All employees have the following options when it comes to how they would like to receive their Surveys:
- Via business email
- Via personal email
- Via text message
- Via Slack (only if activated by Admin)
Note: Each employee is able to select their preference - this is not a setting which must be chosen at a company level, nor can it be altered by an Admin or manager.
Selecting Your Preferred Method
At any time, you are able to edit your preferred day, time period and delivery method under your Personal Settings. In order to access this section, click on your name in the top navigation bar and Personal Settings and then click on the Communications tab.
Note: If no preferences are selected, your Survey will be sent on a random day and time of the work week and via the preferred delivery method of your company (invitation email address or Slack). If your company is set up with Slack messages, the survey delivery method cannot be changed.
Once you have completed your Survey, you can click on Edit Settings to be brought into your Personal Settings above and select your preferences.
Note: You will have the option to update the delivery method at the end of each Survey.
i. Business Email
This is the default option. When you first accept your invite, you will begin receiving your Surveys to your business email (or the email your Admin set you up with in the system). The first question of the week will come to your inbox, you will select your response and will automatically be logged in to complete the rest of the questions.
ii. Personal Email
If you prefer to receive your Surveys to a personal email (Gmail, Hotmail), you can select this option and will then need to enter your email address. The first question of the week will come to your inbox, you will select your response and will automatically be logged in to complete the rest of the questions.
iii. Text Message
If you prefer to receive your Surveys via text message, you can select this option and will then need to enter your cell phone number.
Instead of having surveys sent via the methods listed above, you can opt for them to be sent via Slack. You will need to be an administrator of Officevibe and of your organisation's Slack environment to activate this option.
In order to set up Slack Survey Delivery, go to Integrations - Survey Delivery tab and click on Configure. You will need to log in first to Slack and then activate the Slack Survey Delivery by clicking on the Activate button. Activating this will automatically switch all users preferred method to Slack. If a user doesn't want to use Slack as a delivery method, they will be able to change it in their Personal Settings.
IMPORTANT: Please make sure that you are NOT in the User Provisioning tab as that will instead activate a synchronisation between your Slack environment and Officevibe.
If you do have a sync set up with Slack, the Survey Delivery will already be configured and will appear under the Already configured column. With this, you can just click on the View Settings button to activate.
Note: If someone's email doesn't match in Officevibe and in Slack, questions will be sent to the user's default setting.
Reset to Company Default
Admins, Company Managers and Group Managers have the option to reset a User's profile to match their company preference. The company preference is either the email that employees got invited with (can be business or personal) or Slack. By clicking into an employee's profile (Manage - Users - Edit next to their name) and clicking on the Reset to Default button, this will change the survey delivery method to the method chosen by your company.
Note: Admins, Company Managers and Group Managers cannot choose the preferred method for any employee, they can just choose to set it back to their company's preferred method, however the employee can always choose to change it back by themselves when they receive their next Survey.