How to Share a Survey with a Participant

Why does it matter?

Case Managers, Career Navigators, and Job Developers often need their participants to sign agreements, complete forms, and share feedback on their program experience. All of these to-do's are done in multiple systems and often not using a participant's preferred communication channel, text. RiseKit brings everything into one system and provides teams with a way to stay connected via text - all within a tool participants will be familiar navigating.

Have you created a survey? If not, check out how to create your first survey first by reading How to Create a Survey.

Navigation

For you as a staff member

To access the Surveys do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on Pathway
Choose the Surveys tab at the top of the page



Search for the survey by name
Click the 3 dots on the right of the survey
Choose "Send to Candidate"


Share the survey with an individual or group and select Send

Part Two: Participant Experience

Your participant will receive a text and/or email notification to complete the survey


After they click on the link, they will be taken to the RiseKit app and prompted to complete the survey


They will be prompted to answers the survey questions and hit Finish once complete

Updated on: 21/06/2023