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How to manage survey recipients: Milestones surveys

Set up and manage recipients for automated milestone surveys triggered by employee lifecycle dates

Milestone surveys work differently from standard Pulse and One-off surveys. Instead of selecting a fixed recipient list, the platform automatically sends surveys to employees based on a key date, such as their start date. This article explains how to set up and manage recipients for Milestone surveys.

💡 How milestone surveys are triggered: The system sends surveys automatically based on dates recorded in the Employee List. For example, if you configure a 30-day milestone, the survey is sent to each employee 30 days after their recorded start date. Each employee must have a Start Date in the Employee List for this to work.

Setting up milestone recipients for the first time

  1. Navigate to your Milestone survey project and open the survey you want to configure.
  2. Go to the Recipients tab.
  3. Set the time you want survey invitations to be sent — enter a specific time in HH:MM AM/PM format, or tick 'Leave send time unscheduled' if you prefer not to set a fixed time. This setting applies to all milestones in the project.
  4. Click 'Edit recipients' to add your participant list.
  5. Select the employees you want to include and confirm which milestone surveys (e.g. 30 days, 60 days, 90 days) they should receive.
  6. Click 'Save changes' to apply.

💡 Good to know: As long as an employee has a Start Date in the Employee List, the platform will automatically send the milestone survey on the configured dates — you do not need to manually trigger each send.

Adding new employees to a milestone survey

  1. First, add the new employee to the main Employee List via the Employees section.
  2. Navigate to your Milestone survey project page.
  3. Click the three-dot menu next to the milestone you want to update and select 'Edit Recipients'.
  4. Add the new employee and select which milestone surveys they should receive.
  5. Save changes. The platform will automatically schedule their surveys based on their recorded Start Date.

Exporting the milestone recipient list

To export your recipient list for a specific milestone, go to the project page, click the three-dot menu next to the milestone, and select 'Export all Recipients'. The downloaded file will include all recipients for the selected milestone.

Something not working?
  • My milestone surveys are not being sent automatically — Check that each affected employee has a Start Date recorded in the Employee List. Without a Start Date, the system cannot calculate when to send the survey.
  • An employee's start date has already passed the milestone but they have not received the survey — You can manually set their milestone date in the Recipients page. Navigate to the recipient entry and update their milestone date directly.
  • I need to remove an employee from a milestone survey — Go to the three-dot menu next to the relevant milestone, select 'Edit Recipients', find the employee, and remove them from the list.
Still Need Help?

If you are having trouble setting up or managing your milestone survey recipients, Reach out to us at support@engagerocket.co and we'll be happy to assist!