--- title: "Schedule a Survey" slug: "schedule-a-survey" updated: 2025-03-13T09:05:14Z published: 2025-03-13T09:05:14Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Schedule a Survey Plan user feedback collection by scheduling Surveys to appear for a specified time and configuring recurring settings. Schedule Surveys using one or more of the following criteria: - Start date - End date - Time zone - Number of occurrences over a period of time Here are a few [Example Use Cases](/studio/docs/schedule-a-survey#example-use-cases). Use the following steps to schedule a Survey: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 2. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png) 3. Hover your cursor over the required Survey, and then click the **Edit** icon. ![ia_edit_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_edit_survey.png) Info Schedule a Survey while creating a new Survey. 1. Click **Set Visibility Rules**. ![set_visibility_survey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_visibility_survey.png) 2. Click the **When** tab. ![RB_DB_popupwhenrule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupwhenrule.png) 3. Use the **Start On** and **End On** fields to set the start date and the end date. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 4. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) Note - The Survey appears only during the specified time duration on the selected dates. For example, if you set the start time at 08:00 and the end time at 21:00, then for the selected dates, the Survey would appear between 08:00 and 21:00 every day until the end date. - When your end users click the Skip button, it does not count as an interaction and the Survey is displayed regardless of the set occurrences. - If you set an occurrence for a Survey and your end user views it, the limit of occurrences is exhausted and the Survey does not display. To make the Survey appear again, increase the occurrence limit. 1. In the **Time Zone** field, select the time zone you want the Start On and End On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) Note This converts the **Start On** and **End On** settings based on your local time zone, and the Survey is shown accordingly. If your end users are from different time zones, then click the **Use Local Time** checkbox. ![RB_DB_selectlocaltime](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_selectlocaltime.png) 1. Under the **Repeat** section, select the frequency to show the Survey. ![RB_DB_popupfrequency](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfrequency.png) 2. Click **Save** or **Edit Survey**, depending on your preference. **Save**: Saves the Survey. **Edit Survey**: Takes you back to the Survey where you can make changes. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) ## Example Use Cases Display a Survey every time a user logs in - forever Use the following steps, when configuring the Visibility Rule: 1. Do not select **Start On** and **Ends On** date. 2. Select the **Time Zone** you want the Start On and Ends On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 3. Under the **Repeat** section, select **Until** and enter a large number, for example, 99999. ![RB_DB_popupoccurence](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupoccurence.png) 4. Click **Save**. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) Display a Survey every time a user logs in, but only for a particular time frame Use the following steps, when configuring the Visibility Rule: 1. Use the **Start On** and **Ends On** fields to set the start and end date for your Survey. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) Note Configure the Survey to be displayed within a specific time frame. 1. Select the **Time Zone** you want the Start On and Ends On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Until**. 3. Enter a large number, for example, 99999. ![RB_DB_popupoccurence](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupoccurence.png) 4. Click **Save**. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) Display a Survey only the first time a user logs in Use the following steps, when configuring the Visibility Rule: 1. Use the **Start On** and **End On** fields to set the start and end date for your Survey. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 2. Select the **Time Zone** you want the Start On and End On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 3. Under the **Repeat** section, select **Custom**. 4. Select **Once Daily** from the dropdown menu. ![RB_DB_popuprepeatoncedaily](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuprepeatoncedaily.png) 5. Click **Save**. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) Display a Survey only on particular days of a week Use the following steps, when configuring the Visibility Rule: 1. Use the **Start On** and **End On** fields to set the start and end date for your Survey. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) Note - You can configure the Survey to be displayed within a specific time frame. - To show Survey forever, do not select **Start On** and **Ends On** date. 1. Select the **Time Zone** you want the Start On and End On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**. 3. Select **Select Days** from the dropdown. ![RB_DB_selectdaysbutton](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_selectdaysbutton.png) Note The Survey appears only once when using the **Select Days** option. 1. Select the days you want to show the Survey and then click **Done**. 2. Click **Save**. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) Display a Survey only once a week Use the following steps, when configuring the Visibility Rule: 1. Use the **Start On** and **End On** fields to set the start and end date for your Survey. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) Note Configure the Survey to be displayed within a specific time frame. 1. Select the **Time Zone** you want the Start On and End On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**. 3. Select **Once a Week** from the drop-down menu. ![RB_DB_popuponcedaily](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuponcedaily.png) Note A new week starts from Sunday by default. 1. Click **Save**. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) Display a Survey only once a month Use the following steps, when configuring the Visibility Rule: 1. Use the **Start On** and **End On** fields to set the start and end date for your Survey. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) Note You can configure the Survey to be displayed within a specific time frame. 1. Select the **Time Zone** you want the Start On and End On settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**. 3. Select **Once a Month** from the dropdown menu. ![RB_DB_popuponceamonth](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuponceamonth.png) 4. Click **Save**. ![edit_survey_visibility.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_survey_visibility%281%29.png) ## Related - [Survey Analytics](/survey-analytics.md)