Enable your care coordinators to create surveys.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To enable Surveys: | Customize Applications |
Add users to a site. A user must be a member of one or more sites to participate in surveys.
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Configure Health Cloud to support surveys.
- From Setup, in the Quick Find box, enter Survey Settings, and then select Survey Settings.
- Turn on Surveys.
- Select the default community for creating public survey invitations.
- To allow survey owners to manage the responses of users, enable Survey Owners Can Manage Responses.
- Save your changes.
- Update Sharing Settings for Surveys
Authorize participants to participate in surveys when they’re invited to do so. - Create Email Invitations for Surveys
Create a Survey Email Branding configuration to customize the email that patients or members receive when care coordinators invite them to take a survey. - Send Survey Invitations to Patients
Invite patients to participate in a survey by sending them a link in an email. Create that email using an email template. - Set Feedback Survey Permissions
To enable users to use surveys, provide permission sets and site member access to the survey-related objects. - Give Users Access to Health Cloud Surveys
Enable care coordinators to send surveys to patients and other care team members.