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Trigger Survey Checklist Automatically for Touchpoints

edited May 14, 2023 6:26PM in Journeys 1 comment


Trigger Survey Checklist Automatically for Touchpoints

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Hi team,

I am having difficulty in understanding how we can automatically allocate pulse survey checklist to employees if they fulfil the condition defined in the checklist template. I have already define the condition in the checklist template as well as Schedule the allocation within the checklist template (once a day) but still everytime I have to manually allocate a checklist to the employees while navigating to 'Allocate checklist' task individually to all the users one by one. Even after running the ESS process for Allocate Scheduled Journey ESS, it is still not allocating the checklist automatically according to the condition defined

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