Candidate Experience Surveys allow you to automatically collect feedback at key points in the hiring journey, helping you understand and improve your candidate experience without manual follow-up.
What this article covers
Overview of self-service survey triggers
How to create a new trigger
How to edit an existing trigger
Overview: Self-Service Survey Triggers
Self-service survey triggers allow you to automate when candidate surveys are sent, based on rules you define (such as stage, status, job, or location).
Benefits
Automate feedback collection
Reduce manual work
Ensure consistent candidate feedback across roles
Accessing Survey Triggers
This functionality is only available to Admin Users.
Go to Settings → Customisation → Survey Triggers.
From here, you can create, edit, enable, or disable survey triggers.
Creating a New Trigger
Navigate to Settings → Customisation → Survey Triggers.
Click Add Trigger (top right).
Trigger Summary
Use this section to clearly define and control your trigger.
Survey Trigger Name
Choose a clear name that reflects the survey track and timing.Trigger Status
Enable or disable the trigger.
Triggers cannot be deleted, so it’s recommended to keep them disabled until fully configured.
Conditions
Conditions define when a survey is sent. Each trigger can include one survey track.
Set the following as required:
Survey Track – the survey template to send
Stage – stages to include or exclude (multiple allowed)
Status – candidate status (e.g. Active, Rejected)
Job – jobs to include or exclude
Location – locations to include or exclude
Settings
Control timing and reminders for your survey:
Max Reminders – maximum reminder emails sent
Delay Days – how long to wait before sending the survey
Consider application updates from – only candidates updated after this date are included
Click Save (top right), then confirm to activate the trigger.
Editing an Existing Trigger
Go to Settings → Customisation → Survey Triggers.
Click the trigger name.
Update any section as needed, or disable the trigger temporarily.
Click Save (top right) to apply changes.
Adding Extra Conditions
Use Add Condition to further refine your trigger (commonly used to exclude specific jobs or locations).
When setting up a trigger, select the stage after the point you want feedback on.
Example:
To send a Post-Phone Screen survey, set the trigger to fire at the next stage in the workflow—this ensures the interview has already taken place.