Creating Schedules

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Creating a new schedule

  1. Navigate to Projects > {Project Name} > Schedules and click the Create a schedule link.

    The Schedules tab of a project with no schedules and the Create a schedule link

  2. Select your desired schedule type

    The Select schedule type dialog listing the four schedule types

  3. Enter a name for the schedule. Only you and your collaborators will see this name.

    The Create New Schedule form with a schedule name entered

  4. Enter a Survey URL for the schedule. This is the base URL to the survey you want your participants to receive. You can also enter an optional schedule description to help you stay organized. This schedule description is only accessible by you and your collaborators.

    Note: You can leave the Survey URL field blank if you wish to send pings without a link. This is useful for sending scheduled reminders or messages that do not require the participant to complete a survey.

    Please contact our support team if you wish to modify the content of your pings.

    The Create New Schedule form with a Survey URL and a schedule description entered

  5. Select Create Schedule

    The completed Create New Schedule form with the Create Schedule button
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