date/time.
Alternatively, you can also set the custom field to a random value from a specified list. For example, you could randomly assign each participant to a cohort upon enrollment. To specify the list, enter each item in the text box and click the "+" button.
Only Text custom fields can be populated with a random value from a list.