You can send lifecycle surveys in two primary ways: 

• Manually – for specific, one-time sends.
• Scheduled – sent automatically based on employee milestones.

Sending lifecycle surveys manually

• Log into your Macorva admin account and go to Employees > Send Lifecycle.
• Select the target Employee, Email and/or Phone, and the specific Survey you wish to send.
• Click Send, and the survey will be delivered immediately. In the upper right corner, a green notification will populate to confirm the survey has been sent.

Scheduling lifecycle surveys

• Log into your Macorva admin account and go to Configure > Lifecycle.
• Click the + button under Lifecycle configurations to create a new survey schedule.
• Choose the Survey you want to schedule.
• (Optional) Apply a Company code filter or Employee tag filter if you’d like to limit the survey to a specific group.
• Set the survey schedule by defining the number of days before or after an employee is hired or terminated. (You can also Repeat annually on the hire date by clicking on the toggle, and this setting will automatically update to 365 days after an employee was hired.)
• Select the Communication methods (email and/or SMS) for the survey.
• Click Save. The configuration will be saved, and Macorva will send out the surveys automatically based on the criteria you've set.